VWA
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Visionary Wealth Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Visionary Wealth Advisors’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 		$3.76M Buy
30,269
+1,565
+5% +$199K 0.17% 139
2025
Q4 		$3.45M Buy
28,704
+1,300
+5% +$155K 0.16% 148
2025
Q3 		$3.26M Buy
27,404
+6,808
+33% +$783K 0.15% 143
2025
Q2 		$2.25M Sell
20,596
-67
-0.3% -$6.93K 0.12% 179
2025
Q1 		$2.16M Buy
20,663
+3,483
+20% +$393K 0.13% 163
2024
Q4 		$1.98M Buy
17,180
+490
+3% +$58.5K 0.12% 169
2024
Q3 		$1.95M Buy
16,690
+82
+0.5% +$9.26K 0.12% 180
2024
Q2 		$1.77M Buy
16,608
+19
+0.1% +$2.03K 0.12% 182
2024
Q1 		$1.83M Sell
16,589
-316
-2% -$33.6K 0.12% 176
2023
Q4 		$1.83M Buy
16,905
+79
+0.5% +$7.61K 0.13% 163
2023
Q3 		$1.59M Buy
16,826
+3,377
+25% +$337K 0.13% 163
2023
Q2 		$1.34M Buy
13,449
+2,262
+20% +$215K 0.11% 185
2023
Q1 		$1.08M Buy
11,187
+879
+9% +$87.9K 0.09% 185
2022
Q4 		$976K Buy
10,308
+7,963
+340% +$764K 0.09% 179
2022
Q3 		$204K Sell
2,345
-315
-12% -$30.6K 0.02% 367
2022
Q2 		$246K Buy
2,660
+358
+16% +$35.6K 0.02% 357
2022
Q1 		$248K Buy
2,302
+449
+24% +$48.5K 0.02% 368
2021
Q4 		$212K Buy
+1,853
New +$211K 0.02% 355
2021
Q1 		– Sell
-2,367
Closed -$218K – 320
2020
Q4 		$218K Buy
+2,367
New +$194K 0.02% 282
2020
Q2 		– Sell
-5,036
Closed -$283K – 236
2020
Q1 		$283K Sell
5,036
-59,115
-92% -$4.4M 0.05% 157
2019
Q4 		$5.38M Buy
+64,151
New +$5.16M 0.96% 31

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

Visionary Wealth Advisors's IJR Position: Q1 2026 in Review

Visionary Wealth Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 5.5% in Q1 2026, buying an estimated $199K and bringing the position to 30,269 shares worth $3.76M. The position accounts for 0.17% of the portfolio, ranked #139.

Visionary Wealth Advisors first reported a position in IJR in Q4 2019 and has held it in 21 quarters since. The position peaked at $5.38M in Q4 2019. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Visionary Wealth Advisors held 30,269 shares of iShares Core S&P Small-Cap ETF worth $3.76M as of Q1 2026.
  • Visionary Wealth Advisors bought 1,565 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $199K.
  • iShares Core S&P Small-Cap ETF made up 0.17% of Visionary Wealth Advisors's portfolio in Q1 2026, its #139 holding.
  • Visionary Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 21 quarters since.
  • Visionary Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $5.38M in Q4 2019.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.