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

Verde Capital 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 		$5.26M Sell
35,456
-3,351
-9% -$460K 0.97% 19
2026
Q1 		$4.82M Sell
38,807
-1,161
-3% -$147K 1.03% 19
2025
Q4 		$4.8M Sell
39,968
-1,047
-3% -$125K 1.02% 18
2025
Q3 		$4.87M Sell
41,015
-1,750
-4% -$201K 1.08% 17
2025
Q2 		$4.67M Sell
42,765
-1,664
-4% -$172K 1.15% 17
2025
Q1 		$4.65M Sell
44,429
-4,120
-8% -$465K 1.32% 15
2024
Q4 		$5.59M Sell
48,549
-6,128
-11% -$732K 1.58% 14
2024
Q3 		$6.4M Sell
54,677
-85,103
-61% -$9.61M 1.92% 13
2024
Q2 		$14.9M Buy
139,780
+5,916
+4% +$633K 4.73% 7
2024
Q1 		$14.8M Buy
133,864
+6,869
+5% +$729K 5.06% 7
2023
Q4 		$13.7M Sell
126,995
-3,992
-3% -$385K 5.2% 7
2023
Q3 		$12.4M Buy
130,987
+3,584
+3% +$358K 4.8% 8
2023
Q2 		$12.7M Buy
127,403
+1,934
+2% +$184K 4.82% 8
2023
Q1 		$12.1M Buy
125,469
+2,794
+2% +$279K 5.06% 7
2022
Q4 		$11.6M Sell
122,675
-2,194
-2% -$210K 5.55% 7
2022
Q3 		$10.9M Sell
124,869
-7,218
-5% -$701K 5.29% 7
2022
Q2 		$12.2M Sell
132,087
-14,192
-10% -$1.41M 5.6% 7
2022
Q1 		$15.8M Buy
146,279
+2,410
+2% +$260K 6.25% 7
2021
Q4 		$16.5M Buy
143,869
+6,734
+5% +$767K 6.27% 7
2021
Q3 		$15M Buy
137,135
+6,991
+5% +$770K 6.23% 8
2021
Q2 		$14.7M Buy
130,144
+4,514
+4% +$503K 6.19% 7
2021
Q1 		$13.6M Buy
125,630
+2,989
+2% +$313K 6.01% 9
2020
Q4 		$11.3M Buy
122,641
+24,367
+25% +$2M 5.61% 8
2020
Q3 		$6.9M Buy
+98,274
New +$7.04M 3.93% 9

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Verde Capital Management's IJR Position: Q2 2026 in Review

Verde Capital Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 8.6% in Q2 2026, selling an estimated $460K and leaving 35,456 shares worth $5.26M. The position accounts for 0.97% of the portfolio, ranked #19.

Verde Capital Management first reported a position in IJR in Q3 2020 and has held it in 24 quarters since. The position peaked at $16.5M in Q4 2021. 2,841 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Verde Capital Management held 35,456 shares of iShares Core S&P Small-Cap ETF worth $5.26M as of Q2 2026.
  • Verde Capital Management sold 3,351 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $460K.
  • iShares Core S&P Small-Cap ETF made up 0.97% of Verde Capital Management's portfolio in Q2 2026, its #19 holding.
  • Verde Capital Management first reported a position in iShares Core S&P Small-Cap ETF in Q3 2020 and has held it in 24 quarters since.
  • Verde Capital Management's iShares Core S&P Small-Cap ETF position peaked at $16.5M in Q4 2021.
  • 2,841 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Verde Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.