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

SteelPeak 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 Q2	$565K	Sell	3,807 -1	-0%	-$137	0.01%	405
2026 Q1	$473K	Buy	3,808 +1,659	+77%	+$211K	0.01%	386
2025 Q4	$258K	Sell	2,149 -3,657	-63%	-$437K	0.01%	462
2025 Q3	$690K	Sell	5,806 -220	-4%	-$25.3K	0.02%	348
2025 Q2	$659K	Buy	6,026 +53	+0.9%	+$5.48K	0.03%	326
2025 Q1	$625K	Sell	5,973 -5	-0.1%	-$564	0.03%	316
2024 Q4	$689K	Sell	5,978 -413	-6%	-$49.3K	0.03%	295
2024 Q3	$747K	Buy	6,391 +951	+17%	+$107K	0.03%	264
2024 Q2	$580K	Buy	5,440 +156	+3%	+$16.7K	0.03%	292
2024 Q1	$584K	Sell	5,284 -15	-0.3%	-$1.59K	0.03%	278
2023 Q4	$574K	Buy	5,299 +17	+0.3%	+$1.64K	0.03%	266
2023 Q3	$501K	Sell	5,282 -296	-5%	-$29.6K	0.03%	258
2023 Q2	$556K	Buy	5,578 +3,026	+119%	+$288K	0.03%	236
2023 Q1	$247K	Sell	2,552 -31,793	-93%	-$3.18M	0.02%	329
2022 Q4	$3.25M	Sell	34,345 -7,403	-18%	-$710K	0.24%	87
2022 Q3	$3.64M	Buy	41,748 +37,774	+951%	+$3.67M	0.27%	77
2022 Q2	$367K	Sell	3,974 -62,204	-94%	-$6.19M	0.03%	290
2022 Q1	$7.14M	Sell	66,178 -12,673	-16%	-$1.37M	0.4%	60
2021 Q4	$9.03M	Sell	78,851 -12,356	-14%	-$1.41M	0.51%	47
2021 Q3	$9.96M	Sell	91,207 -13,992	-13%	-$1.54M	0.66%	39
2021 Q2	$11.9M	Buy	105,199 +9,412	+10%	+$1.05M	0.83%	30
2021 Q1	$10.4M	Buy	95,787 +91,536	+2,153%	+$9.58M	0.82%	35
2020 Q4	$391K	Sell	4,251 -105,721	-96%	-$8.69M	0.04%	234
2020 Q3	$7.72M	Buy	109,972 +106,823	+3,392%	+$7.66M	0.83%	28
2020 Q2	$215K	Buy	+3,149	New	+$199K	0.03%	223
2020 Q1	–	Sell	-7,564	Closed	-$634K	–	271
2019 Q4	$634K	Buy	+7,564	New	+$609K	0.09%	160

Other funds holding IJR

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

SteelPeak Wealth's IJR Position: Q2 2026 in Review

SteelPeak Wealth reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.03% in Q2 2026, selling an estimated $137 and leaving 3,807 shares worth $565K. The position accounts for 0.01% of the portfolio, ranked #405.

SteelPeak Wealth first reported a position in IJR in Q4 2019 and has held it in 26 quarters since. The position peaked at $11.9M in Q2 2021. 1,062 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

SteelPeak Wealth held 3,807 shares of iShares Core S&P Small-Cap ETF worth $565K as of Q2 2026.
SteelPeak Wealth sold 1 iShares Core S&P Small-Cap ETF share in Q2 2026, an estimated $137.
iShares Core S&P Small-Cap ETF made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #405 holding.
SteelPeak Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 26 quarters since.
SteelPeak Wealth's iShares Core S&P Small-Cap ETF position peaked at $11.9M in Q2 2021.
1,062 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.