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Wagner Wealth Management (South Carolina)’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Wagner Wealth Management (South Carolina)’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 		$536K Buy
3,612
+565
+19% +$77.5K 0.1% 89
2026
Q1 		$379K Buy
3,047
+48
+2% +$6.1K 0.08% 90
2025
Q4 		$360K Buy
+2,999
New +$359K 0.08% 94
2025
Q3 		– Sell
-1,435
Closed -$157K – 258
2025
Q2 		$157K Hold
1,435
– – 0.04% 127
2025
Q1 		$150K Buy
1,435
+1
+0.1% +$113 0.04% 121
2024
Q4 		$165K Hold
1,434
– – 0.04% 115
2024
Q3 		$168K Sell
1,434
-690
-32% -$78K 0.05% 111
2024
Q2 		$227K Hold
2,124
– – 0.07% 120
2024
Q1 		$235K Buy
2,124
+34
+2% +$3.61K 0.07% 114
2023
Q4 		$226K Buy
2,090
+99
+5% +$9.54K 0.08% 116
2023
Q3 		$188K Buy
1,991
+552
+38% +$55.1K 0.07% 112
2023
Q2 		$143K Sell
1,439
-251
-15% -$23.9K 0.05% 116
2023
Q1 		$163K Buy
1,690
+290
+21% +$29K 0.07% 121
2022
Q4 		$132K Hold
1,400
– – 0.08% 123
2022
Q3 		$122K Hold
1,400
– – 0.09% 136
2022
Q2 		$129K Sell
1,400
-1,400
-50% -$139K 0.1% 128
2022
Q1 		$302K Buy
2,800
+1,360
+94% +$147K 0.21% 98
2021
Q4 		$165K Hold
1,440
– – 0.13% 132
2021
Q3 		$163K Sell
1,440
-66
-4% -$7.27K 0.13% 133
2021
Q2 		$170K Hold
1,506
– – 0.12% 140
2021
Q1 		$163K Hold
1,506
– – 0.13% 133
2020
Q4 		$138K Buy
+1,506
New +$124K 0.13% 109
2018
Q3 		$137K Hold
1,576
– – 0.09% 161
2018
Q2 		$132K Hold
1,576
– – 0.1% 151
2018
Q1 		$121K Hold
1,576
– – 0.09% 154
2017
Q4 		$125K Buy
+1,576
New +$119K 0.09% 151

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

Wagner Wealth Management (South Carolina)'s IJR Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) increased its iShares Core S&P Small-Cap ETF (IJR) stake by 19% in Q2 2026, buying an estimated $77.5K and bringing the position to 3,612 shares worth $536K. The position accounts for 0.1% of the portfolio, ranked #89.

Wagner Wealth Management (South Carolina) first reported a position in IJR in Q4 2017 and has held it in 26 quarters since. 2,824 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Wagner Wealth Management (South Carolina) held 3,612 shares of iShares Core S&P Small-Cap ETF worth $536K as of Q2 2026.
  • Wagner Wealth Management (South Carolina) bought 565 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $77.5K.
  • iShares Core S&P Small-Cap ETF made up 0.1% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #89 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in iShares Core S&P Small-Cap ETF in Q4 2017 and has held it in 26 quarters since.
  • 2,824 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.