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

Liberty 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 		$585K Hold
4,704
– – 0.07% 132
2026
Q1 		$585K Sell
4,704
-579
-11% -$73.6K 0.07% 132
2025
Q4 		$635K Sell
5,283
-103
-2% -$12.3K 0.08% 121
2025
Q3 		$640K Buy
5,386
+14
+0.3% +$1.61K 0.09% 113
2025
Q2 		$587K Sell
5,372
-12
-0.2% -$1.24K 0.09% 113
2025
Q1 		$563K Sell
5,384
-491
-8% -$55.4K 0.11% 84
2024
Q4 		$677K Buy
5,875
+19
+0.3% +$2.27K 0.11% 97
2024
Q3 		$685K Buy
5,856
+24
+0.4% +$2.71K 0.12% 99
2024
Q2 		$622K Buy
5,832
+2,329
+66% +$249K 0.11% 102
2024
Q1 		$387K Sell
3,503
-86
-2% -$9.13K 0.08% 120
2023
Q4 		$389K Sell
3,589
-2,356
-40% -$227K 0.08% 115
2023
Q3 		$561K Buy
5,945
+477
+9% +$47.7K 0.14% 89
2023
Q2 		$545K Sell
5,468
-1,464
-21% -$139K 0.13% 85
2023
Q1 		$681K Buy
+6,932
New +$693K 0.14% 91
2022
Q3 		$1.69M Buy
+19,406
New +$1.88M 0.45% 39
2022
Q2 		– Sell
-25,935
Closed -$2.8M – 161
2022
Q1 		$2.8M Buy
+25,935
New +$2.8M 1.01% 22
2021
Q4 		– Sell
-27,520
Closed -$3.14M – 41
2021
Q3 		$3M Buy
27,520
+1,167
+4% +$128K 1.07% 20
2021
Q2 		$2.98M Buy
26,353
+1,722
+7% +$192K 1.16% 20
2021
Q1 		$2.44M Hold
24,631
– – 1.19% 18
2020
Q4 		$2.44M Sell
24,631
-17,744
-42% -$1.46M 1.2% 18
2020
Q3 		$2.98M Buy
42,375
+7,648
+22% +$548K 1.75% 13
2020
Q2 		$2.37M Buy
34,727
+34,014
+4,771% +$2.15M 1.67% 14
2020
Q1 		$40K Sell
713
-768
-52% -$57.2K 0.03% 238
2019
Q4 		$124K Sell
1,481
-1,611
-52% -$130K 0.1% 137
2019
Q3 		$240K Buy
3,092
+816
+36% +$63.2K 0.23% 84
2019
Q2 		$178K Sell
2,276
-1,563
-41% -$121K 0.16% 113
2019
Q1 		$296K Buy
3,839
+617
+19% +$47.4K 0.22% 69
2018
Q4 		$223K Buy
+3,222
New +$249K 0.17% 80

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Liberty Wealth Management held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 4,704 shares worth $585K. The position accounts for 0.07% of the portfolio, ranked #132.

Liberty Wealth Management first reported a position in IJR in Q4 2018 and has held it in 28 quarters since. The position peaked at $3M in Q3 2021. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Liberty Wealth Management held 4,704 shares of iShares Core S&P Small-Cap ETF worth $585K as of Q2 2026.
  • Liberty 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 0.07% of Liberty Wealth Management's portfolio in Q2 2026, its #132 holding.
  • Liberty Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 28 quarters since.
  • Liberty Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $3M in Q3 2021.
  • 2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.