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

MY 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 Q1	$235K	Buy	2,245 +85	+4%	+$10.8K	0.23%	23
2025 Q4	$260K	Hold	2,160	–	–	0.23%	31
2025 Q3	$257K	Hold	2,160	–	–	0.23%	31
2025 Q2	$236K	Sell	2,160 -85	-4%	-$8.79K	0.23%	29
2025 Q1	$235K	Hold	2,245	–	–	0.23%	23
2024 Q4	$259K	Sell	2,245 -9	-0.4%	-$1.07K	0.26%	23
2024 Q3	$264K	Buy	+2,254	New	+$255K	0.27%	23
2024 Q2	–	Sell	-2,254	Closed	-$249K	–	25
2024 Q1	$249K	Sell	2,254 -4,055	-64%	-$431K	0.27%	23
2023 Q4	$683K	Buy	6,309 +13	+0.2%	+$1.25K	0.64%	17
2023 Q3	$594K	Sell	6,296 -26	-0.4%	-$2.6K	0.59%	22
2023 Q2	$630K	Buy	6,322 +685	+12%	+$65.2K	0.57%	21
2023 Q1	$545K	Buy	5,637 +59	+1%	+$5.9K	0.55%	22
2022 Q4	$528K	Buy	+5,578	New	+$535K	0.8%	18

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

MY Wealth Management's IJR Position: Q1 2026 in Review

MY Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 3.9% in Q1 2026, buying an estimated $10.8K and bringing the position to 2,245 shares worth $235K. The position accounts for 0.23% of the portfolio, ranked #23.

MY Wealth Management first reported a position in IJR in Q4 2022 and has held it in 13 quarters since. The position peaked at $683K in Q4 2023. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

MY Wealth Management held 2,245 shares of iShares Core S&P Small-Cap ETF worth $235K as of Q1 2026.
MY Wealth Management bought 85 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $10.8K.
iShares Core S&P Small-Cap ETF made up 0.23% of MY Wealth Management's portfolio in Q1 2026, its #23 holding.
MY Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 13 quarters since.
MY Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $683K in Q4 2023.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on MY Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.