Shared Vision Wealth Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Shared Vision Wealth Group’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	$694K	Buy	4,681 +1,113	+31%	+$153K	0.24%	57
2026 Q1	$444K	Sell	3,568 -674	-16%	-$85.6K	0.18%	68
2025 Q4	$544K	Sell	4,242 -160	-4%	-$19.1K	0.22%	56
2025 Q3	$523K	Sell	4,402 -176	-4%	-$20.2K	0.22%	57
2025 Q2	$505K	Buy	4,578 +398	+10%	+$41.1K	0.25%	47
2025 Q1	$437K	Buy	4,180 +96	+2%	+$10.8K	0.24%	51
2024 Q4	$471K	Sell	4,084 -192	-4%	-$22.9K	0.25%	46
2024 Q3	$500K	Buy	4,276 +15	+0.4%	+$1.7K	0.27%	45
2024 Q2	$454K	Sell	4,261 -58	-1%	-$6.21K	0.26%	49
2024 Q1	$477K	Sell	4,319 -458	-10%	-$48.6K	0.3%	45
2023 Q4	$517K	Buy	+4,777	New	+$460K	0.35%	40

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

Shared Vision Wealth Group's IJR Position: Q2 2026 in Review

Shared Vision Wealth Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 31% in Q2 2026, buying an estimated $153K and bringing the position to 4,681 shares worth $694K. The position accounts for 0.24% of the portfolio, ranked #57.

Shared Vision Wealth Group first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. 2,845 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Shared Vision Wealth Group held 4,681 shares of iShares Core S&P Small-Cap ETF worth $694K as of Q2 2026.
Shared Vision Wealth Group bought 1,113 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $153K.
iShares Core S&P Small-Cap ETF made up 0.24% of Shared Vision Wealth Group's portfolio in Q2 2026, its #57 holding.
Shared Vision Wealth Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,845 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.