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

Taylor & Morgan 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	$541K	Buy	3,651 +299	+9%	+$41K	0.27%	50
2026 Q1	$417K	Sell	3,352 -45	-1%	-$5.72K	0.24%	55
2025 Q4	$408K	Buy	3,397 +321	+10%	+$38.4K	0.23%	58
2025 Q3	$366K	Buy	3,076 +1,016	+49%	+$117K	0.22%	52
2025 Q2	$225K	Buy	+2,060	New	+$213K	0.15%	65

Other funds holding IJR

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Taylor & Morgan Wealth Management's IJR Position: Q2 2026 in Review

Taylor & Morgan Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 8.9% in Q2 2026, buying an estimated $41K and bringing the position to 3,651 shares worth $541K. The position accounts for 0.27% of the portfolio, ranked #50.

Taylor & Morgan Wealth Management first reported a position in IJR in Q2 2025 and has held it in 5 quarters since. 1,454 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Taylor & Morgan Wealth Management held 3,651 shares of iShares Core S&P Small-Cap ETF worth $541K as of Q2 2026.
Taylor & Morgan Wealth Management bought 299 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $41K.
iShares Core S&P Small-Cap ETF made up 0.27% of Taylor & Morgan Wealth Management's portfolio in Q2 2026, its #50 holding.
Taylor & Morgan Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q2 2025 and has held it in 5 quarters since.
1,454 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.