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

Unique Wealth Strategies’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	$638K	Buy	4,305 +1,795	+72%	+$246K	0.23%	123
2026 Q1	$312K	Buy	+2,510	New	+$319K	0.13%	187
2025 Q1	–	Sell	-5,749	Closed	-$662K	–	202
2024 Q4	$662K	Buy	+5,749	New	+$687K	0.29%	76
2024 Q3	–	Sell	-1,339	Closed	-$148K	–	429
2024 Q2	$148K	Buy	+1,339	New	+$143K	0.07%	184

Other funds holding IJR

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 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

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

AWM

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Unique Wealth Strategies's IJR Position: Q2 2026 in Review

Unique Wealth Strategies increased its iShares Core S&P Small-Cap ETF (IJR) stake by 72% in Q2 2026, buying an estimated $246K and bringing the position to 4,305 shares worth $638K. The position accounts for 0.23% of the portfolio, ranked #123.

Unique Wealth Strategies first reported a position in IJR in Q2 2024 and has held it in 4 quarters since. The position peaked at $662K in Q4 2024. 604 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Unique Wealth Strategies held 4,305 shares of iShares Core S&P Small-Cap ETF worth $638K as of Q2 2026.
Unique Wealth Strategies bought 1,795 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $246K.
iShares Core S&P Small-Cap ETF made up 0.23% of Unique Wealth Strategies's portfolio in Q2 2026, its #123 holding.
Unique Wealth Strategies first reported a position in iShares Core S&P Small-Cap ETF in Q2 2024 and has held it in 4 quarters since.
Unique Wealth Strategies's iShares Core S&P Small-Cap ETF position peaked at $662K in Q4 2024.
604 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.