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

Tradition 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 Q1	$2.82M	Sell	22,682 -73	-0.3%	-$9.27K	0.2%	106
2025 Q4	$2.73M	Buy	22,755 +108	+0.5%	+$12.9K	0.2%	105
2025 Q3	$2.69M	Sell	22,647 -523	-2%	-$60.1K	0.2%	104
2025 Q2	$2.53M	Sell	23,170 -58	-0.2%	-$6K	0.2%	99
2025 Q1	$2.43M	Sell	23,228 -200	-0.9%	-$22.6K	0.21%	96
2024 Q4	$2.7M	Sell	23,428 -379	-2%	-$45.3K	0.24%	89
2024 Q3	$2.78M	Sell	23,807 -61	-0.3%	-$6.89K	0.25%	84
2024 Q2	$2.55M	Sell	23,868 -1,366	-5%	-$146K	0.25%	86
2024 Q1	$2.79M	Sell	25,234 -59,468	-70%	-$6.31M	0.28%	75
2023 Q4	$9.17M	Sell	84,702 -47,292	-36%	-$4.56M	0.96%	27
2023 Q3	$12.5M	Buy	131,994 +1,863	+1%	+$186K	1.48%	15
2023 Q2	$13M	Buy	130,131 +548	+0.4%	+$52.2K	1.51%	15
2023 Q1	$12.5M	Sell	129,583 -5,255	-4%	-$525K	1.56%	14
2022 Q4	$12.8M	Buy	134,838 +18,162	+16%	+$1.74M	1.8%	10
2022 Q3	$10.2M	Buy	116,676 +35,767	+44%	+$3.47M	1.53%	15
2022 Q2	$7.48M	Sell	80,909 -8,533	-10%	-$849K	1.09%	25
2022 Q1	$9.65M	Sell	89,442 -532	-0.6%	-$57.4K	1.23%	21
2021 Q4	$10.3M	Buy	89,974 +23,774	+36%	+$2.71M	1.3%	20
2021 Q3	$7.23M	Buy	66,200 +4,743	+8%	+$522K	1.03%	27
2021 Q2	$6.94M	Buy	61,457 +3,143	+5%	+$351K	1.04%	23
2021 Q1	$6.33M	Buy	58,314 +21,423	+58%	+$2.24M	1.1%	21
2020 Q4	$3.39M	Buy	+36,891	New	+$3.03M	0.66%	47

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

Tradition Wealth Management's IJR Position: Q1 2026 in Review

Tradition Wealth Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.32% in Q1 2026, selling an estimated $9.27K and leaving 22,682 shares worth $2.82M. The position accounts for 0.2% of the portfolio, ranked #106.

Tradition Wealth Management first reported a position in IJR in Q4 2020 and has held it in 22 quarters since. The position peaked at $13M in Q2 2023. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Tradition Wealth Management held 22,682 shares of iShares Core S&P Small-Cap ETF worth $2.82M as of Q1 2026.
Tradition Wealth Management sold 73 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $9.27K.
iShares Core S&P Small-Cap ETF made up 0.2% of Tradition Wealth Management's portfolio in Q1 2026, its #106 holding.
Tradition Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 22 quarters since.
Tradition Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $13M 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 Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.