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

Wealth Architects’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	$74.9M	Sell	505,346 -661	-0.1%	-$90.7K	5.92%	4
2026 Q1	$62.9M	Buy	506,007 +9,435	+2%	+$1.2M	5.61%	3
2025 Q4	$59.7M	Buy	496,572 +10,545	+2%	+$1.26M	5.38%	3
2025 Q3	$57.8M	Sell	486,027 -1,589	-0.3%	-$183K	5.45%	3
2025 Q2	$53.3M	Buy	487,616 +17,411	+4%	+$1.8M	5.41%	4
2025 Q1	$49.2M	Sell	470,205 -5,717	-1%	-$645K	5.42%	4
2024 Q4	$54.8M	Buy	475,922 +12,105	+3%	+$1.45M	6.19%	3
2024 Q3	$54.2M	Buy	463,817 +24,452	+6%	+$2.76M	6.14%	3
2024 Q2	$46.9M	Buy	439,365 +13,510	+3%	+$1.45M	5.72%	3
2024 Q1	$47.1M	Buy	425,855 +7,721	+2%	+$820K	6.2%	3
2023 Q4	$45.3M	Sell	418,134 -5,279	-1%	-$509K	6.35%	3
2023 Q3	$39.9M	Buy	423,413 +8,656	+2%	+$865K	6.79%	2
2023 Q2	$41.3M	Buy	414,757 +16,723	+4%	+$1.59M	6.82%	2
2023 Q1	$38.5M	Buy	398,034 +12,001	+3%	+$1.2M	6.82%	2
2022 Q4	$36.5M	Sell	386,033 -2,566	-0.7%	-$246K	6.91%	2
2022 Q3	$33.9M	Buy	388,599 +2,208	+0.6%	+$214K	7.09%	2
2022 Q2	$35.7M	Buy	386,391 +4,178	+1%	+$416K	6.98%	2
2022 Q1	$41.2M	Buy	382,213 +2,532	+0.7%	+$273K	7.01%	3
2021 Q4	$43.5M	Buy	379,681 +19,904	+6%	+$2.27M	7.62%	2
2021 Q3	$39.3M	Sell	359,777 -20,890	-5%	-$2.3M	7.62%	2
2021 Q2	$43M	Buy	380,667 +5,328	+1%	+$594K	8.43%	2
2021 Q1	$40.7M	Sell	375,339 -37,863	-9%	-$3.96M	8.82%	2
2020 Q4	$38M	Sell	413,202 -19,785	-5%	-$1.63M	8.84%	2
2020 Q3	$30.4M	Buy	432,987 +4,859	+1%	+$348K	8.25%	2
2020 Q2	$29.2M	Buy	428,128 +11,066	+3%	+$699K	8.2%	2
2020 Q1	$23.4M	Sell	417,062 -13,915	-3%	-$1.04M	8.12%	2
2019 Q4	$36.1M	Buy	430,977 +11,590	+3%	+$932K	10.09%	2
2019 Q3	$32.6M	Buy	419,387 +1,456	+0.3%	+$113K	9.94%	2
2019 Q2	$32.7M	Buy	417,931 +13,661	+3%	+$1.06M	9.85%	2
2019 Q1	$31.2M	Buy	404,270 +10,929	+3%	+$839K	9.72%	2
2018 Q4	$27.3M	Buy	393,341 +13,384	+4%	+$1.03M	9.8%	2
2018 Q3	$33.1M	Sell	379,957 -15,838	-4%	-$1.39M	10.23%	2
2018 Q2	$33M	Sell	395,795 -17,542	-4%	-$1.43M	10.69%	2
2018 Q1	$31.8M	Buy	413,337 +3,728	+0.9%	+$290K	10.54%	2
2017 Q4	$31.5M	Sell	409,609 -3,388	-0.8%	-$255K	10.32%	2
2017 Q3	$30.7M	Buy	412,997 +6,719	+2%	+$471K	10.66%	2
2017 Q2	$28.5M	Buy	406,278 +4,973	+1%	+$344K	10.6%	2
2017 Q1	$27.8M	Sell	401,305 -5,037	-1%	-$347K	11.03%	2
2016 Q4	$27.9M	Sell	406,342 -9,332	-2%	-$602K	12.44%	2
2016 Q3	$25.8M	Buy	415,674 +642	+0.2%	+$39.2K	11.94%	2
2016 Q2	$24.1M	Buy	415,032 +19,488	+5%	+$1.11M	11.68%	2
2016 Q1	$22.3M	Buy	395,544 +18,766	+5%	+$980K	11.11%	2
2015 Q4	$20.7M	Buy	376,778 +15,398	+4%	+$868K	10.25%	2
2015 Q3	$19.3M	Buy	361,380 +13,228	+4%	+$750K	10.34%	2
2015 Q2	$20.5M	Buy	348,152 +988	+0.3%	+$58.4K	11.03%	2
2015 Q1	$20.5M	Sell	347,164 -15,466	-4%	-$886K	11.8%	2
2014 Q4	$20.7M	Buy	+362,630	New	+$19.8M	12.15%	2

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 22.96% 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

Wealth Architects's IJR Position: Q2 2026 in Review

Wealth Architects reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.13% in Q2 2026, selling an estimated $90.7K and leaving 505,346 shares worth $74.9M. The position accounts for 5.92% of the portfolio, ranked #4.

Wealth Architects first reported a position in IJR in Q4 2014 and has held it in 47 quarters since. 2,824 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Wealth Architects held 505,346 shares of iShares Core S&P Small-Cap ETF worth $74.9M as of Q2 2026.
Wealth Architects sold 661 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $90.7K.
iShares Core S&P Small-Cap ETF made up 5.92% of Wealth Architects's portfolio in Q2 2026, its #4 holding.
Wealth Architects first reported a position in iShares Core S&P Small-Cap ETF in Q4 2014 and has held it in 47 quarters since.
2,824 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Wealth Architects's 13F filing for Q2 2026, filed 23 Jul 2026.