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

Proathlete 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 Q2	$33.9M	Buy	228,635 +1,707	+0.8%	+$234K	8.39%	4
2026 Q1	$28.2M	Buy	226,928 +4,748	+2%	+$603K	7.83%	4
2025 Q4	$26.8M	Buy	222,180 +7,459	+3%	+$892K	7.3%	4
2025 Q3	$25.5M	Buy	214,721 +8,665	+4%	+$997K	7.34%	4
2025 Q2	$22.5M	Buy	206,056 +10,358	+5%	+$1.07M	7.17%	4
2025 Q1	$20.5M	Buy	195,698 +12,249	+7%	+$1.38M	7.46%	3
2024 Q4	$21.1M	Buy	183,449 +12,666	+7%	+$1.51M	7.96%	3
2024 Q3	$20M	Buy	170,783 +7,235	+4%	+$817K	8.23%	3
2024 Q2	$17.4M	Buy	163,548 +8,164	+5%	+$873K	8.26%	3
2024 Q1	$17.2M	Buy	155,384 +3,485	+2%	+$370K	9.13%	3
2023 Q4	$16.4M	Buy	+151,899	New	+$14.6M	9.73%	2

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

Proathlete Wealth Management's IJR Position: Q2 2026 in Review

Proathlete Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.75% in Q2 2026, buying an estimated $234K and bringing the position to 228,635 shares worth $33.9M. The position accounts for 8.39% of the portfolio, ranked #4.

Proathlete Wealth Management first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Proathlete Wealth Management held 228,635 shares of iShares Core S&P Small-Cap ETF worth $33.9M as of Q2 2026.
Proathlete Wealth Management bought 1,707 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $234K.
iShares Core S&P Small-Cap ETF made up 8.39% of Proathlete Wealth Management's portfolio in Q2 2026, its #4 holding.
Proathlete Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Proathlete Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.