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

Precision Wealth Strategies’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	$3.52M	Sell	23,719 -1,216	-5%	-$167K	1.06%	25
2026 Q1	$3.1M	Sell	24,935 -4,281	-15%	-$544K	1.03%	26
2025 Q4	$3.51M	Sell	29,216 -3,367	-10%	-$403K	1.14%	21
2025 Q3	$3.87M	Sell	32,583 -2,850	-8%	-$328K	1.26%	19
2025 Q2	$3.87M	Buy	+35,433	New	+$3.66M	1.26%	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

Precision Wealth Strategies's IJR Position: Q2 2026 in Review

Precision Wealth Strategies reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 4.9% in Q2 2026, selling an estimated $167K and leaving 23,719 shares worth $3.52M. The position accounts for 1.06% of the portfolio, ranked #25.

Precision Wealth Strategies first reported a position in IJR in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.87M in Q2 2025. 2,841 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Precision Wealth Strategies held 23,719 shares of iShares Core S&P Small-Cap ETF worth $3.52M as of Q2 2026.
Precision Wealth Strategies sold 1,216 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $167K.
iShares Core S&P Small-Cap ETF made up 1.06% of Precision Wealth Strategies's portfolio in Q2 2026, its #25 holding.
Precision Wealth Strategies first reported a position in iShares Core S&P Small-Cap ETF in Q2 2025 and has held it in 5 quarters since.
Precision Wealth Strategies's iShares Core S&P Small-Cap ETF position peaked at $3.87M in Q2 2025.
2,841 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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