Quest 10 Wealth Builders’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Quest 10 Wealth Builders’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	$2.69M	Buy	21,624 +133	+0.6%	+$16.9K	2.36%	9
2025 Q4	$2.58M	Buy	21,491 +58	+0.3%	+$6.94K	2.31%	9
2025 Q3	$2.55M	Sell	21,433 -253	-1%	-$29.1K	2.35%	9
2025 Q2	$2.37M	Sell	21,686 -22	-0.1%	-$2.27K	2.31%	9
2025 Q1	$2.33M	Sell	21,708 -562	-3%	-$63.4K	2.49%	8
2024 Q4	$2.57M	Buy	+22,270	New	+$2.66M	2.55%	7

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 $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $544B AUM 28.31% 1-Year Est. Return

Quest 10 Wealth Builders's IJR Position: Q1 2026 in Review

Quest 10 Wealth Builders increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.62% in Q1 2026, buying an estimated $16.9K and bringing the position to 21,624 shares worth $2.69M. The position accounts for 2.36% of the portfolio, ranked #9.

Quest 10 Wealth Builders first reported a position in IJR in Q4 2024 and has held it in 6 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Quest 10 Wealth Builders held 21,624 shares of iShares Core S&P Small-Cap ETF worth $2.69M as of Q1 2026.
Quest 10 Wealth Builders bought 133 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $16.9K.
iShares Core S&P Small-Cap ETF made up 2.36% of Quest 10 Wealth Builders's portfolio in Q1 2026, its #9 holding.
Quest 10 Wealth Builders first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q1 2026, filed 6 May 2026.