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

Silverlake 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	$5.19M	Buy	41,771 +1,859	+5%	+$236K	1.08%	14
2025 Q4	$4.8M	Buy	39,912 +10,997	+38%	+$1.32M	1.07%	15
2025 Q3	$3.44M	Buy	28,915 +23,883	+475%	+$2.75M	0.83%	19
2025 Q2	$550K	Sell	5,032 -525	-9%	-$54.3K	0.16%	154
2025 Q1	$581K	Sell	5,557 -86	-2%	-$9.7K	0.22%	119
2024 Q4	$650K	Buy	5,643 +1,007	+22%	+$120K	0.25%	101
2024 Q3	$542K	Buy	4,636 +266	+6%	+$30.1K	0.21%	116
2024 Q2	$466K	Buy	+4,370	New	+$468K	0.19%	129

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

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

Silverlake Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 4.7% in Q1 2026, buying an estimated $236K and bringing the position to 41,771 shares worth $5.19M. The position accounts for 1.08% of the portfolio, ranked #14.

Silverlake Wealth Management first reported a position in IJR in Q2 2024 and has held it in 8 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Silverlake Wealth Management held 41,771 shares of iShares Core S&P Small-Cap ETF worth $5.19M as of Q1 2026.
Silverlake Wealth Management bought 1,859 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $236K.
iShares Core S&P Small-Cap ETF made up 1.08% of Silverlake Wealth Management's portfolio in Q1 2026, its #14 holding.
Silverlake Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q2 2024 and has held it in 8 quarters since.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Silverlake Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.