Landmark Wealth Management (New York)’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Landmark Wealth Management (New York)’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	$11.6M	Sell	78,089 -766	-1%	-$105K	2.77%	6
2026 Q1	$9.8M	Buy	78,855 +14,755	+23%	+$1.87M	2.62%	7
2025 Q4	$7.7M	Buy	64,100 +1,452	+2%	+$174K	2.95%	7
2025 Q3	$7.44M	Sell	62,648 -1,230	-2%	-$141K	2.96%	7
2025 Q2	$6.98M	Buy	63,878 +1,942	+3%	+$201K	2.97%	7
2025 Q1	$6.48M	Buy	61,936 +20,764	+50%	+$2.34M	2.86%	9
2024 Q4	$4.74M	Sell	41,172 -397	-1%	-$47.4K	2.1%	14
2024 Q3	$4.86M	Buy	+41,569	New	+$4.7M	2.12%	15
2024 Q2	–	Sell	-38,579	Closed	-$4.26M	–	56
2024 Q1	$4.26M	Sell	38,579 -490	-1%	-$52K	1.98%	13
2023 Q4	$4.23M	Buy	39,069 +2,587	+7%	+$249K	2.08%	13
2023 Q3	$3.44M	Buy	+36,482	New	+$3.64M	1.96%	12
2023 Q2	–	Sell	-35,503	Closed	-$3.43M	–	50
2023 Q1	$3.43M	Buy	35,503 +6,846	+24%	+$684K	1.91%	14
2022 Q4	$2.71M	Sell	28,657 -674	-2%	-$64.6K	1.96%	11
2022 Q3	$2.56M	Buy	+29,331	New	+$2.85M	1.94%	12
2022 Q2	–	Sell	-67,772	Closed	-$3.69M	–	103
2022 Q1	$3.69M	Buy	67,772 +33,819	+100%	+$3.65M	1.94%	12
2021 Q4	$4K	Buy	+33,953	New	+$3.87M	2.34%	12

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

Landmark Wealth Management (New York)'s IJR Position: Q2 2026 in Review

Landmark Wealth Management (New York) reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.97% in Q2 2026, selling an estimated $105K and leaving 78,089 shares worth $11.6M. The position accounts for 2.77% of the portfolio, ranked #6.

Landmark Wealth Management (New York) first reported a position in IJR in Q4 2021 and has held it in 16 quarters since. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Landmark Wealth Management (New York) held 78,089 shares of iShares Core S&P Small-Cap ETF worth $11.6M as of Q2 2026.
Landmark Wealth Management (New York) sold 766 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $105K.
iShares Core S&P Small-Cap ETF made up 2.77% of Landmark Wealth Management (New York)'s portfolio in Q2 2026, its #6 holding.
Landmark Wealth Management (New York) first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 16 quarters since.
2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2026, filed 10 Aug 2026.