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

Peterson Wealth Services’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 		$20.8K Hold
140
– – ﹤0.01% 177
2026
Q1 		$17.4K Hold
140
– – ﹤0.01% 178
2025
Q4 		$16.8K Sell
140
-5,482
-98% -$656K ﹤0.01% 172
2025
Q3 		$16.6K Buy
5,622
+5,482
+3,916% +$630K ﹤0.01% 178
2025
Q2 		$15.3K Hold
140
– – ﹤0.01% 172
2025
Q1 		$14.6K Sell
140
-2,790
-95% -$315K ﹤0.01% 176
2024
Q4 		$338K Sell
2,930
-71
-2% -$8.48K 0.1% 105
2024
Q3 		$351K Buy
3,001
+12
+0.4% +$1.36K 0.11% 102
2024
Q2 		$319K Sell
2,989
-316
-10% -$33.8K 0.11% 104
2024
Q1 		$365K Sell
3,305
-381
-10% -$40.5K 0.13% 100
2023
Q4 		$399K Buy
+3,686
New +$355K 0.17% 66
2023
Q3 		– Sell
-3,735
Closed -$372K – 78
2023
Q2 		$372K Buy
3,735
+946
+34% +$90.1K 0.18% 70
2023
Q1 		$270K Buy
2,789
+195
+8% +$19.5K 0.14% 81
2022
Q4 		$245K Buy
2,594
+264
+11% +$25.3K 0.14% 82
2022
Q3 		$203K Buy
2,330
+84
+4% +$8.16K 0.14% 84
2022
Q2 		$208K Sell
2,246
-439
-16% -$43.7K 0.15% 84
2022
Q1 		$290K Buy
2,685
+423
+19% +$45.6K 0.18% 76
2021
Q4 		$259K Buy
+2,262
New +$258K 0.17% 76

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

Peterson Wealth Services's IJR Position: Q2 2026 in Review

Peterson Wealth Services held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 140 shares worth $20.8K. The position accounts for ﹤0.01% of the portfolio, ranked #177.

Peterson Wealth Services first reported a position in IJR in Q4 2021 and has held it in 18 quarters since. The position peaked at $399K in Q4 2023. 2,833 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Peterson Wealth Services held 140 shares of iShares Core S&P Small-Cap ETF worth $20.8K as of Q2 2026.
  • Peterson Wealth Services left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
  • iShares Core S&P Small-Cap ETF made up ﹤0.01% of Peterson Wealth Services's portfolio in Q2 2026, its #177 holding.
  • Peterson Wealth Services first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • Peterson Wealth Services's iShares Core S&P Small-Cap ETF position peaked at $399K in Q4 2023.
  • 2,833 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.