Measured Wealth Private Client Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Measured Wealth Private Client Group’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	$111K	Buy	747 +154	+26%	+$21.1K	0.03%	241
2026 Q1	$73.7K	Hold	593	–	–	0.02%	256
2025 Q4	$71.3K	Sell	593 -293	-33%	-$35K	0.02%	275
2025 Q3	$105K	Buy	+886	New	+$102K	0.03%	233
2021 Q3	–	Sell	-2,009	Closed	-$227K	–	166
2021 Q2	$227K	Buy	+2,009	New	+$224K	0.07%	159
2020 Q1	–	Sell	-2,931	Closed	-$246K	–	111
2019 Q4	$246K	Sell	2,931 -415	-12%	-$33.4K	0.16%	86
2019 Q3	$260K	Sell	3,346 -699	-17%	-$54.1K	0.17%	93
2019 Q2	$317K	Sell	4,045 -92	-2%	-$7.14K	0.18%	121
2019 Q1	$319K	Buy	4,137 +639	+18%	+$49.1K	0.2%	116
2018 Q4	$242K	Buy	3,498 +1,023	+41%	+$79.1K	0.22%	80
2018 Q3	$216K	Buy	+2,475	New	+$217K	0.13%	139

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

Measured Wealth Private Client Group's IJR Position: Q2 2026 in Review

Measured Wealth Private Client Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 26% in Q2 2026, buying an estimated $21.1K and bringing the position to 747 shares worth $111K. The position accounts for 0.03% of the portfolio, ranked #241.

Measured Wealth Private Client Group first reported a position in IJR in Q3 2018 and has held it in 11 quarters since. The position peaked at $319K in Q1 2019. 2,824 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Measured Wealth Private Client Group held 747 shares of iShares Core S&P Small-Cap ETF worth $111K as of Q2 2026.
Measured Wealth Private Client Group bought 154 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $21.1K.
iShares Core S&P Small-Cap ETF made up 0.03% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #241 holding.
Measured Wealth Private Client Group first reported a position in iShares Core S&P Small-Cap ETF in Q3 2018 and has held it in 11 quarters since.
Measured Wealth Private Client Group's iShares Core S&P Small-Cap ETF position peaked at $319K in Q1 2019.
2,824 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.