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 Q2	$5.95M	Buy	40,129 +989	+3%	+$136K	0.14%	152
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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WCG Wealth Advisors's IJR Position: Q2 2026 in Review

WCG Wealth Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2.5% in Q2 2026, buying an estimated $136K and bringing the position to 40,129 shares worth $5.95M. The position accounts for 0.14% of the portfolio, ranked #152.

WCG Wealth Advisors first reported a position in IJR in Q2 2022 and has held it in 17 quarters since. 2,851 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

WCG Wealth Advisors held 40,129 shares of iShares Core S&P Small-Cap ETF worth $5.95M as of Q2 2026.
WCG Wealth Advisors bought 989 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $136K.
iShares Core S&P Small-Cap ETF made up 0.14% of WCG Wealth Advisors's portfolio in Q2 2026, its #152 holding.
WCG Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q2 2022 and has held it in 17 quarters since.
2,851 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.