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

Latko 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	$9.25M	Buy	62,362 +714	+1%	+$98K	3.93%	8
2026 Q1	$7.66M	Buy	61,648 +1,799	+3%	+$229K	3.74%	9
2025 Q4	$7.19M	Buy	59,849 +1,116	+2%	+$133K	3.52%	8
2025 Q3	$6.98M	Buy	58,733 +4,608	+9%	+$530K	3.54%	8
2025 Q2	$5.92M	Buy	54,125 +4,680	+9%	+$484K	3.33%	9
2025 Q1	$5.17M	Sell	49,445 -100	-0.2%	-$11.3K	3.35%	9
2024 Q4	$5.71M	Buy	49,545 +583	+1%	+$69.7K	3.38%	9
2024 Q3	$5.73M	Buy	+48,962	New	+$5.53M	3.47%	9

Other funds holding IJR

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

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

Latko Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.2% in Q2 2026, buying an estimated $98K and bringing the position to 62,362 shares worth $9.25M. The position accounts for 3.93% of the portfolio, ranked #8.

Latko Wealth Management first reported a position in IJR in Q3 2024 and has held it in 8 quarters since. 1,512 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Latko Wealth Management held 62,362 shares of iShares Core S&P Small-Cap ETF worth $9.25M as of Q2 2026.
Latko Wealth Management bought 714 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $98K.
iShares Core S&P Small-Cap ETF made up 3.93% of Latko Wealth Management's portfolio in Q2 2026, its #8 holding.
Latko Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q3 2024 and has held it in 8 quarters since.
1,512 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Latko Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.