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

Wealth Enhancement Advisory Services’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	$237M	Buy	1,631,441 +168,685	+12%	+$23.1M	0.4%	39
2026 Q1	$183M	Sell	1,462,756 -984,079	-40%	-$125M	0.37%	41
2025 Q4	$305M	Sell	2,446,835 -613	-0%	-$73.3K	0.41%	39
2025 Q3	$289M	Sell	2,447,448 -45,067	-2%	-$5.18M	0.44%	39
2025 Q2	$282M	Buy	2,492,515 +1,136,151	+84%	+$117M	0.47%	35
2025 Q1	$142M	Buy	1,356,364 +8,972	+0.7%	+$1.01M	0.27%	71
2024 Q4	$155M	Buy	1,347,392 +151,694	+13%	+$18.1M	0.3%	62
2024 Q3	$140M	Buy	1,195,698 +14,521	+1%	+$1.64M	0.3%	63
2024 Q2	$126M	Buy	1,181,177 +45,955	+4%	+$4.92M	0.3%	64
2024 Q1	$125M	Buy	1,135,222 +27,386	+2%	+$2.91M	0.32%	62
2023 Q4	$120M	Sell	1,107,836 -38,496	-3%	-$3.71M	0.35%	59
2023 Q3	$108M	Buy	1,146,332 +1,122,592	+4,729%	+$112M	0.36%	57
2023 Q2	$2.37M	Sell	23,740 -104,455	-81%	-$9.95M	0.03%	182
2023 Q1	$12.4M	Sell	128,195 -118,806	-48%	-$11.9M	0.14%	77
2022 Q4	$25M	Buy	247,001 +24,945	+11%	+$2.39M	0.32%	52
2022 Q3	$19.9M	Sell	222,056 -40,635	-15%	-$3.95M	0.28%	54
2022 Q2	$24.6M	Buy	262,691 +41,481	+19%	+$4.13M	0.34%	51
2022 Q1	$24M	Buy	221,210 +14,444	+7%	+$1.56M	0.32%	50
2021 Q4	$21.7M	Buy	206,766 +75,241	+57%	+$8.57M	0.31%	50
2021 Q3	$14.9M	Buy	131,525 +43,977	+50%	+$4.84M	0.22%	54
2021 Q2	$9.48M	Buy	87,548 +9,894	+13%	+$1.1M	0.15%	70
2021 Q1	$8.58M	Buy	77,654 +8,201	+12%	+$858K	0.16%	71
2020 Q4	$6.92M	Buy	69,453 +7,787	+13%	+$640K	0.16%	56
2020 Q3	$4.72M	Buy	61,666 +656	+1%	+$47K	0.12%	63
2020 Q2	$4.32M	Sell	61,010 -28,788	-32%	-$1.82M	0.12%	63
2020 Q1	$5.62M	Sell	89,798 -19,556	-18%	-$1.46M	0.2%	55
2019 Q4	$9.17M	Buy	109,354 +8,356	+8%	+$672K	0.32%	47
2019 Q3	$7.76M	Buy	100,998 +12,924	+15%	+$1M	0.31%	46
2019 Q2	$6.93M	Buy	88,074 +11,908	+16%	+$924K	0.31%	39
2019 Q1	$6.08M	Buy	76,166 +72,577	+2,022%	+$5.57M	0.34%	35
2018 Q4	$272K	Buy	3,589 +932	+35%	+$72K	0.02%	158
2018 Q3	$203K	Buy	+2,657	New	+$233K	0.01%	163

Other funds holding IJR

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

AWM

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

Wealth Enhancement Advisory Services's IJR Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares Core S&P Small-Cap ETF (IJR) stake by 12% in Q2 2026, buying an estimated $23.1M and bringing the position to 1,631,441 shares worth $237M. The position accounts for 0.4% of the portfolio, ranked #39.

Wealth Enhancement Advisory Services first reported a position in IJR in Q3 2018 and has held it in 32 quarters since. The position peaked at $305M in Q4 2025. 575 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Wealth Enhancement Advisory Services held 1,631,441 shares of iShares Core S&P Small-Cap ETF worth $237M as of Q2 2026.
Wealth Enhancement Advisory Services bought 168,685 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $23.1M.
iShares Core S&P Small-Cap ETF made up 0.4% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #39 holding.
Wealth Enhancement Advisory Services first reported a position in iShares Core S&P Small-Cap ETF in Q3 2018 and has held it in 32 quarters since.
Wealth Enhancement Advisory Services's iShares Core S&P Small-Cap ETF position peaked at $305M in Q4 2025.
575 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.