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Smith Shellnut Wilson’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Smith Shellnut Wilson’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 		$5.73M Buy
38,617
+3,066
+9% +$421K 2.14% 12
2026
Q1 		$4.42M Sell
35,551
-98
-0.3% -$12.4K 1.93% 13
2025
Q4 		$4.28M Buy
35,649
+1,031
+3% +$123K 1.64% 14
2025
Q3 		$4.11M Buy
34,618
+11,524
+50% +$1.33M 1.58% 15
2025
Q2 		$2.52M Buy
23,094
+1,237
+6% +$128K 1.09% 19
2025
Q1 		$2.29M Buy
21,857
+54
+0.2% +$6.09K 1.05% 22
2024
Q4 		$2.51M Buy
21,803
+2,287
+12% +$273K 1.11% 22
2024
Q3 		$2.28M Buy
19,516
+300
+2% +$33.9K 1.03% 24
2024
Q2 		$2.05M Buy
19,216
+13,157
+217% +$1.41M 1% 24
2024
Q1 		$670K Sell
6,059
-14
-0.2% -$1.49K 0.36% 52
2023
Q4 		$657K Buy
6,073
+367
+6% +$35.4K 0.38% 50
2023
Q3 		$538K Sell
5,706
-399
-7% -$39.9K 0.33% 53
2023
Q2 		$608K Sell
6,105
-455
-7% -$43.3K 0.34% 53
2023
Q1 		$634K Sell
6,560
-22
-0.3% -$2.2K 0.39% 49
2022
Q4 		$623K Buy
+6,582
New +$631K 0.38% 51
2022
Q3 		– Sell
-6,297
Closed -$612K – 49
2022
Q2 		$582K Sell
6,297
-1,253
-17% -$125K 0.36% 51
2022
Q1 		$814K Sell
7,550
-2,247
-23% -$242K 0.43% 43
2021
Q4 		$1.12M Buy
9,797
+197
+2% +$22.5K 0.56% 41
2021
Q3 		$1.05M Sell
9,600
-1,948
-17% -$214K 0.61% 37
2021
Q2 		$1.3M Sell
11,548
-106
-0.9% -$11.8K 0.76% 32
2021
Q1 		$1.26M Buy
11,654
+1,234
+12% +$129K 0.77% 29
2020
Q4 		$958K Buy
10,420
+9,315
+843% +$765K 0.57% 36
2020
Q3 		$15.7M Sell
1,105
-14,647
-93% -$1.05M 5.88% 4
2020
Q2 		$1.08M Sell
15,752
-121
-0.8% -$7.64K 0.77% 30
2020
Q1 		$891K Buy
15,873
+4,946
+45% +$368K 0.75% 30
2019
Q4 		$916K Buy
10,927
+77
+0.7% +$6.2K 0.61% 34
2019
Q3 		$845K Sell
10,850
-3,854
-26% -$298K 0.63% 34
2019
Q2 		$1.15M Buy
14,704
+6,820
+87% +$529K 0.86% 28
2019
Q1 		$608K Buy
+7,884
New +$605K 0.48% 45

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Smith Shellnut Wilson's IJR Position: Q2 2026 in Review

Smith Shellnut Wilson increased its iShares Core S&P Small-Cap ETF (IJR) stake by 8.6% in Q2 2026, buying an estimated $421K and bringing the position to 38,617 shares worth $5.73M. The position accounts for 2.14% of the portfolio, ranked #12.

Smith Shellnut Wilson first reported a position in IJR in Q1 2019 and has held it in 29 quarters since. The position peaked at $15.7M in Q3 2020. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Smith Shellnut Wilson held 38,617 shares of iShares Core S&P Small-Cap ETF worth $5.73M as of Q2 2026.
  • Smith Shellnut Wilson bought 3,066 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $421K.
  • iShares Core S&P Small-Cap ETF made up 2.14% of Smith Shellnut Wilson's portfolio in Q2 2026, its #12 holding.
  • Smith Shellnut Wilson first reported a position in iShares Core S&P Small-Cap ETF in Q1 2019 and has held it in 29 quarters since.
  • Smith Shellnut Wilson's iShares Core S&P Small-Cap ETF position peaked at $15.7M in Q3 2020.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Smith Shellnut Wilson's 13F filing for Q2 2026, filed 3 Aug 2026.