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

Paradigm Strategies in 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	$19.4M	Buy	131,057 +482	+0.4%	+$66.1K	11.84%	2
2026 Q1	$16.2M	Sell	130,575 -9,255	-7%	-$1.18M	11.01%	4
2025 Q4	$16.8M	Sell	139,830 -3,710	-3%	-$444K	11.03%	4
2025 Q3	$17.1M	Sell	143,540 -2,712	-2%	-$312K	10.92%	4
2025 Q2	$16M	Sell	146,252 -234	-0.2%	-$24.2K	10.46%	5
2025 Q1	$15.3M	Sell	146,486 -1,987	-1%	-$224K	10.33%	4
2024 Q4	$17.1M	Sell	148,473 -4,936	-3%	-$590K	11.27%	4
2024 Q3	$17.9M	Buy	153,409 +1,324	+0.9%	+$150K	11.24%	5
2024 Q2	$16.2M	Buy	152,085 +8,092	+6%	+$866K	9.96%	5
2024 Q1	$15.9M	Buy	143,993 +1,343	+0.9%	+$143K	9.82%	5
2023 Q4	$15.4M	Sell	142,650 -5,712	-4%	-$550K	10.16%	5
2023 Q3	$14M	Buy	148,362 +3,094	+2%	+$309K	8.92%	5
2023 Q2	$14.5M	Buy	145,268 +19,402	+15%	+$1.85M	9.8%	4
2023 Q1	$12.2M	Buy	125,866 +6,461	+5%	+$646K	9.58%	5
2022 Q4	$11.3M	Buy	119,405 +10,472	+10%	+$1M	10.06%	5
2022 Q3	$9.5M	Buy	108,933 +56,690	+109%	+$5.51M	8.66%	6
2022 Q2	$4.83M	Buy	52,243 +3,583	+7%	+$356K	5.26%	7
2022 Q1	$5.25M	Buy	48,660 +2,418	+5%	+$261K	5.49%	6
2021 Q4	$5.29M	Sell	46,242 -248	-0.5%	-$28.3K	5.36%	6
2021 Q3	$5.08M	Buy	46,490 +1,958	+4%	+$216K	4.79%	6
2021 Q2	$5.03M	Sell	44,532 -1,330	-3%	-$148K	4.52%	6
2021 Q1	$4.98M	Buy	+45,862	New	+$4.8M	4.81%	5

Other funds holding IJR

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

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

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

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Paradigm Strategies in Wealth Management's IJR Position: Q2 2026 in Review

Paradigm Strategies in Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.37% in Q2 2026, buying an estimated $66.1K and bringing the position to 131,057 shares worth $19.4M. The position accounts for 11.84% of the portfolio, ranked #2.

Paradigm Strategies in Wealth Management first reported a position in IJR in Q1 2021 and has held it in 22 quarters since. 1,265 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Paradigm Strategies in Wealth Management held 131,057 shares of iShares Core S&P Small-Cap ETF worth $19.4M as of Q2 2026.
Paradigm Strategies in Wealth Management bought 482 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $66.1K.
iShares Core S&P Small-Cap ETF made up 11.84% of Paradigm Strategies in Wealth Management's portfolio in Q2 2026, its #2 holding.
Paradigm Strategies in Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2021 and has held it in 22 quarters since.
1,265 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.