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

Power 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
Q1 		– Sell
-19,183
Closed -$2.31M – 99
2025
Q4 		$2.31M Buy
+19,183
New +$2.29M 0.81% 22

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Power Wealth Management's IJR Position: Q1 2026 in Review

Power Wealth Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2026, closing a stake of 19,183 shares — an estimated $2.31M sold.

Power Wealth Management first reported a position in IJR in Q4 2025 and held it in 1 quarter. The position peaked at $2.31M in Q4 2025. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Power Wealth Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Power Wealth Management sold 19,183 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $2.31M.
  • Power Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2025 and held it in 1 quarter.
  • Power Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $2.31M in Q4 2025.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Power Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.