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

Tucker Asset 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	$165K	Sell	1,111 -1,963	-64%	-$269K	0.04%	181
2026 Q1	$382K	Buy	3,074 +1,952	+174%	+$248K	0.11%	70
2025 Q4	$135K	Hold	1,122	–	–	0.04%	154
2025 Q3	$133K	Sell	1,122 -81	-7%	-$9.32K	0.04%	138
2025 Q2	$131K	Sell	1,203 -1,944	-62%	-$201K	0.04%	127
2025 Q1	$329K	Buy	3,147 +128	+4%	+$14.4K	0.11%	49
2024 Q4	$348K	Buy	3,019 +765	+34%	+$91.4K	0.04%	82
2024 Q3	$264K	Buy	2,254 +1,308	+138%	+$148K	0.06%	114
2024 Q2	$101K	Buy	946 +161	+21%	+$17.2K	0.02%	261
2024 Q1	$86.8K	Buy	785 +700	+824%	+$74.3K	0.02%	314
2023 Q4	$9.2K	Buy	85 +1	+1%	+$96	﹤0.01%	713
2023 Q3	$7.92K	Sell	84 -60	-42%	-$5.99K	﹤0.01%	713
2023 Q2	$14.3K	Sell	144 -19	-12%	-$1.81K	﹤0.01%	451
2023 Q1	$15.8K	Buy	163 +42	+35%	+$4.2K	﹤0.01%	465
2022 Q4	$11.5K	Sell	121 -1,382	-92%	-$133K	﹤0.01%	318
2022 Q3	$147K	Buy	1,503 +1,460	+3,395%	+$142K	0.05%	56
2022 Q2	$3.97K	Sell	43 -198	-82%	-$19.7K	﹤0.01%	369
2022 Q1	$26K	Buy	241 +200	+488%	+$21.6K	0.01%	130
2021 Q4	$4.7K	Hold	41	–	–	﹤0.01%	315
2021 Q3	$4.63K	Hold	41	–	–	﹤0.01%	257
2021 Q2	$4.63K	Hold	41	–	–	﹤0.01%	242
2021 Q1	$4.45K	Buy	41 +21	+105%	+$2.2K	﹤0.01%	235
2020 Q4	$1.84K	Buy	+20	New	+$1.64K	﹤0.01%	276

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

Tucker Asset Management's IJR Position: Q2 2026 in Review

Tucker Asset Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 64% in Q2 2026, selling an estimated $269K and leaving 1,111 shares worth $165K. The position accounts for 0.04% of the portfolio, ranked #181.

Tucker Asset Management first reported a position in IJR in Q4 2020 and has held it in 23 quarters since. The position peaked at $382K in Q1 2026. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Tucker Asset Management held 1,111 shares of iShares Core S&P Small-Cap ETF worth $165K as of Q2 2026.
Tucker Asset Management sold 1,963 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $269K.
iShares Core S&P Small-Cap ETF made up 0.04% of Tucker Asset Management's portfolio in Q2 2026, its #181 holding.
Tucker Asset Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
Tucker Asset Management's iShares Core S&P Small-Cap ETF position peaked at $382K in Q1 2026.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.