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

Lineweaver Wealth Advisors’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	$1.87M	Sell	12,617 -319	-2%	-$43.8K	0.22%	92
2026 Q1	$1.61M	Sell	12,936 -127	-1%	-$16.1K	0.22%	91
2025 Q4	$1.57M	Buy	13,063 +707	+6%	+$84.6K	0.21%	91
2025 Q3	$1.47M	Sell	12,356 -57	-0.5%	-$6.56K	0.22%	87
2025 Q2	$1.36M	Sell	12,413 -6,483	-34%	-$670K	0.21%	85
2025 Q1	$1.98M	Buy	18,896 +329	+2%	+$37.1K	0.34%	59
2024 Q4	$2.14M	Buy	18,567 +45	+0.2%	+$5.38K	0.4%	53
2024 Q3	$2.17M	Sell	18,522 -317	-2%	-$35.8K	0.41%	46
2024 Q2	$2.01M	Sell	18,839 -1,129	-6%	-$121K	0.42%	45
2024 Q1	$2.21M	Sell	19,968 -246	-1%	-$26.1K	0.52%	39
2023 Q4	$2.19M	Sell	20,214 -4,799	-19%	-$463K	0.57%	38
2023 Q3	$2.36M	Sell	25,013 -1,788	-7%	-$179K	0.69%	29
2023 Q2	$2.67M	Sell	26,801 -2,106	-7%	-$201K	0.76%	25
2023 Q1	$2.8M	Sell	28,907 -48,357	-63%	-$4.83M	0.86%	21
2022 Q4	$7.32M	Sell	77,264 -823	-1%	-$78.9K	2.22%	10
2022 Q3	$6.81M	Buy	78,087 +2,262	+3%	+$220K	2.21%	10
2022 Q2	$7.01M	Sell	75,825 -2,138	-3%	-$213K	2.31%	10
2022 Q1	$8.41M	Sell	77,963 -15,635	-17%	-$1.69M	2.4%	10
2021 Q4	$10.7M	Buy	93,598 +513	+0.6%	+$58.5K	3.09%	9
2021 Q3	$10.2M	Buy	93,085 +3,427	+4%	+$377K	3.1%	10
2021 Q2	$10.1M	Buy	89,658 +1,434	+2%	+$160K	3.32%	9
2021 Q1	$9.57M	Buy	88,224 +26,351	+43%	+$2.76M	3.4%	8
2020 Q4	$5.69M	Sell	61,873 -37,304	-38%	-$3.06M	2.23%	15
2020 Q3	$6.97M	Sell	99,177 -627	-0.6%	-$44.9K	3.11%	10
2020 Q2	$6.82M	Buy	99,804 +71,902	+258%	+$4.54M	3.46%	8
2020 Q1	$1.56M	Sell	27,902 -19	-0.1%	-$1.42K	0.98%	24
2019 Q4	$2.34M	Buy	+27,921	New	+$2.25M	1.32%	19

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

Lineweaver Wealth Advisors's IJR Position: Q2 2026 in Review

Lineweaver Wealth Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 2.5% in Q2 2026, selling an estimated $43.8K and leaving 12,617 shares worth $1.87M. The position accounts for 0.22% of the portfolio, ranked #92.

Lineweaver Wealth Advisors first reported a position in IJR in Q4 2019 and has held it in 27 quarters since. The position peaked at $10.7M in Q4 2021. 2,848 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Lineweaver Wealth Advisors held 12,617 shares of iShares Core S&P Small-Cap ETF worth $1.87M as of Q2 2026.
Lineweaver Wealth Advisors sold 319 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $43.8K.
iShares Core S&P Small-Cap ETF made up 0.22% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #92 holding.
Lineweaver Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 27 quarters since.
Lineweaver Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $10.7M in Q4 2021.
2,848 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.