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

Tanager Wealth 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 Q2	–	Sell	-2,651	Closed	-$330K	–	162
2026 Q1	$330K	Sell	2,651 -237	-8%	-$30.1K	0.03%	109
2025 Q4	$347K	Buy	2,888 +1,016	+54%	+$122K	0.03%	99
2025 Q3	$222K	Buy	1,872 +4	+0.2%	+$460	0.02%	120
2025 Q2	$204K	Buy	+1,868	New	+$193K	0.02%	117
2025 Q1	–	Sell	-1,812	Closed	-$209K	–	121
2024 Q4	$209K	Hold	1,812	–	–	0.03%	115
2024 Q3	$212K	Sell	1,812 -441	-20%	-$49.8K	0.03%	102
2024 Q2	$240K	Buy	+2,253	New	+$241K	0.04%	84

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

Tanager Wealth Management's IJR Position: Q2 2026 in Review

Tanager Wealth Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2026, closing a stake of 2,651 shares — an estimated $330K sold.

Tanager Wealth Management first reported a position in IJR in Q2 2024 and held it in 7 quarters. The position peaked at $347K in Q4 2025. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Tanager Wealth Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
Tanager Wealth Management sold 2,651 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $330K.
Tanager Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q2 2024 and held it in 7 quarters.
Tanager Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $347K in Q4 2025.
2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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