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

Simplicity Wealth’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	$4.49M	Sell	36,157 -988	-3%	-$126K	0.25%	88
2025 Q4	$4.46M	Sell	37,145 -3,128	-8%	-$374K	0.27%	85
2025 Q3	$4.79M	Sell	40,273 -8,714	-18%	-$1M	0.28%	81
2025 Q2	$5.35M	Sell	48,987 -1,382	-3%	-$143K	0.22%	104
2025 Q1	$5.27M	Buy	50,369 +4,243	+9%	+$479K	0.41%	46
2024 Q4	$5.31M	Sell	46,126 -3,419	-7%	-$408K	1.11%	17
2024 Q3	$5.79M	Sell	49,545 -172,289	-78%	-$19.5M	0.54%	40
2024 Q2	$23.7M	Buy	221,834 +3,788	+2%	+$405K	0.53%	31
2024 Q1	$24.1M	Buy	218,046 +215,176	+7,497%	+$22.8M	0.57%	26
2023 Q4	$311K	Buy	+2,870	New	+$277K	0.12%	137
2023 Q1	–	Sell	-4,136	Closed	-$391K	–	75
2022 Q4	$391K	Buy	+4,136	New	+$397K	0.35%	41

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

Simplicity Wealth's IJR Position: Q1 2026 in Review

Simplicity Wealth reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 2.7% in Q1 2026, selling an estimated $126K and leaving 36,157 shares worth $4.49M. The position accounts for 0.25% of the portfolio, ranked #88.

Simplicity Wealth first reported a position in IJR in Q4 2022 and has held it in 11 quarters since. The position peaked at $24.1M in Q1 2024. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Simplicity Wealth held 36,157 shares of iShares Core S&P Small-Cap ETF worth $4.49M as of Q1 2026.
Simplicity Wealth sold 988 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $126K.
iShares Core S&P Small-Cap ETF made up 0.25% of Simplicity Wealth's portfolio in Q1 2026, its #88 holding.
Simplicity Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 11 quarters since.
Simplicity Wealth's iShares Core S&P Small-Cap ETF position peaked at $24.1M in Q1 2024.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.