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

Silvia McColl 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	$1.84M	Hold	12,379	–	–	1.1%	24
2026 Q1	$1.54M	Hold	12,379	–	–	1.01%	30
2025 Q4	$1.49M	Sell	12,379 -1,700	-12%	-$203K	0.99%	31
2025 Q3	$1.67M	Sell	14,079 -135	-0.9%	-$15.5K	1.13%	26
2025 Q2	$1.55M	Hold	14,214	–	–	1.13%	25
2025 Q1	$1.49M	Sell	14,214 -165	-1%	-$18.6K	1.13%	21
2024 Q4	$1.66M	Hold	14,379	–	–	1.24%	19
2024 Q3	$1.68M	Hold	14,379	–	–	1.26%	19
2024 Q2	$1.53M	Hold	14,379	–	–	1.27%	17
2024 Q1	$1.52M	Sell	14,379 -135	-0.9%	-$14.3K	1.3%	17
2023 Q4	$1.57M	Buy	14,514 +51	+0.4%	+$4.92K	1.41%	16
2023 Q3	$1.36M	Hold	14,463	–	–	1.36%	17
2023 Q2	$1.44M	Hold	14,463	–	–	1.34%	15
2023 Q1	$1.4M	Hold	14,463	–	–	1.39%	15
2022 Q4	$1.37M	Buy	+14,463	New	+$1.39M	1.34%	15

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

Silvia McColl Wealth Management's IJR Position: Q2 2026 in Review

Silvia McColl Wealth Management held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 12,379 shares worth $1.84M. The position accounts for 1.1% of the portfolio, ranked #24.

Silvia McColl Wealth Management first reported a position in IJR in Q4 2022 and has held it in 15 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Silvia McColl Wealth Management held 12,379 shares of iShares Core S&P Small-Cap ETF worth $1.84M as of Q2 2026.
Silvia McColl Wealth Management left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 1.1% of Silvia McColl Wealth Management's portfolio in Q2 2026, its #24 holding.
Silvia McColl Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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