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

Seaside 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	$770K	Buy	5,190 +33	+0.6%	+$4.53K	0.19%	31
2026 Q1	$641K	Hold	5,157	–	–	0.18%	35
2025 Q4	$620K	Hold	5,157	–	–	0.18%	34
2025 Q3	$613K	Hold	5,157	–	–	0.18%	34
2025 Q2	$564K	Buy	+5,157	New	+$533K	0.18%	35
2023 Q2	–	Sell	-3,602	Closed	-$348K	–	52
2023 Q1	$348K	Hold	3,602	–	–	0.21%	32
2022 Q4	$341K	Sell	3,602 -9	-0.2%	-$863	0.23%	32
2022 Q3	$351K	Sell	3,611 -103	-3%	-$10K	0.24%	32
2022 Q2	$378K	Buy	+3,714	New	+$369K	0.29%	27

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Seaside Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.64% in Q2 2026, buying an estimated $4.53K and bringing the position to 5,190 shares worth $770K. The position accounts for 0.19% of the portfolio, ranked #31.

Seaside Wealth Management first reported a position in IJR in Q2 2022 and has held it in 9 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Seaside Wealth Management held 5,190 shares of iShares Core S&P Small-Cap ETF worth $770K as of Q2 2026.
Seaside Wealth Management bought 33 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $4.53K.
iShares Core S&P Small-Cap ETF made up 0.19% of Seaside Wealth Management's portfolio in Q2 2026, its #31 holding.
Seaside Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q2 2022 and has held it in 9 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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