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

LongView 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	$297K	Buy	2,006 +108	+6%	+$14.8K	0.08%	174
2026 Q1	$251K	Sell	1,898 -83	-4%	-$10.5K	0.06%	216
2025 Q4	$251K	Hold	1,981	–	–	0.06%	225
2025 Q3	$235K	Sell	1,981 -115	-5%	-$13.2K	0.06%	209
2025 Q2	$229K	Sell	2,096 -577	-22%	-$59.6K	0.07%	200
2025 Q1	$280K	Sell	2,673 -374	-12%	-$42.2K	0.08%	172
2024 Q4	$351K	Sell	3,047 -411	-12%	-$49.1K	0.11%	143
2024 Q3	$404K	Sell	3,458 -351	-9%	-$39.7K	0.13%	128
2024 Q2	$406K	Sell	3,809 -253	-6%	-$27.1K	0.15%	119
2024 Q1	$449K	Buy	4,062 +71	+2%	+$7.54K	0.18%	110
2023 Q4	$419K	Buy	+3,991	New	+$385K	0.19%	106

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

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

LongView Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 5.7% in Q2 2026, buying an estimated $14.8K and bringing the position to 2,006 shares worth $297K. The position accounts for 0.08% of the portfolio, ranked #174.

LongView Wealth Management first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. The position peaked at $449K in Q1 2024. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

LongView Wealth Management held 2,006 shares of iShares Core S&P Small-Cap ETF worth $297K as of Q2 2026.
LongView Wealth Management bought 108 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $14.8K.
iShares Core S&P Small-Cap ETF made up 0.08% of LongView Wealth Management's portfolio in Q2 2026, its #174 holding.
LongView Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
LongView Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $449K in Q1 2024.
2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.