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

Stonehaven Wealth & Tax Solutions’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	$411K	Sell	3,303 -54	-2%	-$6.86K	0.36%	49
2025 Q4	$403K	Sell	3,357 -1,307	-28%	-$156K	0.36%	47
2025 Q3	$554K	Buy	4,664 +303	+7%	+$34.8K	0.51%	36
2025 Q2	$477K	Buy	4,361 +176	+4%	+$18.2K	0.47%	37
2025 Q1	$438K	Buy	4,185 +952	+29%	+$107K	0.46%	38
2024 Q4	$373K	Buy	+3,233	New	+$386K	0.41%	56

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

Stonehaven Wealth & Tax Solutions's IJR Position: Q1 2026 in Review

Stonehaven Wealth & Tax Solutions reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.6% in Q1 2026, selling an estimated $6.86K and leaving 3,303 shares worth $411K. The position accounts for 0.36% of the portfolio, ranked #49.

Stonehaven Wealth & Tax Solutions first reported a position in IJR in Q4 2024 and has held it in 6 quarters since. The position peaked at $554K in Q3 2025. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Stonehaven Wealth & Tax Solutions held 3,303 shares of iShares Core S&P Small-Cap ETF worth $411K as of Q1 2026.
Stonehaven Wealth & Tax Solutions sold 54 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $6.86K.
iShares Core S&P Small-Cap ETF made up 0.36% of Stonehaven Wealth & Tax Solutions's portfolio in Q1 2026, its #49 holding.
Stonehaven Wealth & Tax Solutions first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Stonehaven Wealth & Tax Solutions's iShares Core S&P Small-Cap ETF position peaked at $554K in Q3 2025.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q1 2026, filed 15 May 2026.