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

LMG Wealth Partners’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 		$705K Buy
4,751
+1,983
+72% +$272K 0.11% 112
2026
Q1 		$344K Sell
2,768
-153
-5% -$19.4K 0.06% 126
2025
Q4 		$351K Buy
2,921
+20
+0.7% +$2.39K 0.07% 123
2025
Q3 		$345K Buy
2,901
+140
+5% +$16.1K 0.06% 122
2025
Q2 		$302K Buy
2,761
+28
+1% +$2.89K 0.06% 118
2025
Q1 		$286K Buy
2,733
+98
+4% +$11.1K 0.06% 116
2024
Q4 		$304K Buy
2,635
+27
+1% +$3.23K 0.07% 111
2024
Q3 		$305K Buy
2,608
+133
+5% +$15K 0.07% 104
2024
Q2 		$264K Buy
2,475
+241
+11% +$25.8K 0.07% 106
2024
Q1 		$247K Sell
2,234
-36
-2% -$3.82K 0.06% 110
2023
Q4 		$246K Buy
2,270
+47
+2% +$4.53K 0.07% 95
2023
Q3 		$210K Buy
+2,223
New +$222K 0.06% 99

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

LMG Wealth Partners's IJR Position: Q2 2026 in Review

LMG Wealth Partners increased its iShares Core S&P Small-Cap ETF (IJR) stake by 72% in Q2 2026, buying an estimated $272K and bringing the position to 4,751 shares worth $705K. The position accounts for 0.11% of the portfolio, ranked #112.

LMG Wealth Partners first reported a position in IJR in Q3 2023 and has held it in 12 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • LMG Wealth Partners held 4,751 shares of iShares Core S&P Small-Cap ETF worth $705K as of Q2 2026.
  • LMG Wealth Partners bought 1,983 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $272K.
  • iShares Core S&P Small-Cap ETF made up 0.11% of LMG Wealth Partners's portfolio in Q2 2026, its #112 holding.
  • LMG Wealth Partners first reported a position in iShares Core S&P Small-Cap ETF in Q3 2023 and has held it in 12 quarters since.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.