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

Peloton Wealth Strategists’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 		$698K Buy
4,709
+125
+3% +$17.2K 0.26% 71
2026
Q1 		$570K Buy
4,584
+345
+8% +$43.8K 0.23% 69
2025
Q4 		$509K Buy
4,239
+1,255
+42% +$150K 0.2% 75
2025
Q3 		$355K Buy
2,984
+85
+3% +$9.78K 0.14% 81
2025
Q2 		$317K Sell
2,899
-400
-12% -$41.3K 0.13% 82
2025
Q1 		$345K Buy
3,299
+125
+4% +$14.1K 0.14% 83
2024
Q4 		$366K Buy
3,174
+100
+3% +$11.9K 0.15% 82
2024
Q3 		$360K Sell
3,074
-60
-2% -$6.78K 0.14% 85
2024
Q2 		$334K Buy
3,134
+315
+11% +$33.7K 0.14% 81
2024
Q1 		$312K Buy
2,819
+10
+0.4% +$1.06K 0.13% 83
2023
Q4 		$304K Buy
+2,809
New +$271K 0.13% 85
2019
Q1 		– Sell
-7,617
Closed -$528K – 65
2018
Q4 		$528K Sell
7,617
-2,633
-26% -$203K 0.43% 53
2018
Q3 		$894K Sell
10,250
-2,723
-21% -$239K 0.61% 51
2018
Q2 		$1.08M Buy
12,973
+725
+6% +$59.1K 0.78% 50
2018
Q1 		$943K Buy
12,248
+2,591
+27% +$202K 0.71% 49
2017
Q4 		$742K Buy
9,657
+728
+8% +$54.9K 0.55% 58
2017
Q3 		$663K Buy
8,929
+1,087
+14% +$76.2K 0.51% 57
2017
Q2 		$550K Buy
+7,842
New +$543K 0.43% 63
2016
Q1 		$477K Sell
8,470
-100
-1% -$5.22K 0.4% 66
2015
Q4 		$472K Buy
8,570
+140
+2% +$7.89K 0.41% 67
2015
Q3 		$449K Buy
8,430
+70
+0.8% +$3.97K 0.39% 66
2015
Q2 		$493K Sell
8,360
-1,040
-11% -$61.5K 0.39% 64
2015
Q1 		$555K Buy
9,400
+90
+1% +$5.16K 0.43% 65
2014
Q4 		$531K Sell
9,310
-1,306
-12% -$71.3K 0.4% 69
2014
Q3 		$554K Buy
10,616
+4,936
+87% +$269K 0.44% 65
2014
Q2 		$330K Sell
5,680
-4,536
-44% -$245K 0.29% 67
2014
Q1 		$563K Buy
10,216
+800
+8% +$43.2K 0.46% 63
2013
Q4 		$514K Buy
9,416
+300
+3% +$15.7K 0.42% 67
2013
Q3 		$455K Buy
9,116
+56
+0.6% +$2.71K 0.38% 67
2013
Q2 		$409K Buy
+9,060
New +$401K 0.37% 67

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Peloton Wealth Strategists's IJR Position: Q2 2026 in Review

Peloton Wealth Strategists increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2.7% in Q2 2026, buying an estimated $17.2K and bringing the position to 4,709 shares worth $698K. The position accounts for 0.26% of the portfolio, ranked #71.

Peloton Wealth Strategists first reported a position in IJR in Q2 2013 and has held it in 30 quarters since. The position peaked at $1.08M in Q2 2018. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Peloton Wealth Strategists held 4,709 shares of iShares Core S&P Small-Cap ETF worth $698K as of Q2 2026.
  • Peloton Wealth Strategists bought 125 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $17.2K.
  • iShares Core S&P Small-Cap ETF made up 0.26% of Peloton Wealth Strategists's portfolio in Q2 2026, its #71 holding.
  • Peloton Wealth Strategists first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 30 quarters since.
  • Peloton Wealth Strategists's iShares Core S&P Small-Cap ETF position peaked at $1.08M in Q2 2018.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Peloton Wealth Strategists's 13F filing for Q2 2026, filed 10 Aug 2026.