QWM
IJR icon

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
2025
Q2 		– Sell
-450
Closed -$47.1K – 1263
2025
Q1 		$47.1K Buy
+450
New +$50.8K 0.02% 157

Other funds holding IJR

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 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. 1,358 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.
  • 1,358 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.