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

Wealth Quarterback’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 		$230K Buy
+1,548
New +$212K 0.07% 159
2025
Q4 		– Sell
-1,911
Closed -$227K – 156
2025
Q3 		$227K Buy
1,911
+6
+0.3% +$690 0.09% 143
2025
Q2 		$208K Sell
1,905
-868
-31% -$89.7K 0.1% 134
2025
Q1 		$290K Sell
2,773
-721
-21% -$81.4K 0.16% 100
2024
Q4 		$403K Sell
3,494
-208
-6% -$24.9K 0.19% 80
2024
Q3 		$433K Buy
3,702
+113
+3% +$12.8K 0.23% 79
2024
Q2 		$383K Buy
3,589
+83
+2% +$8.88K 0.22% 79
2024
Q1 		$388K Sell
3,506
-1,489
-30% -$158K 0.22% 80
2023
Q4 		$541K Sell
4,995
-392
-7% -$37.8K 0.33% 70
2023
Q3 		$508K Sell
5,387
-875
-14% -$87.4K 0.44% 63
2023
Q2 		$624K Sell
6,262
-964
-13% -$91.8K 0.43% 42
2023
Q1 		$699K Sell
7,226
-59
-0.8% -$5.9K 0.59% 36
2022
Q4 		$689K Sell
7,285
-460
-6% -$44.1K 0.57% 40
2022
Q3 		$675K Sell
7,745
-1,386
-15% -$135K 0.72% 39
2022
Q2 		$844K Buy
+9,131
New +$908K 0.66% 37
2021
Q3 		$1.92M Sell
18,017
-10
-0.1% -$1.1K 1.28% 12
2021
Q2 		$2.04M Buy
+18,027
New +$2.01M 1.24% 13
2020
Q4 		$1.52M Sell
16,499
-1,910
-10% -$157K 1.26% 17
2020
Q3 		$1.26M Hold
18,409
– – 1.15% 23
2020
Q2 		$1.26M Sell
18,409
-495
-3% -$31.3K 1.15% 23
2020
Q1 		$1.07M Sell
18,904
-1,659
-8% -$124K 0.98% 27
2019
Q4 		$1.18M Buy
+20,563
New +$1.65M 1.03% 25

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 Quarterback's IJR Position: Q2 2026 in Review

Wealth Quarterback opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 1,548 shares worth $230K. The stake represents 0.07% of the portfolio and ranks #159 among its holdings. This is a return to the name: Wealth Quarterback previously reported a position in IJR as recently as Q3 2025.

Wealth Quarterback first reported a position in IJR in Q4 2019 and has held it in 22 quarters since. The position peaked at $2.04M in Q2 2021. 2,842 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Wealth Quarterback held 1,548 shares of iShares Core S&P Small-Cap ETF worth $230K as of Q2 2026.
  • iShares Core S&P Small-Cap ETF was a new Wealth Quarterback position in Q2 2026.
  • iShares Core S&P Small-Cap ETF made up 0.07% of Wealth Quarterback's portfolio in Q2 2026, its #159 holding.
  • Wealth Quarterback first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 22 quarters since.
  • Wealth Quarterback's iShares Core S&P Small-Cap ETF position peaked at $2.04M in Q2 2021.
  • 2,842 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Wealth Quarterback's 13F filing for Q2 2026, filed 27 Jul 2026.