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

Wealth Dimensions 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
Q2 		$1.57M Buy
10,573
+621
+6% +$85.2K 0.28% 48
2026
Q1 		$1.24M Sell
9,952
-160
-2% -$20.3K 0.24% 50
2025
Q4 		$1.22M Buy
10,112
+71
+0.7% +$8.49K 0.24% 52
2025
Q3 		$1.19M Buy
10,041
+157
+2% +$18.1K 0.25% 55
2025
Q2 		$1.08M Buy
9,884
+293
+3% +$30.3K 0.24% 56
2025
Q1 		$1M Buy
9,591
+9
+0.1% +$1.02K 0.24% 55
2024
Q4 		$1.1M Buy
9,582
+724
+8% +$86.5K 0.27% 51
2024
Q3 		$1.04M Sell
8,858
-17
-0.2% -$1.92K 0.26% 48
2024
Q2 		$947K Buy
8,875
+67
+0.8% +$7.17K 0.27% 47
2024
Q1 		$974K Buy
8,808
+2
+0% +$212 0.29% 45
2023
Q4 		$953K Sell
8,806
-303
-3% -$29.2K 0.3% 43
2023
Q3 		$859K Buy
9,109
+94
+1% +$9.39K 0.31% 45
2023
Q2 		$898K Sell
9,015
-71
-0.8% -$6.76K 0.33% 42
2023
Q1 		$879K Buy
9,086
+52
+0.6% +$5.2K 0.34% 44
2022
Q4 		$855K Buy
9,034
+4
+0% +$384 0.35% 47
2022
Q3 		$787K Buy
9,030
+370
+4% +$35.9K 0.39% 41
2022
Q2 		$800K Sell
8,660
-148
-2% -$14.7K 0.38% 43
2022
Q1 		$950K Buy
8,808
+7
+0.1% +$755 0.44% 36
2021
Q4 		$1.01M Buy
8,801
+269
+3% +$30.7K 0.49% 32
2021
Q3 		$932K Buy
8,532
+141
+2% +$15.5K 0.6% 30
2021
Q2 		$948K Sell
8,391
-41
-0.5% -$4.57K 0.64% 30
2021
Q1 		$915K Buy
8,432
+930
+12% +$97.3K 0.71% 28
2020
Q4 		$689K Buy
+7,502
New +$616K 0.59% 30

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wealth Dimensions Group's IJR Position: Q2 2026 in Review

Wealth Dimensions Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 6.2% in Q2 2026, buying an estimated $85.2K and bringing the position to 10,573 shares worth $1.57M. The position accounts for 0.28% of the portfolio, ranked #48.

Wealth Dimensions Group first reported a position in IJR in Q4 2020 and has held it in 23 quarters since. 2,839 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Wealth Dimensions Group held 10,573 shares of iShares Core S&P Small-Cap ETF worth $1.57M as of Q2 2026.
  • Wealth Dimensions Group bought 621 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $85.2K.
  • iShares Core S&P Small-Cap ETF made up 0.28% of Wealth Dimensions Group's portfolio in Q2 2026, its #48 holding.
  • Wealth Dimensions Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,839 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.