Wallace Advisory Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Wallace Advisory Group’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	$353K	Hold	2,843	–	–	0.38%	59
2025 Q4	$342K	Buy	2,843 +103	+4%	+$12.3K	0.36%	72
2025 Q3	$299K	Hold	2,740	–	–	0.24%	125
2025 Q2	$287K	Hold	2,740	–	–	0.21%	139
2025 Q1	$316K	Hold	2,740	–	–	0.22%	133
2024 Q4	$320K	Hold	2,740	–	–	0.22%	131
2024 Q3	$292K	Hold	2,740	–	–	0.21%	129
2024 Q2	$292K	Hold	2,740	–	–	0.21%	129
2024 Q1	$297K	Hold	2,740	–	–	0.22%	122
2023 Q4	$258K	Hold	2,740	–	–	0.2%	121
2023 Q3	$273K	Buy	+2,740	New	+$274K	0.2%	125

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wallace Advisory Group's IJR Position: Q1 2026 in Review

Wallace Advisory Group held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q1 2026 at 2,843 shares worth $353K. The position accounts for 0.38% of the portfolio, ranked #59.

Wallace Advisory Group first reported a position in IJR in Q3 2023 and has held it in 11 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Wallace Advisory Group held 2,843 shares of iShares Core S&P Small-Cap ETF worth $353K as of Q1 2026.
Wallace Advisory Group left its iShares Core S&P Small-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Small-Cap ETF made up 0.38% of Wallace Advisory Group's portfolio in Q1 2026, its #59 holding.
Wallace Advisory Group first reported a position in iShares Core S&P Small-Cap ETF in Q3 2023 and has held it in 11 quarters since.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.