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Sage Financial Management Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Sage Financial Management Group’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 		$2.26M Sell
18,159
-63
-0.3% -$8K 0.69% 21
2025
Q4 		$2.19M Hold
18,222
– – 0.67% 21
2025
Q3 		$2.17M Sell
18,222
-1,079
-6% -$124K 0.69% 20
2025
Q2 		$2.11M Sell
19,301
-5,051
-21% -$522K 0.73% 20
2025
Q1 		$2.55M Sell
24,352
-658
-3% -$74.3K 0.92% 19
2024
Q4 		$2.88M Sell
25,010
-66
-0.3% -$7.88K 1.07% 19
2024
Q3 		$2.93M Buy
+25,076
New +$2.83M 1.14% 19
2024
Q2 		– Sell
-24,802
Closed -$2.74M – 23
2024
Q1 		$2.74M Buy
24,802
+901
+4% +$95.7K 1.3% 19
2023
Q4 		$2.59M Sell
23,901
-74
-0.3% -$7.13K 1.39% 17
2023
Q3 		$2.26M Buy
+23,975
New +$2.4M 1.36% 17
2023
Q2 		– Sell
-15,268
Closed -$1.48M – 14
2023
Q1 		$1.48M Sell
15,268
-9,441
-38% -$944K 1.19% 18
2022
Q4 		$2.34M Buy
24,709
+9,618
+64% +$923K 1.63% 15
2022
Q3 		$1.32M Sell
15,091
-9,532
-39% -$926K 1.16% 17
2022
Q2 		$2.27M Buy
24,623
+241
+1% +$24K 1.59% 15
2022
Q1 		$2.63M Sell
24,382
-1
-0% -$108 1.8% 13
2021
Q4 		$2.79M Buy
+24,383
New +$2.78M 1.86% 13
2021
Q3 		– Sell
-25,034
Closed -$2.83M – 13
2021
Q2 		$2.83M Buy
25,034
+2,022
+9% +$226K 2.58% 10
2021
Q1 		$2.5M Sell
23,012
-6,002
-21% -$628K 1.92% 13
2020
Q4 		$2.67M Buy
+29,014
New +$2.38M 2.09% 13

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sage Financial Management Group's IJR Position: Q1 2026 in Review

Sage Financial Management Group reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.35% in Q1 2026, selling an estimated $8K and leaving 18,159 shares worth $2.26M. The position accounts for 0.69% of the portfolio, ranked #21.

Sage Financial Management Group first reported a position in IJR in Q4 2020 and has held it in 19 quarters since. The position peaked at $2.93M in Q3 2024. 2,734 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Sage Financial Management Group held 18,159 shares of iShares Core S&P Small-Cap ETF worth $2.26M as of Q1 2026.
  • Sage Financial Management Group sold 63 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $8K.
  • iShares Core S&P Small-Cap ETF made up 0.69% of Sage Financial Management Group's portfolio in Q1 2026, its #21 holding.
  • Sage Financial Management Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 19 quarters since.
  • Sage Financial Management Group's iShares Core S&P Small-Cap ETF position peaked at $2.93M in Q3 2024.
  • 2,734 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Sage Financial Management Group's 13F filing for Q1 2026, filed 21 Apr 2026.