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

Lauer 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	$594K	Buy	+4,084	New	+$560K	0.36%	41
2025 Q2	–	Sell	-7,768	Closed	-$783K	–	62
2025 Q1	$783K	Buy	7,768 +100	+1%	+$11.3K	0.6%	20
2024 Q4	$884K	Hold	7,668	–	–	0.59%	19
2024 Q3	$879K	Sell	7,668 -100	-1%	-$11.3K	0.68%	18
2024 Q2	$856K	Hold	7,768	–	–	0.67%	18
2024 Q1	$824K	Sell	7,768 -10	-0.1%	-$1.06K	0.72%	20
2023 Q4	$828K	Hold	7,778	–	–	0.77%	20
2023 Q3	$722K	Sell	7,778 -50	-0.6%	-$5K	0.78%	20
2023 Q2	$808K	Buy	7,828 +330	+4%	+$31.4K	0.84%	20
2023 Q1	$712K	Buy	+7,498	New	+$750K	0.89%	19

Other funds holding IJR

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

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Lauer Wealth's IJR Position: Q2 2026 in Review

Lauer Wealth opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 4,084 shares worth $594K. The stake represents 0.36% of the portfolio and ranks #41 among its holdings. This is a return to the name: Lauer Wealth previously reported a position in IJR as recently as Q1 2025.

Lauer Wealth first reported a position in IJR in Q1 2023 and has held it in 10 quarters since. The position peaked at $884K in Q4 2024. 1,062 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Lauer Wealth held 4,084 shares of iShares Core S&P Small-Cap ETF worth $594K as of Q2 2026.
iShares Core S&P Small-Cap ETF was a new Lauer Wealth position in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.36% of Lauer Wealth's portfolio in Q2 2026, its #41 holding.
Lauer Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q1 2023 and has held it in 10 quarters since.
Lauer Wealth's iShares Core S&P Small-Cap ETF position peaked at $884K in Q4 2024.
1,062 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Lauer Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.