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 Q2	$533K	Buy	3,594 +291	+9%	+$39.9K	0.43%	40
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 $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

Stonehaven Wealth & Tax Solutions's IJR Position: Q2 2026 in Review

Stonehaven Wealth & Tax Solutions increased its iShares Core S&P Small-Cap ETF (IJR) stake by 8.8% in Q2 2026, buying an estimated $39.9K and bringing the position to 3,594 shares worth $533K. The position accounts for 0.43% of the portfolio, ranked #40.

Stonehaven Wealth & Tax Solutions first reported a position in IJR in Q4 2024 and has held it in 7 quarters since. The position peaked at $554K in Q3 2025. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Stonehaven Wealth & Tax Solutions held 3,594 shares of iShares Core S&P Small-Cap ETF worth $533K as of Q2 2026.
Stonehaven Wealth & Tax Solutions bought 291 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $39.9K.
iShares Core S&P Small-Cap ETF made up 0.43% of Stonehaven Wealth & Tax Solutions's portfolio in Q2 2026, its #40 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 7 quarters since.
Stonehaven Wealth & Tax Solutions's iShares Core S&P Small-Cap ETF position peaked at $554K in Q3 2025.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.