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

Mowery & Schoenfeld 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	$7.8K	Hold	53	–	–	0.01%	266
2026 Q1	$6.54K	Sell	53 -602	-92%	-$76.5K	0.01%	255
2025 Q4	$78.7K	Buy	655 +602	+1,136%	+$72K	0.11%	109
2025 Q3	$6.25K	Hold	53	–	–	0.01%	262
2025 Q2	$5.75K	Sell	53 -1,397	-96%	-$144K	0.01%	266
2025 Q1	$152K	Buy	+1,450	New	+$164K	0.3%	59

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 22.9% 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

Mowery & Schoenfeld Wealth Management's IJR Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 53 shares worth $7.8K. The position accounts for 0.01% of the portfolio, ranked #266.

Mowery & Schoenfeld Wealth Management first reported a position in IJR in Q1 2025 and has held it in 6 quarters since. The position peaked at $152K in Q1 2025. 2,851 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Mowery & Schoenfeld Wealth Management held 53 shares of iShares Core S&P Small-Cap ETF worth $7.8K as of Q2 2026.
Mowery & Schoenfeld Wealth Management left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #266 holding.
Mowery & Schoenfeld Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2025 and has held it in 6 quarters since.
Mowery & Schoenfeld Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $152K in Q1 2025.
2,851 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.