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

Mosley 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	$769K	Sell	5,183 -1,461	-22%	-$201K	0.24%	72
2026 Q1	$789K	Buy	6,644 +10	+0.2%	+$1.27K	0.36%	63
2025 Q4	$792K	Buy	+6,634	New	+$793K	0.36%	64
2024 Q4	$694K	Buy	5,867 +340	+6%	+$40.6K	0.43%	55
2024 Q3	$642K	Buy	5,527 +557	+11%	+$62.9K	0.44%	50
2024 Q2	$530K	Buy	4,970 +346	+7%	+$37K	0.45%	48
2024 Q1	$511K	Buy	4,624 +398	+9%	+$42.3K	0.48%	48
2023 Q4	$457K	Buy	+4,226	New	+$407K	0.45%	47

Other funds holding IJR

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Mosley Wealth Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 22% in Q2 2026, selling an estimated $201K and leaving 5,183 shares worth $769K. The position accounts for 0.24% of the portfolio, ranked #72.

Mosley Wealth Management first reported a position in IJR in Q4 2023 and has held it in 8 quarters since. The position peaked at $792K in Q4 2025. 1,981 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Mosley Wealth Management held 5,183 shares of iShares Core S&P Small-Cap ETF worth $769K as of Q2 2026.
Mosley Wealth Management sold 1,461 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $201K.
iShares Core S&P Small-Cap ETF made up 0.24% of Mosley Wealth Management's portfolio in Q2 2026, its #72 holding.
Mosley Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 8 quarters since.
Mosley Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $792K in Q4 2025.
1,981 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.