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

Sterling 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 Q2	$317K	Buy	2,140 +1	+0%	+$137	0.08%	95
2026 Q1	$266K	Buy	2,139 +66	+3%	+$8.38K	0.07%	95
2025 Q4	$249K	Sell	2,073 -146	-7%	-$17.5K	0.07%	93
2025 Q3	$264K	Sell	2,219 -177	-7%	-$20.4K	0.08%	88
2025 Q2	$262K	Buy	+2,396	New	+$248K	0.09%	89
2024 Q4	$519K	Sell	4,508 -225	-5%	-$26.9K	0.19%	59
2024 Q3	$554K	Sell	4,733 -239	-5%	-$27K	0.21%	57
2024 Q2	$530K	Sell	4,972 -161	-3%	-$17.2K	0.25%	53
2024 Q1	$567K	Buy	5,133 +379	+8%	+$40.2K	0.28%	48
2023 Q4	$515K	Buy	+4,754	New	+$458K	0.29%	46

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sterling Wealth Management's IJR Position: Q2 2026 in Review

Sterling Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.05% in Q2 2026, buying an estimated $137 and bringing the position to 2,140 shares worth $317K. The position accounts for 0.08% of the portfolio, ranked #95.

Sterling Wealth Management first reported a position in IJR in Q4 2023 and has held it in 10 quarters since. The position peaked at $567K in Q1 2024. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Sterling Wealth Management held 2,140 shares of iShares Core S&P Small-Cap ETF worth $317K as of Q2 2026.
Sterling Wealth Management bought 1 iShares Core S&P Small-Cap ETF share in Q2 2026, an estimated $137.
iShares Core S&P Small-Cap ETF made up 0.08% of Sterling Wealth Management's portfolio in Q2 2026, its #95 holding.
Sterling Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Sterling Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $567K in Q1 2024.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Sterling Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.