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

JPL Wealth Management’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	$132K	Hold	891	–	–	0.03%	156
2026 Q1	$111K	Buy	+891	New	+$113K	0.03%	156
2025 Q4	–	Sell	-920	Closed	-$109K	–	593
2025 Q3	$109K	Buy	+920	New	+$106K	0.03%	164

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

JPL Wealth Management's IJR Position: Q2 2026 in Review

JPL Wealth Management held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 891 shares worth $132K. The position accounts for 0.03% of the portfolio, ranked #156.

JPL Wealth Management first reported a position in IJR in Q3 2025 and has held it in 3 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

JPL Wealth Management held 891 shares of iShares Core S&P Small-Cap ETF worth $132K as of Q2 2026.
JPL Wealth Management left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.03% of JPL Wealth Management's portfolio in Q2 2026, its #156 holding.
JPL Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q3 2025 and has held it in 3 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.