Sweeney & Michel’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Sweeney & Michel’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	$1.04M	Sell	7,874 -18	-0.2%	-$2.29K	0.31%	54
2025 Q4	$1.04M	Sell	7,892 -60	-0.8%	-$7.18K	0.31%	54
2025 Q3	$909K	Buy	7,952 +28	+0.4%	+$3.22K	0.31%	56
2025 Q2	$894K	Buy	7,924 +151	+2%	+$15.6K	0.32%	55
2025 Q1	$704K	Buy	+7,773	New	+$877K	0.31%	57
2024 Q3	$1.04M	Buy	8,816 +21	+0.2%	+$2.37K	0.41%	45
2024 Q2	$928K	Buy	8,795 +27	+0.3%	+$2.89K	0.4%	43
2024 Q1	$968K	Buy	+8,768	New	+$931K	0.43%	41
2023 Q3	$1.15M	Buy	12,527 +1,048	+9%	+$105K	0.6%	30
2023 Q2	$1.19M	Buy	11,479 +689	+6%	+$65.6K	0.61%	28
2023 Q1	$1.05M	Buy	+10,790	New	+$1.08M	0.56%	32

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

Sweeney & Michel's IJR Position: Q1 2026 in Review

Sweeney & Michel reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.23% in Q1 2026, selling an estimated $2.29K and leaving 7,874 shares worth $1.04M. The position accounts for 0.31% of the portfolio, ranked #54.

Sweeney & Michel first reported a position in IJR in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.19M in Q2 2023. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Sweeney & Michel held 7,874 shares of iShares Core S&P Small-Cap ETF worth $1.04M as of Q1 2026.
Sweeney & Michel sold 18 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $2.29K.
iShares Core S&P Small-Cap ETF made up 0.31% of Sweeney & Michel's portfolio in Q1 2026, its #54 holding.
Sweeney & Michel first reported a position in iShares Core S&P Small-Cap ETF in Q1 2023 and has held it in 11 quarters since.
Sweeney & Michel's iShares Core S&P Small-Cap ETF position peaked at $1.19M in Q2 2023.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Sweeney & Michel's 13F filing for Q1 2026, filed 16 Apr 2026.