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

WCG 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 		$4.87M Buy
39,140
+3,887
+11% +$494K 0.14% 156
2025
Q4 		$4.24M Buy
35,253
+16,623
+89% +$1.99M 0.12% 164
2025
Q3 		$2.21M Buy
18,630
+53
+0.3% +$6.1K 0.14% 145
2025
Q2 		$2.03M Sell
18,577
-788
-4% -$81.5K 0.13% 157
2025
Q1 		$2.03M Sell
19,365
-2,003
-9% -$226K 0.15% 141
2024
Q4 		$2.46M Buy
21,368
+47
+0.2% +$5.62K 0.16% 137
2024
Q3 		$2.49M Buy
21,321
+3,275
+18% +$370K 0.17% 135
2024
Q2 		$1.93M Sell
18,046
-1,927
-10% -$206K 0.14% 139
2024
Q1 		$2.21M Sell
19,973
-314
-2% -$33.3K 0.18% 115
2023
Q4 		$2.2M Buy
20,287
+142
+0.7% +$13.7K 0.16% 125
2023
Q3 		$1.93M Buy
20,145
+7,899
+65% +$789K 0.14% 136
2023
Q2 		$1.22M Buy
12,246
+327
+3% +$31.1K 0.14% 102
2023
Q1 		$1.15M Sell
11,919
-393
-3% -$39.3K 0.15% 102
2022
Q4 		$1.17M Buy
12,312
+657
+6% +$63K 0.16% 96
2022
Q3 		$1.06M Buy
11,655
+4,347
+59% +$422K 0.14% 117
2022
Q2 		$675K Buy
+7,308
New +$727K 0.09% 149

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

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

WCG Wealth Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 11% in Q1 2026, buying an estimated $494K and bringing the position to 39,140 shares worth $4.87M. The position accounts for 0.14% of the portfolio, ranked #156.

WCG Wealth Advisors first reported a position in IJR in Q2 2022 and has held it in 16 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • WCG Wealth Advisors held 39,140 shares of iShares Core S&P Small-Cap ETF worth $4.87M as of Q1 2026.
  • WCG Wealth Advisors bought 3,887 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $494K.
  • iShares Core S&P Small-Cap ETF made up 0.14% of WCG Wealth Advisors's portfolio in Q1 2026, its #156 holding.
  • WCG Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q2 2022 and has held it in 16 quarters since.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.