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

Vision Retirement’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 		$126K Buy
851
+1
+0.1% +$137 0.03% 162
2026
Q1 		$106K Sell
850
-767
-47% -$97.4K 0.03% 157
2025
Q4 		$194K Buy
+1,617
New +$193K 0.05% 125

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Vision Retirement's IJR Position: Q2 2026 in Review

Vision Retirement increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.12% in Q2 2026, buying an estimated $137 and bringing the position to 851 shares worth $126K. The position accounts for 0.03% of the portfolio, ranked #162.

Vision Retirement first reported a position in IJR in Q4 2025 and has held it in 3 quarters since. The position peaked at $194K in Q4 2025. 2,757 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Vision Retirement held 851 shares of iShares Core S&P Small-Cap ETF worth $126K as of Q2 2026.
  • Vision Retirement bought 1 iShares Core S&P Small-Cap ETF share in Q2 2026, an estimated $137.
  • iShares Core S&P Small-Cap ETF made up 0.03% of Vision Retirement's portfolio in Q2 2026, its #162 holding.
  • Vision Retirement first reported a position in iShares Core S&P Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's iShares Core S&P Small-Cap ETF position peaked at $194K in Q4 2025.
  • 2,757 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.