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

Sendero 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	$1.36M	Buy	9,177 +14	+0.2%	+$1.92K	0.14%	102
2026 Q1	$1.14M	Buy	9,163 +178	+2%	+$22.6K	0.13%	97
2025 Q4	$1.08M	Buy	8,985 +3,763	+72%	+$450K	0.12%	100
2025 Q3	$621K	Sell	5,222 -448	-8%	-$51.5K	0.07%	129
2025 Q2	$620K	Hold	5,670	–	–	0.08%	133
2025 Q1	$593K	Hold	5,670	–	–	0.08%	129
2024 Q4	$653K	Sell	5,670 -64	-1%	-$7.65K	0.1%	114
2024 Q3	$671K	Buy	5,734 +1,291	+29%	+$146K	0.11%	100
2024 Q2	$474K	Sell	4,443 -66	-1%	-$7.06K	0.08%	122
2024 Q1	$498K	Sell	4,509 -548	-11%	-$58.2K	0.09%	127
2023 Q4	$547K	Hold	5,057	–	–	0.1%	111
2023 Q3	$477K	Sell	5,057 -3,478	-41%	-$347K	0.1%	112
2023 Q2	$851K	Sell	8,535 -2,074	-20%	-$197K	0.19%	86
2023 Q1	$1.03M	Sell	10,609 -1,606	-13%	-$161K	0.31%	61
2022 Q4	$1.16M	Sell	12,215 -643	-5%	-$61.7K	0.41%	50
2022 Q3	$1.12M	Sell	12,858 -4,719	-27%	-$458K	0.47%	36
2022 Q2	$1.62M	Buy	17,577 +34	+0.2%	+$3.38K	1.56%	16
2022 Q1	$1.89M	Sell	17,543 -59	-0.3%	-$6.37K	0.87%	13
2021 Q4	$2.02M	Buy	+17,602	New	+$2.01M	0.9%	16

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

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

Sendero Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.15% in Q2 2026, buying an estimated $1.92K and bringing the position to 9,177 shares worth $1.36M. The position accounts for 0.14% of the portfolio, ranked #102.

Sendero Wealth Management first reported a position in IJR in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.02M in Q4 2021. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Sendero Wealth Management held 9,177 shares of iShares Core S&P Small-Cap ETF worth $1.36M as of Q2 2026.
Sendero Wealth Management bought 14 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $1.92K.
iShares Core S&P Small-Cap ETF made up 0.14% of Sendero Wealth Management's portfolio in Q2 2026, its #102 holding.
Sendero Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
Sendero Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $2.02M in Q4 2021.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.