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

McNaughton 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	$846K	Buy	5,703 +2	+0%	+$274	0.3%	56
2026 Q1	$709K	Sell	5,701 -184	-3%	-$23.4K	0.29%	55
2025 Q4	$707K	Buy	5,885 +3	+0.1%	+$359	0.29%	54
2025 Q3	$699K	Buy	5,882 +2	+0%	+$230	0.29%	55
2025 Q2	$643K	Buy	5,880 +3	+0.1%	+$310	0.29%	55
2025 Q1	$615K	Buy	5,877 +2	+0%	+$226	0.3%	56
2024 Q4	$677K	Buy	5,875 +7	+0.1%	+$836	0.33%	43
2024 Q3	$686K	Sell	5,868 -165	-3%	-$18.6K	0.33%	43
2024 Q2	$644K	Buy	6,033 +2	+0%	+$214	0.34%	43
2024 Q1	$667K	Buy	6,031 +2	+0%	+$212	0.37%	41
2023 Q4	$653K	Sell	6,029 -163	-3%	-$15.7K	0.39%	42
2023 Q3	$584K	Sell	6,192 -131	-2%	-$13.1K	0.39%	45
2023 Q2	$630K	Sell	6,323 -239	-4%	-$22.8K	0.4%	48
2023 Q1	$635K	Buy	6,562 +239	+4%	+$23.9K	0.42%	40
2022 Q4	$598K	Sell	6,323 -233	-4%	-$22.3K	0.41%	38
2022 Q3	$572K	Hold	6,556	–	–	0.42%	40
2022 Q2	$606K	Hold	6,556	–	–	0.43%	38
2022 Q1	$707K	Hold	6,556	–	–	0.46%	34
2021 Q4	$742K	Hold	6,556	–	–	0.48%	33
2021 Q3	$716K	Hold	6,556	–	–	0.51%	30
2021 Q2	$741K	Hold	6,556	–	–	0.52%	32
2021 Q1	$712K	Sell	6,556 -26	-0.4%	-$2.72K	0.55%	32
2020 Q4	$605K	Sell	6,582 -228	-3%	-$18.7K	0.48%	33
2020 Q3	$478K	Hold	6,810	–	–	0.42%	36
2020 Q2	$465K	Sell	6,810 -420	-6%	-$26.5K	0.43%	36
2020 Q1	$406K	Sell	7,230 -193	-3%	-$14.4K	0.43%	34
2019 Q4	$622K	Buy	+7,423	New	+$597K	0.58%	35

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

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

McNaughton Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.04% in Q2 2026, buying an estimated $274 and bringing the position to 5,703 shares worth $846K. The position accounts for 0.3% of the portfolio, ranked #56.

McNaughton Wealth Management first reported a position in IJR in Q4 2019 and has held it in 27 quarters since. 2,845 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

McNaughton Wealth Management held 5,703 shares of iShares Core S&P Small-Cap ETF worth $846K as of Q2 2026.
McNaughton Wealth Management bought 2 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $274.
iShares Core S&P Small-Cap ETF made up 0.3% of McNaughton Wealth Management's portfolio in Q2 2026, its #56 holding.
McNaughton Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 27 quarters since.
2,845 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on McNaughton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.