Sensible Money’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Sensible Money’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	$1.11M	Buy	7,483 +191	+3%	+$26.2K	0.29%	23
2026 Q1	$906K	Buy	7,292 +1	+0%	+$127	0.28%	27
2025 Q4	$876K	Buy	7,291 +1	+0%	+$120	0.28%	26
2025 Q3	$866K	Sell	7,290 -24	-0.3%	-$2.76K	0.29%	25
2025 Q2	$799K	Buy	7,314 +1	+0%	+$103	0.3%	26
2025 Q1	$765K	Buy	7,313 +1	+0%	+$113	0.33%	26
2024 Q4	$843K	Buy	7,312 +621	+9%	+$74.2K	0.37%	23
2024 Q3	$783K	Sell	6,691 -2,551	-28%	-$288K	0.34%	27
2024 Q2	$986K	Sell	9,242 -62	-0.7%	-$6.63K	0.48%	22
2024 Q1	$1.03M	Sell	9,304 -1,381	-13%	-$147K	0.55%	20
2023 Q4	$1.16M	Sell	10,685 -2,783	-21%	-$268K	0.69%	14
2023 Q3	$1.27M	Buy	13,468 +619	+5%	+$61.8K	0.9%	12
2023 Q2	$1.28M	Buy	12,849 +96	+0.8%	+$9.14K	0.93%	13
2023 Q1	$1.23M	Buy	12,753 +1	+0%	+$100	1.06%	12
2022 Q4	$1.21M	Buy	+12,752	New	+$1.22M	1.29%	12

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

Sensible Money's IJR Position: Q2 2026 in Review

Sensible Money increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2.6% in Q2 2026, buying an estimated $26.2K and bringing the position to 7,483 shares worth $1.11M. The position accounts for 0.29% of the portfolio, ranked #23.

Sensible Money first reported a position in IJR in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.28M in Q2 2023. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Sensible Money held 7,483 shares of iShares Core S&P Small-Cap ETF worth $1.11M as of Q2 2026.
Sensible Money bought 191 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $26.2K.
iShares Core S&P Small-Cap ETF made up 0.29% of Sensible Money's portfolio in Q2 2026, its #23 holding.
Sensible Money first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
Sensible Money's iShares Core S&P Small-Cap ETF position peaked at $1.28M in Q2 2023.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Sensible Money's 13F filing for Q2 2026, filed 30 Jul 2026.