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

Stone Summit 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 		$4.05M Sell
32,576
-468
-1% -$59.5K 1.13% 30
2025
Q4 		$3.97M Sell
33,044
-243
-0.7% -$29.1K 1.08% 29
2025
Q3 		$3.96M Sell
33,287
-1,551
-4% -$178K 1.12% 28
2025
Q2 		$3.81M Sell
34,838
-4,915
-12% -$508K 1.18% 27
2025
Q1 		$4.16M Sell
39,753
-221
-0.6% -$24.9K 1.41% 21
2024
Q4 		$4.61M Buy
39,974
+383
+1% +$45.8K 1.55% 16
2024
Q3 		$4.63M Buy
39,591
+1,863
+5% +$210K 1.49% 16
2024
Q2 		$4.02M Buy
37,728
+1,763
+5% +$189K 1.44% 20
2024
Q1 		$3.97M Buy
35,965
+3,658
+11% +$388K 1.38% 18
2023
Q4 		$3.5M Sell
32,307
-63
-0.2% -$6.07K 1.34% 20
2023
Q3 		$3.05M Sell
32,370
-409
-1% -$40.9K 1.31% 19
2023
Q2 		$3.27M Buy
32,779
+1,935
+6% +$184K 1.35% 18
2023
Q1 		$2.98M Buy
30,844
+113
+0.4% +$11.3K 1.33% 18
2022
Q4 		$2.91M Buy
30,731
+4,633
+18% +$444K 1.43% 16
2022
Q3 		$2.27M Buy
26,098
+2,304
+10% +$224K 1.4% 18
2022
Q2 		$2.2M Buy
23,794
+653
+3% +$64.9K 1.31% 20
2022
Q1 		$2.53M Buy
23,141
+3,514
+18% +$379K 1.42% 18
2021
Q4 		$2.25M Buy
+19,627
New +$2.24M 1.82% 16

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Stone Summit Wealth's IJR Position: Q1 2026 in Review

Stone Summit Wealth reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.4% in Q1 2026, selling an estimated $59.5K and leaving 32,576 shares worth $4.05M. The position accounts for 1.13% of the portfolio, ranked #30.

Stone Summit Wealth first reported a position in IJR in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.63M in Q3 2024. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Stone Summit Wealth held 32,576 shares of iShares Core S&P Small-Cap ETF worth $4.05M as of Q1 2026.
  • Stone Summit Wealth sold 468 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $59.5K.
  • iShares Core S&P Small-Cap ETF made up 1.13% of Stone Summit Wealth's portfolio in Q1 2026, its #30 holding.
  • Stone Summit Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • Stone Summit Wealth's iShares Core S&P Small-Cap ETF position peaked at $4.63M in Q3 2024.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.