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

Strategic Equity 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 Q1	–	Sell	-2,700	Closed	-$324K	–	74
2025 Q4	$324K	Sell	2,700 -271	-9%	-$32.4K	0.11%	53
2025 Q3	$353K	Sell	2,971 -290	-9%	-$33.4K	0.13%	47
2025 Q2	$356K	Buy	3,261 +182	+6%	+$18.8K	0.13%	52
2025 Q1	$322K	Sell	3,079 -21,232	-87%	-$2.4M	0.14%	47
2024 Q4	$2.8M	Buy	24,311 +21,504	+766%	+$2.57M	1.18%	15
2024 Q3	$328K	Buy	+2,807	New	+$317K	0.16%	44

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Strategic Equity Management's IJR Position: Q1 2026 in Review

Strategic Equity Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2026, closing a stake of 2,700 shares — an estimated $324K sold.

Strategic Equity Management first reported a position in IJR in Q3 2024 and held it in 6 quarters. The position peaked at $2.8M in Q4 2024. 2,747 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Strategic Equity Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
Strategic Equity Management sold 2,700 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $324K.
Strategic Equity Management first reported a position in iShares Core S&P Small-Cap ETF in Q3 2024 and held it in 6 quarters.
Strategic Equity Management's iShares Core S&P Small-Cap ETF position peaked at $2.8M in Q4 2024.
2,747 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Strategic Equity Management's 13F filing for Q1 2026, filed 21 Apr 2026.