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ViaWealth’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

ViaWealth’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 		$2.56M Sell
17,270
-51
-0.3% -$7K 1.29% 18
2026
Q1 		$2.15M Buy
17,321
+3
+0% +$381 1.2% 20
2025
Q4 		$2.08M Sell
17,318
-3,372
-16% -$403K 1.17% 20
2025
Q3 		$2.46M Sell
20,690
-87
-0.4% -$10K 1.34% 16
2025
Q2 		$2.27M Buy
20,777
+25
+0.1% +$2.58K 1.34% 16
2025
Q1 		$2.17M Buy
20,752
+23
+0.1% +$2.6K 1.34% 20
2024
Q4 		$2.39M Sell
20,729
-3,251
-14% -$388K 1.44% 17
2024
Q3 		$2.8M Sell
23,980
-384
-2% -$43.4K 1.63% 13
2024
Q2 		$2.6M Buy
24,364
+367
+2% +$39.3K 1.61% 13
2024
Q1 		$2.65M Buy
23,997
+1,983
+9% +$211K 1.66% 13
2023
Q4 		$2.38M Sell
22,014
-1,195
-5% -$115K 1.64% 12
2023
Q3 		$2.19M Sell
23,209
-821
-3% -$82K 1.61% 13
2023
Q2 		$2.39M Buy
24,030
+108
+0.5% +$10.3K 1.79% 11
2023
Q1 		$2.31M Buy
23,922
+1,275
+6% +$127K 1.83% 9
2022
Q4 		$2.2M Buy
+22,647
New +$2.17M 1.81% 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

ViaWealth's IJR Position: Q2 2026 in Review

ViaWealth reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.29% in Q2 2026, selling an estimated $7K and leaving 17,270 shares worth $2.56M. The position accounts for 1.29% of the portfolio, ranked #18.

ViaWealth first reported a position in IJR in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.8M in Q3 2024. 2,845 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • ViaWealth held 17,270 shares of iShares Core S&P Small-Cap ETF worth $2.56M as of Q2 2026.
  • ViaWealth sold 51 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $7K.
  • iShares Core S&P Small-Cap ETF made up 1.29% of ViaWealth's portfolio in Q2 2026, its #18 holding.
  • ViaWealth first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • ViaWealth's iShares Core S&P Small-Cap ETF position peaked at $2.8M in Q3 2024.
  • 2,845 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on ViaWealth's 13F filing for Q2 2026, filed 11 Aug 2026.