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Wealthcare Advisory Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Wealthcare Advisory Partners’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 		$24M Buy
162,012
+16,376
+11% +$2.25M 0.46% 40
2026
Q1 		$18.1M Sell
145,636
-44,179
-23% -$5.61M 0.35% 57
2025
Q4 		$22.8M Sell
189,815
-58,330
-24% -$6.98M 0.45% 42
2025
Q3 		$29.5M Buy
248,145
+7,961
+3% +$916K 0.61% 32
2025
Q2 		$26.2M Buy
240,184
+39,373
+20% +$4.07M 0.6% 32
2025
Q1 		$21M Sell
200,811
-58,743
-23% -$6.63M 0.56% 35
2024
Q4 		$29.9M Buy
259,554
+1,759
+0.7% +$210K 0.83% 22
2024
Q3 		$30.2M Buy
257,795
+29,590
+13% +$3.34M 0.86% 21
2024
Q2 		$24.3M Buy
228,205
+11,568
+5% +$1.24M 0.76% 29
2024
Q1 		$23.9M Buy
216,637
+13,025
+6% +$1.38M 0.79% 28
2023
Q4 		$22M Buy
203,612
+16,836
+9% +$1.62M 0.88% 27
2023
Q3 		$17.6M Buy
186,776
+24,035
+15% +$2.4M 0.81% 28
2023
Q2 		$16.2M Buy
162,741
+5,955
+4% +$567K 0.73% 34
2023
Q1 		$15.2M Buy
156,786
+6,942
+5% +$694K 0.65% 35
2022
Q4 		$14.2M Buy
149,844
+23,106
+18% +$2.22M 0.68% 33
2022
Q3 		$11.1M Buy
126,738
+23,266
+22% +$2.26M 0.63% 36
2022
Q2 		$9.56M Buy
103,472
+75,192
+266% +$7.48M 0.58% 38
2022
Q1 		$3.05M Buy
28,280
+8,670
+44% +$936K 0.19% 69
2021
Q4 		$2.25M Buy
19,610
+374
+2% +$42.6K 0.13% 97
2021
Q3 		$2.1M Sell
19,236
-2,442
-11% -$269K 0.14% 102
2021
Q2 		$2.45M Buy
21,678
+3,729
+21% +$416K 0.16% 86
2021
Q1 		$1.95M Sell
17,949
-328
-2% -$34.3K 0.14% 92
2020
Q4 		$1.68M Buy
18,277
+906
+5% +$74.4K 0.15% 86
2020
Q3 		$1.22M Sell
17,371
-2,435
-12% -$175K 0.13% 94
2020
Q2 		$1.35M Buy
19,806
+3,665
+23% +$231K 0.17% 79
2020
Q1 		$906K Sell
16,141
-898
-5% -$66.9K 0.13% 97
2019
Q4 		$1.43M Buy
17,039
+2,946
+21% +$237K 0.18% 74
2019
Q3 		$1.1M Sell
14,093
-422
-3% -$32.7K 0.16% 79
2019
Q2 		$1.14M Buy
14,515
+2,393
+20% +$186K 0.18% 73
2019
Q1 		$935K Buy
12,122
+166
+1% +$12.7K 0.16% 78
2018
Q4 		$829K Sell
11,956
-3,146
-21% -$243K 0.16% 82
2018
Q3 		$1.32M Buy
15,102
+3,594
+31% +$315K 0.24% 57
2018
Q2 		$960K Buy
11,508
+4,900
+74% +$399K 0.19% 74
2018
Q1 		$509K Buy
6,608
+403
+6% +$31.4K 0.12% 108
2017
Q4 		$477K Buy
6,205
+995
+19% +$75K 0.12% 98
2017
Q3 		$387K Buy
5,210
+5,080
+3,908% +$356K 0.12% 98
2017
Q2 		$9K Buy
130
+34
+35% +$2.35K ﹤0.01% 79
2017
Q1 		$7K Buy
+96
New +$6.62K ﹤0.01% 84

Other funds holding IJR

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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

Wealthcare Advisory Partners's IJR Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its iShares Core S&P Small-Cap ETF (IJR) stake by 11% in Q2 2026, buying an estimated $2.25M and bringing the position to 162,012 shares worth $24M. The position accounts for 0.46% of the portfolio, ranked #40.

Wealthcare Advisory Partners first reported a position in IJR in Q1 2017 and has held it in 38 quarters since. The position peaked at $30.2M in Q3 2024. 847 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Wealthcare Advisory Partners held 162,012 shares of iShares Core S&P Small-Cap ETF worth $24M as of Q2 2026.
  • Wealthcare Advisory Partners bought 16,376 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $2.25M.
  • iShares Core S&P Small-Cap ETF made up 0.46% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #40 holding.
  • Wealthcare Advisory Partners first reported a position in iShares Core S&P Small-Cap ETF in Q1 2017 and has held it in 38 quarters since.
  • Wealthcare Advisory Partners's iShares Core S&P Small-Cap ETF position peaked at $30.2M in Q3 2024.
  • 847 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.