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Walkner Condon Financial Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Walkner Condon Financial 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 		$11.3M Buy
90,858
+35,539
+64% +$4.51M 1.49% 15
2025
Q4 		$6.65M Buy
55,319
+10,736
+24% +$1.28M 0.92% 26
2025
Q3 		$5.29M Buy
44,583
+7,166
+19% +$824K 0.84% 29
2025
Q2 		$4.09M Buy
37,417
+5,014
+15% +$518K 0.75% 33
2025
Q1 		$3.39M Buy
32,403
+21,829
+206% +$2.46M 0.69% 31
2024
Q4 		$1.22M Sell
10,574
-630
-6% -$75.3K 0.25% 81
2024
Q3 		$1.31M Buy
11,204
+717
+7% +$81K 0.27% 80
2024
Q2 		$1.12M Sell
10,487
-292
-3% -$31.2K 0.24% 89
2024
Q1 		$1.19M Buy
10,779
+189
+2% +$20.1K 0.25% 86
2023
Q4 		$1.15M Buy
10,590
+333
+3% +$32.1K 0.26% 86
2023
Q3 		$968K Buy
10,257
+1,247
+14% +$125K 0.26% 85
2023
Q2 		$898K Sell
9,010
-2,609
-22% -$248K 0.24% 92
2023
Q1 		$1.12M Buy
11,619
+851
+8% +$85.1K 0.31% 70
2022
Q4 		$1.02M Buy
10,768
+2,568
+31% +$246K 0.3% 70
2022
Q3 		$715K Buy
8,200
+769
+10% +$74.7K 0.23% 90
2022
Q2 		$687K Buy
7,431
+730
+11% +$72.6K 0.22% 97
2022
Q1 		$723K Buy
6,701
+2,650
+65% +$286K 0.21% 95
2021
Q4 		$464K Buy
4,051
+698
+21% +$79.5K 0.3% 79
2021
Q3 		$369K Buy
3,353
+61
+2% +$6.72K 0.18% 101
2021
Q2 		$374K Buy
3,292
+312
+10% +$34.8K 0.14% 114
2021
Q1 		$323K Buy
2,980
+348
+13% +$36.4K 0.13% 131
2020
Q4 		$242K Buy
+2,632
New +$216K 0.1% 121

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

Walkner Condon Financial Advisors's IJR Position: Q1 2026 in Review

Walkner Condon Financial Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 64% in Q1 2026, buying an estimated $4.51M and bringing the position to 90,858 shares worth $11.3M. The position accounts for 1.49% of the portfolio, ranked #15.

Walkner Condon Financial Advisors first reported a position in IJR in Q4 2020 and has held it in 22 quarters since. 2,734 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Walkner Condon Financial Advisors held 90,858 shares of iShares Core S&P Small-Cap ETF worth $11.3M as of Q1 2026.
  • Walkner Condon Financial Advisors bought 35,539 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $4.51M.
  • iShares Core S&P Small-Cap ETF made up 1.49% of Walkner Condon Financial Advisors's portfolio in Q1 2026, its #15 holding.
  • Walkner Condon Financial Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • 2,734 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.