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

Stillwater Private 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 Q1	$584K	Buy	+4,705	New	+$598K	0.49%	40

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 $374B AUM 17.66% 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

Stillwater Private Wealth's IJR Position: Q1 2026 in Review

Stillwater Private Wealth opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q1 2026: 4,705 shares worth $584K. The stake represents 0.49% of the portfolio and ranks #40 among its holdings.

2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Stillwater Private Wealth held 4,705 shares of iShares Core S&P Small-Cap ETF worth $584K as of Q1 2026.
iShares Core S&P Small-Cap ETF was a new Stillwater Private Wealth position in Q1 2026.
iShares Core S&P Small-Cap ETF made up 0.49% of Stillwater Private Wealth's portfolio in Q1 2026, its #40 holding.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Stillwater Private Wealth's 13F filing for Q1 2026, filed 3 Jun 2026.