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

Schneider Downs Wealth Management Advisors’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 		$14.4M Sell
97,291
-3,967
-4% -$544K 1.36% 18
2026
Q1 		$12.6M Sell
101,258
-960
-0.9% -$122K 1.39% 18
2025
Q4 		$12.3M Buy
102,218
+1,467
+1% +$175K 1.38% 17
2025
Q3 		$12M Sell
100,751
-704
-0.7% -$81K 1.42% 17
2025
Q2 		$11.1M Buy
101,455
+2,049
+2% +$212K 1.66% 16
2025
Q1 		$10.4M Buy
99,406
+15,457
+18% +$1.74M 1.88% 13
2024
Q4 		$9.67M Buy
83,949
+14,075
+20% +$1.68M 1.82% 14
2024
Q3 		$8.17M Buy
69,874
+2,068
+3% +$234K 1.67% 14
2024
Q2 		$7.23M Buy
67,806
+509
+0.8% +$54.5K 1.61% 15
2024
Q1 		$7.44M Buy
67,297
+1,211
+2% +$129K 1.71% 16
2023
Q4 		$7.15M Sell
66,086
-747
-1% -$72K 1.86% 17
2023
Q3 		$6.3M Buy
66,833
+4,107
+7% +$410K 1.46% 14
2023
Q2 		$6.25M Buy
62,726
+5,354
+9% +$510K 1.43% 17
2023
Q1 		$5.55M Sell
57,372
-293
-0.5% -$29.3K 1.14% 16
2022
Q4 		$5.46M Buy
57,665
+7,590
+15% +$728K 1.2% 17
2022
Q3 		$4.37M Buy
50,075
+1,141
+2% +$111K 1.28% 16
2022
Q2 		$4.52M Buy
48,934
+8,544
+21% +$850K 1.26% 16
2022
Q1 		$4.36M Buy
40,390
+6,322
+19% +$682K 1.11% 16
2021
Q4 		$3.9M Buy
34,068
+4,372
+15% +$498K 0.93% 18
2021
Q3 		$3.24M Buy
29,696
+931
+3% +$103K 0.84% 20
2021
Q2 		$3.25M Buy
28,765
+5
+0% +$558 0.84% 20
2021
Q1 		$3.12M Buy
28,760
+2,084
+8% +$218K 0.76% 19
2020
Q4 		$2.45M Buy
26,676
+2,016
+8% +$166K 0.68% 20
2020
Q3 		$1.73M Buy
24,660
+8,501
+53% +$609K 0.58% 22
2020
Q2 		$1.1M Sell
16,159
-88,377
-85% -$5.58M 0.38% 27
2020
Q1 		$5.87M Buy
104,536
+101,216
+3,049% +$7.54M 2.15% 9
2019
Q4 		$278K Buy
3,320
+9
+0.3% +$724 0.08% 53
2019
Q3 		$258K Sell
3,311
-1,238
-27% -$95.9K 0.08% 53
2019
Q2 		$356K Buy
4,549
+199
+5% +$15.4K 0.12% 43
2019
Q1 		$336K Sell
4,350
-141
-3% -$10.8K 0.13% 42
2018
Q4 		$311K Buy
4,491
+7
+0.2% +$541 0.13% 39
2018
Q3 		$391K Buy
4,484
+263
+6% +$23K 0.25% 34
2018
Q2 		$352K Buy
+4,221
New +$344K 0.23% 33

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's IJR Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 3.9% in Q2 2026, selling an estimated $544K and leaving 97,291 shares worth $14.4M. The position accounts for 1.36% of the portfolio, ranked #18.

Schneider Downs Wealth Management Advisors first reported a position in IJR in Q2 2018 and has held it in 33 quarters since. 2,847 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Schneider Downs Wealth Management Advisors held 97,291 shares of iShares Core S&P Small-Cap ETF worth $14.4M as of Q2 2026.
  • Schneider Downs Wealth Management Advisors sold 3,967 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $544K.
  • iShares Core S&P Small-Cap ETF made up 1.36% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #18 holding.
  • Schneider Downs Wealth Management Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q2 2018 and has held it in 33 quarters since.
  • 2,847 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.