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

Olistico Wealth’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 		$1.72M Sell
11,615
-1,571
-12% -$216K 0.74% 31
2026
Q1 		$1.64M Sell
13,186
-482
-4% -$61.2K 0.81% 28
2025
Q4 		$1.64M Sell
13,668
-14,637
-52% -$1.75M 0.8% 25
2025
Q3 		$3.36M Buy
28,305
+853
+3% +$98.1K 1.78% 14
2025
Q2 		$3M Buy
27,452
+3,278
+14% +$339K 1.67% 14
2025
Q1 		$2.53M Buy
24,174
+1,094
+5% +$123K 1.56% 15
2024
Q4 		$2.66M Buy
23,080
+1,398
+6% +$167K 1.55% 14
2024
Q3 		$2.54M Buy
21,682
+1,748
+9% +$197K 1.55% 15
2024
Q2 		$2.13M Buy
19,934
+561
+3% +$60K 1.36% 16
2024
Q1 		$2.14M Buy
19,373
+856
+5% +$90.9K 1.55% 13
2023
Q4 		$2M Buy
18,517
+4,031
+28% +$388K 1.57% 13
2023
Q3 		$1.37M Buy
14,486
+489
+3% +$48.9K 1.22% 18
2023
Q2 		$1.39M Sell
13,997
-5,810
-29% -$553K 1.19% 19
2023
Q1 		$1.92M Buy
19,807
+1,063
+6% +$106K 1.84% 10
2022
Q4 		$1.77M Buy
+18,744
New +$1.8M 1.92% 10

Other funds holding IJR

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Olistico Wealth's IJR Position: Q2 2026 in Review

Olistico Wealth reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 12% in Q2 2026, selling an estimated $216K and leaving 11,615 shares worth $1.72M. The position accounts for 0.74% of the portfolio, ranked #31.

Olistico Wealth first reported a position in IJR in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.36M in Q3 2025. 537 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Olistico Wealth held 11,615 shares of iShares Core S&P Small-Cap ETF worth $1.72M as of Q2 2026.
  • Olistico Wealth sold 1,571 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $216K.
  • iShares Core S&P Small-Cap ETF made up 0.74% of Olistico Wealth's portfolio in Q2 2026, its #31 holding.
  • Olistico Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • Olistico Wealth's iShares Core S&P Small-Cap ETF position peaked at $3.36M in Q3 2025.
  • 537 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.