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

Tower View 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	$4.17K	Buy	+28	New	+$3.84K	﹤0.01%	188
2025 Q2	–	Sell	-28	Closed	-$2.88K	–	200
2025 Q1	$2.88K	Buy	28 +1	+4%	+$113	﹤0.01%	170
2024 Q4	$3.16K	Hold	27	–	–	﹤0.01%	170
2024 Q3	$3.18K	Hold	27	–	–	﹤0.01%	178
2024 Q2	$2.89K	Hold	27	–	–	﹤0.01%	172
2024 Q1	$2.98K	Hold	27	–	–	﹤0.01%	179
2023 Q4	$3K	Hold	27	–	–	﹤0.01%	163
2023 Q3	$3K	Hold	27	–	–	﹤0.01%	160
2023 Q2	$3K	Hold	27	–	–	﹤0.01%	170
2023 Q1	$3K	Buy	27 +1	+4%	+$100	﹤0.01%	145
2022 Q4	$3K	Hold	26	–	–	﹤0.01%	148
2022 Q3	$2K	Hold	26	–	–	﹤0.01%	154
2022 Q2	$2K	Hold	26	–	–	﹤0.01%	149
2022 Q1	$3K	Hold	26	–	–	﹤0.01%	172
2021 Q4	$3K	Hold	26	–	–	﹤0.01%	179
2021 Q3	$3K	Hold	26	–	–	﹤0.01%	211
2021 Q2	$3K	Hold	26	–	–	﹤0.01%	163
2021 Q1	$3K	Hold	26	–	–	﹤0.01%	174
2020 Q4	$2K	Buy	26 +9	+53%	+$739	﹤0.01%	167
2020 Q3	$1K	Hold	17	–	–	﹤0.01%	152
2020 Q2	$1K	Buy	+17	New	+$1.07K	﹤0.01%	148

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

Tower View Wealth Management's IJR Position: Q2 2026 in Review

Tower View Wealth Management opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 28 shares worth $4.17K. The stake represents ﹤0.01% of the portfolio and ranks #188 among its holdings. This is a return to the name: Tower View Wealth Management previously reported a position in IJR as recently as Q1 2025.

Tower View Wealth Management first reported a position in IJR in Q2 2020 and has held it in 21 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Tower View Wealth Management held 28 shares of iShares Core S&P Small-Cap ETF worth $4.17K as of Q2 2026.
iShares Core S&P Small-Cap ETF was a new Tower View Wealth Management position in Q2 2026.
iShares Core S&P Small-Cap ETF made up ﹤0.01% of Tower View Wealth Management's portfolio in Q2 2026, its #188 holding.
Tower View Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q2 2020 and has held it in 21 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Tower View Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.