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

Smallwood Wealth Investment 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 		– Sell
-123
Closed -$15.3K – 541
2026
Q1 		$15.3K Buy
+123
New +$15.6K 0.01% 282
2022
Q3 		– Sell
-2,570
Closed -$237K – 77
2022
Q2 		$237K Buy
+2,570
New +$256K 0.24% 55

Other funds holding IJR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Smallwood Wealth Investment Management's IJR Position: Q2 2026 in Review

Smallwood Wealth Investment Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2026, closing a stake of 123 shares — an estimated $15.3K sold.

Smallwood Wealth Investment Management first reported a position in IJR in Q2 2022 and held it in 2 quarters. The position peaked at $237K in Q2 2022. 1,669 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Smallwood Wealth Investment Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 123 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $15.3K.
  • Smallwood Wealth Investment Management first reported a position in iShares Core S&P Small-Cap ETF in Q2 2022 and held it in 2 quarters.
  • Smallwood Wealth Investment Management's iShares Core S&P Small-Cap ETF position peaked at $237K in Q2 2022.
  • 1,669 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.