Journey Beyond Wealth’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Journey Beyond Wealth’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.4M	Sell	22,948 -1,772	-7%	-$243K	2.66%	12
2026 Q1	$3.07M	Sell	24,720 -5,139	-17%	-$653K	2.64%	13
2025 Q4	$3.59M	Sell	29,859 -4,581	-13%	-$548K	2.85%	10
2025 Q3	$4.09M	Sell	34,440 -1,928	-5%	-$222K	3.37%	10
2025 Q2	$3.97M	Sell	36,368 -587	-2%	-$60.7K	3.35%	10
2025 Q1	$3.86M	Buy	36,955 +2,329	+7%	+$263K	3.61%	9
2024 Q4	$3.99M	Buy	+34,626	New	+$4.14M	3.75%	9

Other funds holding IJR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

RFC

Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Journey Beyond Wealth's IJR Position: Q2 2026 in Review

Journey Beyond Wealth reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 7.2% in Q2 2026, selling an estimated $243K and leaving 22,948 shares worth $3.4M. The position accounts for 2.66% of the portfolio, ranked #12.

Journey Beyond Wealth first reported a position in IJR in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.09M in Q3 2025. 2,195 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Journey Beyond Wealth held 22,948 shares of iShares Core S&P Small-Cap ETF worth $3.4M as of Q2 2026.
Journey Beyond Wealth sold 1,772 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $243K.
iShares Core S&P Small-Cap ETF made up 2.66% of Journey Beyond Wealth's portfolio in Q2 2026, its #12 holding.
Journey Beyond Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Journey Beyond Wealth's iShares Core S&P Small-Cap ETF position peaked at $4.09M in Q3 2025.
2,195 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Journey Beyond Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.