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

Wealth Enhancement Trust 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 		$6.05M Sell
40,764
-902
-2% -$124K 0.67% 36
2026
Q1 		$5.18M Sell
41,666
-955
-2% -$121K 0.63% 40
2025
Q4 		$5.12M Buy
+42,621
New +$5.1M 0.65% 42

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Wealth Enhancement Trust Services reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 2.2% in Q2 2026, selling an estimated $124K and leaving 40,764 shares worth $6.05M. The position accounts for 0.67% of the portfolio, ranked #36.

Wealth Enhancement Trust Services first reported a position in IJR in Q4 2025 and has held it in 3 quarters since. 2,400 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Wealth Enhancement Trust Services held 40,764 shares of iShares Core S&P Small-Cap ETF worth $6.05M as of Q2 2026.
  • Wealth Enhancement Trust Services sold 902 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $124K.
  • iShares Core S&P Small-Cap ETF made up 0.67% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #36 holding.
  • Wealth Enhancement Trust Services first reported a position in iShares Core S&P Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,400 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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