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

Sherman 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 		$1.87M Buy
12,634
+156
+1% +$21.4K 1.41% 20
2026
Q1 		$1.55M Sell
12,478
-174
-1% -$22.1K 1.33% 20
2025
Q4 		$1.52M Buy
+12,652
New +$1.51M 1.32% 20

Other funds holding IJR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Sherman Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.3% in Q2 2026, buying an estimated $21.4K and bringing the position to 12,634 shares worth $1.87M. The position accounts for 1.41% of the portfolio, ranked #20.

Sherman Wealth Management first reported a position in IJR in Q4 2025 and has held it in 3 quarters since. 2,139 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Sherman Wealth Management held 12,634 shares of iShares Core S&P Small-Cap ETF worth $1.87M as of Q2 2026.
  • Sherman Wealth Management bought 156 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $21.4K.
  • iShares Core S&P Small-Cap ETF made up 1.41% of Sherman Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Sherman Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,139 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Sherman Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.