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

Vericrest Private Wealth’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	$4.22M	Buy	33,978 +946	+3%	+$120K	3.79%	8
2025 Q4	$3.97M	Buy	+33,032	New	+$3.95M	3.53%	9
2022 Q2	$3.21M	Sell	34,726 -357	-1%	-$35.5K	3.94%	7
2022 Q1	$3.79M	Sell	35,083 -254	-0.7%	-$27.4K	3.94%	6
2021 Q4	$4.05M	Buy	+35,337	New	+$4.03M	3.75%	9

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

Vericrest Private Wealth's IJR Position: Q1 2026 in Review

Vericrest Private Wealth increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2.9% in Q1 2026, buying an estimated $120K and bringing the position to 33,978 shares worth $4.22M. The position accounts for 3.79% of the portfolio, ranked #8.

Vericrest Private Wealth first reported a position in IJR in Q4 2021 and has held it in 5 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Vericrest Private Wealth held 33,978 shares of iShares Core S&P Small-Cap ETF worth $4.22M as of Q1 2026.
Vericrest Private Wealth bought 946 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $120K.
iShares Core S&P Small-Cap ETF made up 3.79% of Vericrest Private Wealth's portfolio in Q1 2026, its #8 holding.
Vericrest Private Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 5 quarters since.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Vericrest Private Wealth's 13F filing for Q1 2026, filed 7 May 2026.