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

Steelhead 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	$1.09M	Buy	+8,765	New	+$1.11M	0.55%	37

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 $424B AUM 22.96% 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

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

Steelhead Wealth Management opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q1 2026: 8,765 shares worth $1.09M. The stake represents 0.55% of the portfolio and ranks #37 among its holdings.

2,740 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Steelhead Wealth Management held 8,765 shares of iShares Core S&P Small-Cap ETF worth $1.09M as of Q1 2026.
iShares Core S&P Small-Cap ETF was a new Steelhead Wealth Management position in Q1 2026.
iShares Core S&P Small-Cap ETF made up 0.55% of Steelhead Wealth Management's portfolio in Q1 2026, its #37 holding.
2,740 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Steelhead Wealth Management's 13F filing for Q1 2026, filed 16 Jun 2026.