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

StrongBox 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 Q2	$22.4K	Buy	+151	New	+$20.7K	0.01%	222
2024 Q3	–	Sell	-1,957	Closed	-$209K	–	91
2024 Q2	$209K	Sell	1,957 -8,089	-81%	-$865K	0.1%	86
2024 Q1	$1.11M	Buy	10,046 +815	+9%	+$86.5K	0.59%	45
2023 Q4	$999K	Buy	9,231 +822	+10%	+$79.2K	0.58%	43
2023 Q3	$793K	Buy	8,409 +1,667	+25%	+$167K	0.51%	47
2023 Q2	$672K	Buy	6,742 +804	+14%	+$76.6K	0.42%	52
2023 Q1	$574K	Buy	5,938 +363	+7%	+$36.3K	0.39%	57
2022 Q4	$528K	Sell	5,575 -92	-2%	-$8.82K	0.37%	55
2022 Q3	$494K	Sell	5,667 -36	-0.6%	-$3.5K	0.36%	58
2022 Q2	$527K	Sell	5,703 -18,598	-77%	-$1.85M	0.34%	60
2022 Q1	$2.62M	Sell	24,301 -5,440	-18%	-$587K	1.5%	27
2021 Q4	$3.41M	Buy	29,741 +1,922	+7%	+$219K	1.7%	20
2021 Q3	$3.04M	Buy	27,819 +3,986	+17%	+$439K	1.7%	19
2021 Q2	$2.69M	Buy	23,833 +20,003	+522%	+$2.23M	1.54%	24
2021 Q1	$416K	Buy	+3,830	New	+$401K	0.26%	65
2020 Q3	–	Sell	-6,781	Closed	-$463K	–	83
2020 Q2	$463K	Sell	6,781 -571	-8%	-$36K	0.42%	57
2020 Q1	$413K	Buy	+7,352	New	+$548K	0.47%	55

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

StrongBox Wealth's IJR Position: Q2 2026 in Review

StrongBox Wealth opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 151 shares worth $22.4K. The stake represents 0.01% of the portfolio and ranks #222 among its holdings. This is a return to the name: StrongBox Wealth previously reported a position in IJR as recently as Q2 2024.

StrongBox Wealth first reported a position in IJR in Q1 2020 and has held it in 17 quarters since. The position peaked at $3.41M in Q4 2021. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

StrongBox Wealth held 151 shares of iShares Core S&P Small-Cap ETF worth $22.4K as of Q2 2026.
iShares Core S&P Small-Cap ETF was a new StrongBox Wealth position in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.01% of StrongBox Wealth's portfolio in Q2 2026, its #222 holding.
StrongBox Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q1 2020 and has held it in 17 quarters since.
StrongBox Wealth's iShares Core S&P Small-Cap ETF position peaked at $3.41M in Q4 2021.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on StrongBox Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.