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

Selective 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	$233K	Buy	1,596 +53	+3%	+$7.27K	0.06%	119
2026 Q1	$208K	Sell	1,543 -59	-4%	-$7.5K	0.06%	115
2025 Q4	$207K	Buy	+1,602	New	+$192K	0.06%	103
2024 Q4	–	Sell	-2,072	Closed	-$237K	–	109
2024 Q3	$237K	Sell	2,072 -798	-28%	-$90.2K	0.1%	94
2024 Q2	$303K	Sell	2,870 -58	-2%	-$6.21K	0.13%	81
2024 Q1	$309K	Sell	2,928 -205	-7%	-$21.8K	0.13%	81
2023 Q4	$328K	Sell	3,133 -498	-14%	-$48K	0.17%	61
2023 Q3	$333K	Sell	3,631 -895	-20%	-$89.4K	0.18%	59
2023 Q2	$451K	Buy	+4,526	New	+$431K	0.23%	55
2022 Q4	$573K	Sell	5,729 -1,493	-21%	-$143K	0.3%	46
2022 Q3	$630K	Sell	7,222 -1,523	-17%	-$148K	0.27%	52
2022 Q2	$808K	Buy	8,745 +5,714	+189%	+$568K	0.29%	50
2022 Q1	$327K	Buy	3,031 +2,655	+706%	+$287K	0.12%	91
2021 Q4	$43K	Buy	+376	New	+$42.9K	0.02%	297
2020 Q3	–	Sell	-161	Closed	-$11K	–	362
2020 Q2	$11K	Buy	+161	New	+$10.2K	0.01%	231

Other funds holding IJR

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

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

Selective Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 3.4% in Q2 2026, buying an estimated $7.27K and bringing the position to 1,596 shares worth $233K. The position accounts for 0.06% of the portfolio, ranked #119.

Selective Wealth Management first reported a position in IJR in Q2 2020 and has held it in 15 quarters since. The position peaked at $808K in Q2 2022. 1,485 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Selective Wealth Management held 1,596 shares of iShares Core S&P Small-Cap ETF worth $233K as of Q2 2026.
Selective Wealth Management bought 53 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $7.27K.
iShares Core S&P Small-Cap ETF made up 0.06% of Selective Wealth Management's portfolio in Q2 2026, its #119 holding.
Selective Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q2 2020 and has held it in 15 quarters since.
Selective Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $808K in Q2 2022.
1,485 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.