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

WealthBridge Capital Management’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	$684K	Sell	4,611 -11	-0.2%	-$1.51K	0.14%	111
2026 Q1	$575K	Hold	4,622	–	–	0.13%	117
2025 Q4	$556K	Sell	4,622 -75	-2%	-$8.97K	0.13%	114
2025 Q3	$558K	Hold	4,697	–	–	0.13%	114
2025 Q2	$513K	Sell	4,697 -1,850	-28%	-$191K	0.13%	116
2025 Q1	$685K	Sell	6,547 -343	-5%	-$38.7K	0.19%	90
2024 Q4	$794K	Buy	6,890 +251	+4%	+$30K	0.22%	80
2024 Q3	$776K	Buy	6,639 +299	+5%	+$33.8K	0.22%	83
2024 Q2	$676K	Sell	6,340 -333	-5%	-$35.6K	0.22%	83
2024 Q1	$737K	Buy	6,673 +3	+0%	+$319	0.25%	73
2023 Q4	$722K	Buy	6,670 +56	+0.8%	+$5.4K	0.27%	70
2023 Q3	$624K	Hold	6,614	–	–	0.26%	73
2023 Q2	$659K	Sell	6,614 -155	-2%	-$14.8K	0.26%	72
2023 Q1	$655K	Sell	6,769 -806	-11%	-$80.6K	0.26%	77
2022 Q4	$717K	Sell	7,575 -155	-2%	-$14.9K	0.3%	70
2022 Q3	$714K	Hold	7,730	–	–	0.3%	72
2022 Q2	$714K	Buy	7,730 +1,051	+16%	+$105K	0.3%	72
2022 Q1	$721K	Buy	6,679 +861	+15%	+$92.9K	0.27%	79
2021 Q4	$666K	Buy	5,818 +1,108	+24%	+$126K	0.25%	82
2021 Q3	$514K	Hold	4,710	–	–	0.19%	95
2021 Q2	$532K	Buy	4,710 +1	+0%	+$112	0.19%	94
2021 Q1	$511K	Sell	4,709 -195	-4%	-$20.4K	0.21%	89
2020 Q4	$451K	Hold	4,904	–	–	0.2%	88
2020 Q3	$344K	Sell	4,904 -137	-3%	-$9.82K	0.18%	93
2020 Q2	$344K	Buy	5,041 +72	+1%	+$4.55K	0.19%	84
2020 Q1	$279K	Buy	4,969 +137	+3%	+$10.2K	0.19%	85
2019 Q4	$405K	Hold	4,832	–	–	0.26%	80
2019 Q3	$376K	Buy	4,832 +258	+6%	+$20K	0.27%	77
2019 Q2	$317K	Sell	4,574 -147	-3%	-$11.4K	0.29%	75
2019 Q1	$373K	Buy	4,721 +147	+3%	+$11.3K	0.24%	73
2018 Q4	$317K	Buy	+4,574	New	+$354K	0.24%	75

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

WealthBridge Capital Management's IJR Position: Q2 2026 in Review

WealthBridge Capital Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.24% in Q2 2026, selling an estimated $1.51K and leaving 4,611 shares worth $684K. The position accounts for 0.14% of the portfolio, ranked #111.

WealthBridge Capital Management first reported a position in IJR in Q4 2018 and has held it in 31 quarters since. The position peaked at $794K in Q4 2024. 2,839 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

WealthBridge Capital Management held 4,611 shares of iShares Core S&P Small-Cap ETF worth $684K as of Q2 2026.
WealthBridge Capital Management sold 11 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $1.51K.
iShares Core S&P Small-Cap ETF made up 0.14% of WealthBridge Capital Management's portfolio in Q2 2026, its #111 holding.
WealthBridge Capital Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 31 quarters since.
WealthBridge Capital Management's iShares Core S&P Small-Cap ETF position peaked at $794K in Q4 2024.
2,839 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.