Successful Portfolios’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Successful Portfolios’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	$302K	Sell	2,072 -1	-0%	-$137	0.14%	140
2026 Q1	$256K	Hold	2,073	–	–	0.14%	145
2025 Q4	$262K	Sell	2,073 -103	-5%	-$12.3K	0.13%	150
2025 Q3	$259K	Buy	+2,176	New	+$250K	0.15%	136
2023 Q2	–	Sell	-2,370	Closed	-$229K	–	170
2023 Q1	$229K	Sell	2,370 -301	-11%	-$30.1K	0.14%	162
2022 Q4	$253K	Sell	2,671 -563	-17%	-$54K	0.17%	150
2022 Q3	$282K	Sell	3,234 -112	-3%	-$10.9K	0.2%	133
2022 Q2	$309K	Sell	3,346 -810	-19%	-$80.6K	0.21%	124
2022 Q1	$448K	Sell	4,156 -560	-12%	-$60.4K	0.26%	102
2021 Q4	$540K	Buy	4,716 +73	+2%	+$8.32K	0.29%	89
2021 Q3	$507K	Sell	4,643 -98	-2%	-$10.8K	0.3%	85
2021 Q2	$536K	Buy	4,741 +341	+8%	+$38K	0.32%	79
2021 Q1	$478K	Buy	4,400 +1,196	+37%	+$125K	0.32%	87
2020 Q4	$294K	Sell	3,204 -2,597	-45%	-$213K	0.21%	126
2020 Q3	$407K	Buy	+5,801	New	+$416K	0.32%	85

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

Successful Portfolios's IJR Position: Q2 2026 in Review

Successful Portfolios reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.05% in Q2 2026, selling an estimated $137 and leaving 2,072 shares worth $302K. The position accounts for 0.14% of the portfolio, ranked #140.

Successful Portfolios first reported a position in IJR in Q3 2020 and has held it in 15 quarters since. The position peaked at $540K in Q4 2021. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Successful Portfolios held 2,072 shares of iShares Core S&P Small-Cap ETF worth $302K as of Q2 2026.
Successful Portfolios sold 1 iShares Core S&P Small-Cap ETF share in Q2 2026, an estimated $137.
iShares Core S&P Small-Cap ETF made up 0.14% of Successful Portfolios's portfolio in Q2 2026, its #140 holding.
Successful Portfolios first reported a position in iShares Core S&P Small-Cap ETF in Q3 2020 and has held it in 15 quarters since.
Successful Portfolios's iShares Core S&P Small-Cap ETF position peaked at $540K 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 Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.