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

Proactive 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 Q1	$493K	Buy	3,966 +2,109	+114%	+$268K	0.09%	142
2025 Q4	$223K	Buy	1,857 +35	+2%	+$4.19K	0.09%	142
2025 Q3	$216K	Sell	1,822 -63	-3%	-$7.25K	0.09%	132
2025 Q2	$206K	Buy	+1,885	New	+$195K	0.1%	134
2025 Q1	–	Sell	-1,881	Closed	-$217K	–	133
2024 Q4	$217K	Buy	1,881 +23	+1%	+$2.75K	0.11%	125
2024 Q3	$217K	Buy	+1,858	New	+$210K	0.12%	120

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Proactive Wealth Strategies's IJR Position: Q1 2026 in Review

Proactive Wealth Strategies increased its iShares Core S&P Small-Cap ETF (IJR) stake by 114% in Q1 2026, buying an estimated $268K and bringing the position to 3,966 shares worth $493K. The position accounts for 0.09% of the portfolio, ranked #142.

Proactive Wealth Strategies first reported a position in IJR in Q3 2024 and has held it in 6 quarters since. 2,742 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Proactive Wealth Strategies held 3,966 shares of iShares Core S&P Small-Cap ETF worth $493K as of Q1 2026.
Proactive Wealth Strategies bought 2,109 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $268K.
iShares Core S&P Small-Cap ETF made up 0.09% of Proactive Wealth Strategies's portfolio in Q1 2026, its #142 holding.
Proactive Wealth Strategies first reported a position in iShares Core S&P Small-Cap ETF in Q3 2024 and has held it in 6 quarters since.
2,742 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Proactive Wealth Strategies's 13F filing for Q1 2026, filed 29 Apr 2026.