JWM
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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
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JPL Wealth Management's IJR Position: Q1 2026 in Review

JPL Wealth Management opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q1 2026: 891 shares worth $111K. The stake represents 0.03% of the portfolio and ranks #156 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in IJR as recently as Q3 2025.

JPL Wealth Management first reported a position in IJR in Q3 2025 and has held it in 2 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • JPL Wealth Management held 891 shares of iShares Core S&P Small-Cap ETF worth $111K as of Q1 2026.
  • iShares Core S&P Small-Cap ETF was a new JPL Wealth Management position in Q1 2026.
  • iShares Core S&P Small-Cap ETF made up 0.03% of JPL Wealth Management's portfolio in Q1 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 2 quarters since.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.