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

Palumbo 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	$7.82M	Sell	52,724 -656	-1%	-$90K	1.64%	16
2026 Q1	$6.64M	Sell	53,380 -2,004	-4%	-$255K	1.62%	15
2025 Q4	$6.66M	Buy	+55,384	New	+$6.62M	1.64%	14
2025 Q3	–	Sell	-3,011	Closed	-$329K	–	200
2025 Q2	$329K	Buy	3,011 +127	+4%	+$13.1K	0.1%	137
2025 Q1	$302K	Buy	2,884 +40	+1%	+$4.51K	0.1%	134
2024 Q4	$328K	Buy	2,844 +19	+0.7%	+$2.27K	0.12%	115
2024 Q3	$330K	Buy	2,825 +3	+0.1%	+$339	0.13%	110
2024 Q2	$301K	Sell	2,822 -2,071	-42%	-$222K	0.13%	104
2024 Q1	$541K	Buy	4,893 +1,387	+40%	+$147K	0.24%	73
2023 Q4	$380K	Sell	3,506 -1,225	-26%	-$118K	0.19%	88
2023 Q3	$446K	Sell	4,731 -6,650	-58%	-$664K	0.25%	71
2023 Q2	$1.13M	Sell	11,381 -3,457	-23%	-$329K	0.69%	29
2023 Q1	$1.43M	Sell	14,838 -960	-6%	-$96K	0.95%	21
2022 Q4	$1.5M	Sell	15,798 -4,099	-21%	-$393K	1.19%	16
2022 Q3	$1.74M	Buy	19,897 +113	+0.6%	+$11K	1.47%	15
2022 Q2	$1.83M	Sell	19,784 -437	-2%	-$43.5K	1.45%	14
2022 Q1	$2.18M	Buy	+20,221	New	+$2.18M	1.4%	17

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

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

Palumbo Wealth Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.2% in Q2 2026, selling an estimated $90K and leaving 52,724 shares worth $7.82M. The position accounts for 1.64% of the portfolio, ranked #16.

Palumbo Wealth Management first reported a position in IJR in Q1 2022 and has held it in 17 quarters since. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Palumbo Wealth Management held 52,724 shares of iShares Core S&P Small-Cap ETF worth $7.82M as of Q2 2026.
Palumbo Wealth Management sold 656 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $90K.
iShares Core S&P Small-Cap ETF made up 1.64% of Palumbo Wealth Management's portfolio in Q2 2026, its #16 holding.
Palumbo Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2022 and has held it in 17 quarters since.
2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.