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

Shelton 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 		$2.45M Sell
16,528
-440
-3% -$60.4K 0.96% 24
2026
Q1 		$2.11M Sell
16,968
-1,569
-8% -$199K 0.92% 26
2025
Q4 		$2.23M Sell
18,537
-232
-1% -$27.7K 0.96% 30
2025
Q3 		$2.23M Sell
18,769
-97
-0.5% -$11.2K 1.01% 24
2025
Q2 		$2.06M Buy
18,866
+300
+2% +$31K 0.99% 23
2025
Q1 		$1.94M Sell
18,566
-810
-4% -$91.4K 1.06% 22
2024
Q4 		$2.23M Sell
19,376
-1,387
-7% -$166K 1.15% 20
2024
Q3 		$2.43M Sell
20,763
-864
-4% -$97.6K 1.32% 18
2024
Q2 		$2.31M Sell
21,627
-761
-3% -$81.4K 1.31% 19
2024
Q1 		$2.47M Sell
22,388
-10,796
-33% -$1.15M 1.56% 19
2023
Q4 		$3.59M Sell
33,184
-10,380
-24% -$1M 2.55% 10
2023
Q3 		$4.11M Buy
43,564
+261
+0.6% +$26.1K 3.29% 12
2023
Q2 		$4.32M Sell
43,303
-4,431
-9% -$422K 3.34% 11
2023
Q1 		$4.62M Sell
47,734
-2,754
-5% -$275K 3.74% 11
2022
Q4 		$4.78M Sell
50,488
-9,053
-15% -$868K 3.77% 9
2022
Q3 		$5.19M Sell
59,541
-2
-0% -$194 4.62% 8
2022
Q2 		$5.5M Sell
59,543
-12,209
-17% -$1.21M 4.68% 8
2022
Q1 		$7.74M Buy
71,752
+7,278
+11% +$785K 6.11% 6
2021
Q4 		$7.38M Buy
+64,474
New +$7.35M 5.81% 7

Other funds holding IJR

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

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

Shelton Wealth Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 2.6% in Q2 2026, selling an estimated $60.4K and leaving 16,528 shares worth $2.45M. The position accounts for 0.96% of the portfolio, ranked #24.

Shelton Wealth Management first reported a position in IJR in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.74M in Q1 2022. 575 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Shelton Wealth Management held 16,528 shares of iShares Core S&P Small-Cap ETF worth $2.45M as of Q2 2026.
  • Shelton Wealth Management sold 440 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $60.4K.
  • iShares Core S&P Small-Cap ETF made up 0.96% of Shelton Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Shelton 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.
  • Shelton Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $7.74M in Q1 2022.
  • 575 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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