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

Sentinel 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 Q1	$2.48M	Buy	19,942 +370	+2%	+$47K	1.98%	13
2025 Q4	$2.35M	Buy	19,572 +1,520	+8%	+$182K	1.95%	13
2025 Q3	$2.15M	Buy	18,052 +13	+0.1%	+$1.5K	1.86%	13
2025 Q2	$1.97M	Buy	+18,039	New	+$1.86M	1.85%	13

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sentinel Wealth Management's IJR Position: Q1 2026 in Review

Sentinel Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.9% in Q1 2026, buying an estimated $47K and bringing the position to 19,942 shares worth $2.48M. The position accounts for 1.98% of the portfolio, ranked #13.

Sentinel Wealth Management first reported a position in IJR in Q2 2025 and has held it in 4 quarters since. 2,734 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Sentinel Wealth Management held 19,942 shares of iShares Core S&P Small-Cap ETF worth $2.48M as of Q1 2026.
Sentinel Wealth Management bought 370 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $47K.
iShares Core S&P Small-Cap ETF made up 1.98% of Sentinel Wealth Management's portfolio in Q1 2026, its #13 holding.
Sentinel Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q2 2025 and has held it in 4 quarters since.
2,734 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Sentinel Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.