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

Urban 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 		$1.99M Sell
16,025
-1,782
-10% -$226K 2.04% 13
2025
Q4 		$2.14M Buy
+17,807
New +$2.13M 1.99% 12
2020
Q4 		$1.52M Buy
+16,499
New +$1.36M 1.26% 17

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Urban Wealth Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 10% in Q1 2026, selling an estimated $226K and leaving 16,025 shares worth $1.99M. The position accounts for 2.04% of the portfolio, ranked #13.

Urban Wealth Management first reported a position in IJR in Q4 2020 and has held it in 3 quarters since. The position peaked at $2.14M in Q4 2025. 2,734 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Urban Wealth Management held 16,025 shares of iShares Core S&P Small-Cap ETF worth $1.99M as of Q1 2026.
  • Urban Wealth Management sold 1,782 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $226K.
  • iShares Core S&P Small-Cap ETF made up 2.04% of Urban Wealth Management's portfolio in Q1 2026, its #13 holding.
  • Urban Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 3 quarters since.
  • Urban Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $2.14M in Q4 2025.
  • 2,734 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Urban Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.