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

Quaker 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	$67.9K	Buy	458 +1	+0.2%	+$137	0.02%	144
2026 Q1	$56.8K	Buy	457 +1	+0.2%	+$127	0.02%	152
2025 Q4	$54.8K	Buy	456 +2	+0.4%	+$239	0.02%	156
2025 Q3	$53.9K	Buy	454 +2	+0.4%	+$230	0.02%	158
2025 Q2	$49.4K	Buy	+452	New	+$46.7K	0.02%	161

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

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

Quaker Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.22% in Q2 2026, buying an estimated $137 and bringing the position to 458 shares worth $67.9K. The position accounts for 0.02% of the portfolio, ranked #144.

Quaker Wealth Management first reported a position in IJR in Q2 2025 and has held it in 5 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Quaker Wealth Management held 458 shares of iShares Core S&P Small-Cap ETF worth $67.9K as of Q2 2026.
Quaker Wealth Management bought 1 iShares Core S&P Small-Cap ETF share in Q2 2026, an estimated $137.
iShares Core S&P Small-Cap ETF made up 0.02% of Quaker Wealth Management's portfolio in Q2 2026, its #144 holding.
Quaker Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q2 2025 and has held it in 5 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.