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

SeaCrest 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
2026
Q2 		$501K Sell
3,381
-456
-12% -$62.6K 0.06% 287
2026
Q1 		$477K Buy
3,837
+20
+0.5% +$2.54K 0.05% 340
2025
Q4 		$472K Sell
3,817
-180
-5% -$21.5K 0.05% 342
2025
Q3 		$477K Sell
3,997
-7,623
-66% -$877K 0.05% 322
2025
Q2 		$1.27M Sell
11,620
-129
-1% -$13.3K 0.14% 142
2025
Q1 		$1.23M Buy
11,749
+220
+2% +$24.8K 0.14% 144
2024
Q4 		$1.33M Sell
11,529
-963
-8% -$115K 0.14% 136
2024
Q3 		$1.46M Buy
12,492
+7,915
+173% +$894K 0.16% 126
2024
Q2 		$488K Sell
4,577
-6
-0.1% -$642 0.06% 321
2024
Q1 		$506K Buy
4,583
+187
+4% +$19.9K 0.06% 308
2023
Q4 		$459K Sell
4,396
-2,341
-35% -$226K 0.06% 333
2023
Q3 		$635K Sell
6,737
-156
-2% -$15.6K 0.08% 256
2023
Q2 		$687K Sell
6,893
-205
-3% -$19.5K 0.09% 240
2023
Q1 		$686K Sell
7,098
-177
-2% -$17.7K 0.09% 247
2022
Q4 		$689K Buy
7,275
+522
+8% +$50.1K 0.1% 237
2022
Q3 		$589K Buy
6,753
+82
+1% +$7.96K 0.09% 255
2022
Q2 		$616K Buy
6,671
+4,240
+174% +$422K 0.08% 263
2022
Q1 		$262K Buy
2,431
+400
+20% +$43.2K 0.03% 561
2021
Q4 		$233K Buy
+2,031
New +$231K 0.03% 595
2020
Q1 		– Sell
-3,216
Closed -$270K – 538
2019
Q4 		$270K Buy
3,216
+6
+0.2% +$483 0.05% 425
2019
Q3 		$250K Buy
+3,210
New +$249K 0.05% 431
2019
Q2 		– Sell
-1,996
Closed -$154K – 1139
2019
Q1 		$154K Hold
1,996
– – 0.03% 549
2018
Q4 		$138K Buy
1,996
+701
+54% +$54.2K 0.03% 545
2018
Q3 		$113K Hold
1,295
– – 0.02% 703
2018
Q2 		$108K Sell
1,295
-400
-24% -$32.6K 0.02% 695
2018
Q1 		$131K Sell
1,695
-103
-6% -$8.02K 0.02% 615
2017
Q4 		$138K Buy
+1,798
New +$136K 0.03% 602

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

SeaCrest Wealth Management's IJR Position: Q2 2026 in Review

SeaCrest Wealth Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 12% in Q2 2026, selling an estimated $62.6K and leaving 3,381 shares worth $501K. The position accounts for 0.06% of the portfolio, ranked #287.

SeaCrest Wealth Management first reported a position in IJR in Q4 2017 and has held it in 27 quarters since. The position peaked at $1.46M in Q3 2024. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • SeaCrest Wealth Management held 3,381 shares of iShares Core S&P Small-Cap ETF worth $501K as of Q2 2026.
  • SeaCrest Wealth Management sold 456 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $62.6K.
  • iShares Core S&P Small-Cap ETF made up 0.06% of SeaCrest Wealth Management's portfolio in Q2 2026, its #287 holding.
  • SeaCrest Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2017 and has held it in 27 quarters since.
  • SeaCrest Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $1.46M in Q3 2024.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.