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

Sard Wealth 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	$8.92M	Sell	71,736 -25	-0%	-$3.18K	4.85%	7
2025 Q4	$8.62M	Buy	71,761 +841	+1%	+$101K	4.73%	8
2025 Q3	$8.43M	Buy	70,920 +804	+1%	+$92.5K	4.81%	8
2025 Q2	$7.66M	Buy	70,116 +2,156	+3%	+$223K	4.72%	8
2025 Q1	$7.11M	Buy	67,960 +2,191	+3%	+$247K	4.76%	8
2024 Q4	$7.58M	Buy	65,769 +1,464	+2%	+$175K	5.09%	8
2024 Q3	$7.52M	Buy	64,305 +515	+0.8%	+$58.2K	4.97%	8
2024 Q2	$6.8M	Buy	+63,790	New	+$6.82M	4.78%	8

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

Sard Wealth Management Group's IJR Position: Q1 2026 in Review

Sard Wealth Management Group reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.03% in Q1 2026, selling an estimated $3.18K and leaving 71,736 shares worth $8.92M. The position accounts for 4.85% of the portfolio, ranked #7.

Sard Wealth Management Group first reported a position in IJR in Q2 2024 and has held it in 8 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Sard Wealth Management Group held 71,736 shares of iShares Core S&P Small-Cap ETF worth $8.92M as of Q1 2026.
Sard Wealth Management Group sold 25 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $3.18K.
iShares Core S&P Small-Cap ETF made up 4.85% of Sard Wealth Management Group's portfolio in Q1 2026, its #7 holding.
Sard Wealth Management Group first reported a position in iShares Core S&P Small-Cap ETF in Q2 2024 and has held it in 8 quarters since.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Sard Wealth Management Group's 13F filing for Q1 2026, filed 10 Apr 2026.