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

Wealth Management Associates’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	$260K	Hold	1,756	–	–	0.07%	213
2026 Q1	$218K	Hold	1,756	–	–	0.08%	222
2025 Q4	$211K	Sell	1,756 -34	-2%	-$4.07K	0.07%	219
2025 Q3	$213K	Buy	+1,790	New	+$206K	0.08%	217
2025 Q2	–	Sell	-2,193	Closed	-$229K	–	223
2025 Q1	$229K	Buy	2,193 +3	+0.1%	+$339	0.1%	189
2024 Q4	$252K	Buy	2,190 +2	+0.1%	+$239	0.11%	173
2024 Q3	$256K	Buy	+2,188	New	+$247K	0.11%	174
2022 Q1	–	Sell	-1,788	Closed	-$205K	–	194
2021 Q4	$205K	Sell	1,788 -263	-13%	-$30K	0.11%	187
2021 Q3	$224K	Sell	2,051 -256	-11%	-$28.2K	0.13%	174
2021 Q2	$261K	Hold	2,307	–	–	0.15%	162
2021 Q1	$250K	Hold	2,307	–	–	0.16%	149
2020 Q4	$212K	Buy	+2,307	New	+$190K	0.14%	170
2020 Q1	–	Sell	-5,114	Closed	-$429K	–	132
2019 Q4	$429K	Sell	5,114 -118	-2%	-$9.49K	0.31%	80
2019 Q3	$407K	Buy	5,232 +362	+7%	+$28K	0.33%	76
2019 Q2	$381K	Buy	4,870 +222	+5%	+$17.2K	0.38%	59
2019 Q1	$359K	Buy	4,648 +1,209	+35%	+$92.8K	0.39%	63
2018 Q4	$238K	Buy	+3,439	New	+$266K	0.32%	72

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 Management Associates's IJR Position: Q2 2026 in Review

Wealth Management Associates held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 1,756 shares worth $260K. The position accounts for 0.07% of the portfolio, ranked #213.

Wealth Management Associates first reported a position in IJR in Q4 2018 and has held it in 17 quarters since. The position peaked at $429K in Q4 2019. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Wealth Management Associates held 1,756 shares of iShares Core S&P Small-Cap ETF worth $260K as of Q2 2026.
Wealth Management Associates left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.07% of Wealth Management Associates's portfolio in Q2 2026, its #213 holding.
Wealth Management Associates first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 17 quarters since.
Wealth Management Associates's iShares Core S&P Small-Cap ETF position peaked at $429K in Q4 2019.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.