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

Wealth Effects’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 		$1.01M Hold
6,781
– – 0.27% 74
2026
Q1 		$843K Buy
6,781
+600
+10% +$76.2K 0.3% 70
2025
Q4 		$743K Buy
6,181
+200
+3% +$23.9K 0.23% 75
2025
Q3 		$711K Sell
5,981
-251
-4% -$28.9K 0.23% 80
2025
Q2 		$681K Sell
6,232
-664
-10% -$68.6K 0.25% 77
2025
Q1 		$721K Sell
6,896
-71
-1% -$8.01K 0.3% 66
2024
Q4 		$803K Buy
6,967
+319
+5% +$38.1K 0.29% 69
2024
Q3 		$778K Buy
6,648
+300
+5% +$33.9K 0.27% 76
2024
Q2 		$677K Sell
6,348
-621
-9% -$66.4K 0.25% 81
2024
Q1 		$770K Sell
6,969
-1,306
-16% -$139K 0.28% 74
2023
Q4 		$896K Buy
8,275
+1,529
+23% +$147K 0.34% 68
2023
Q3 		$636K Hold
6,746
– – 0.31% 76
2023
Q2 		$672K Sell
6,746
-12
-0.2% -$1.14K 0.3% 73
2023
Q1 		$653K Sell
6,758
-798
-11% -$79.8K 0.33% 72
2022
Q4 		$715K Buy
+7,556
New +$725K 0.41% 58

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 Effects's IJR Position: Q2 2026 in Review

Wealth Effects held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 6,781 shares worth $1.01M. The position accounts for 0.27% of the portfolio, ranked #74.

Wealth Effects first reported a position in IJR in Q4 2022 and has held it in 15 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Wealth Effects held 6,781 shares of iShares Core S&P Small-Cap ETF worth $1.01M as of Q2 2026.
  • Wealth Effects left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
  • iShares Core S&P Small-Cap ETF made up 0.27% of Wealth Effects's portfolio in Q2 2026, its #74 holding.
  • Wealth Effects first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.