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

Secure Asset 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	$1.99M	Sell	13,423 -2,305	-15%	-$316K	0.28%	94
2026 Q1	$1.96M	Sell	15,728 -3,335	-17%	-$424K	0.31%	91
2025 Q4	$2.29M	Sell	19,063 -1,563	-8%	-$187K	0.36%	76
2025 Q3	$2.46M	Sell	20,626 -1,301	-6%	-$150K	0.41%	70
2025 Q2	$2.4M	Buy	21,927 +918	+4%	+$94.9K	0.44%	61
2025 Q1	$2.2M	Buy	21,009 +1,310	+7%	+$148K	0.44%	70
2024 Q4	$2.27M	Buy	19,699 +2,259	+13%	+$270K	0.34%	68
2024 Q3	$2.04M	Buy	17,440 +2,049	+13%	+$231K	0.34%	62
2024 Q2	$1.64M	Buy	15,391 +2,665	+21%	+$285K	0.31%	75
2024 Q1	$1.41M	Buy	12,726 +8,193	+181%	+$870K	0.33%	80
2023 Q4	$491K	Sell	4,533 -4,463	-50%	-$430K	0.13%	124
2023 Q3	$849K	Buy	8,996 +5,810	+182%	+$580K	0.25%	101
2023 Q2	$317K	Buy	3,186 +965	+43%	+$91.9K	0.1%	143
2023 Q1	$215K	Sell	2,221 -511	-19%	-$51.1K	0.07%	174
2022 Q4	$259K	Sell	2,732 -9,860	-78%	-$946K	0.09%	158
2022 Q3	$1.1M	Sell	12,592 -933	-7%	-$90.6K	0.62%	25
2022 Q2	$1.25M	Sell	13,525 -585	-4%	-$58.2K	0.69%	25
2022 Q1	$1.52M	Buy	14,110 +322	+2%	+$34.7K	0.69%	22
2021 Q4	$1.58M	Buy	13,788 +2,121	+18%	+$242K	0.64%	24
2021 Q3	$1.27M	Buy	11,667 +8,535	+273%	+$940K	0.63%	26
2021 Q2	$354K	Buy	3,132 +595	+23%	+$66.4K	0.18%	113
2021 Q1	$275K	Hold	2,537	–	–	0.15%	132
2020 Q4	$233K	Buy	+2,537	New	+$208K	0.14%	137
2020 Q3	–	Sell	-8,463	Closed	-$578K	–	155
2020 Q2	$578K	Sell	8,463 -4,260	-33%	-$269K	0.41%	69
2020 Q1	$714K	Sell	12,723 -10,895	-46%	-$811K	0.77%	32
2019 Q4	$1.98M	Buy	+23,618	New	+$1.9M	1.4%	19

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

Secure Asset Management's IJR Position: Q2 2026 in Review

Secure Asset Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 15% in Q2 2026, selling an estimated $316K and leaving 13,423 shares worth $1.99M. The position accounts for 0.28% of the portfolio, ranked #94.

Secure Asset Management first reported a position in IJR in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.46M in Q3 2025. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Secure Asset Management held 13,423 shares of iShares Core S&P Small-Cap ETF worth $1.99M as of Q2 2026.
Secure Asset Management sold 2,305 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $316K.
iShares Core S&P Small-Cap ETF made up 0.28% of Secure Asset Management's portfolio in Q2 2026, its #94 holding.
Secure Asset Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 26 quarters since.
Secure Asset Management's iShares Core S&P Small-Cap ETF position peaked at $2.46M in Q3 2025.
2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.