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

WealthCare Investment 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 Q1	$3.9M	Buy	31,216 +291	+0.9%	+$37K	1.08%	24
2025 Q4	$3.75M	Buy	30,925 +453	+1%	+$54.2K	1.09%	22
2025 Q3	$3.63M	Buy	30,472 +1,281	+4%	+$147K	1.18%	22
2025 Q2	$3.3M	Buy	29,191 +2,049	+8%	+$212K	1.19%	21
2025 Q1	$2.56M	Buy	27,142 +995	+4%	+$112K	1.09%	28
2024 Q4	$3.01M	Buy	26,147 +202	+0.8%	+$24.1K	1.31%	21
2024 Q3	$2.98M	Buy	25,945 +1,342	+5%	+$152K	1.3%	22
2024 Q2	$2.62M	Buy	24,603 +1,158	+5%	+$124K	1.22%	25
2024 Q1	$2.59M	Buy	23,445 +1,443	+7%	+$153K	1.25%	24
2023 Q4	$2.33M	Buy	22,002 +843	+4%	+$81.2K	1.27%	23
2023 Q3	$1.97M	Buy	21,159 +1,128	+6%	+$113K	1.2%	26
2023 Q2	$1.98M	Buy	20,031 +497	+3%	+$47.3K	1.19%	27
2023 Q1	$1.89M	Buy	19,534 +2,659	+16%	+$266K	1.14%	23
2022 Q4	$1.6M	Buy	16,875 +372	+2%	+$35.7K	1.09%	26
2022 Q3	$1.44M	Buy	16,503 +962	+6%	+$93.4K	1.19%	23
2022 Q2	$1.44M	Buy	15,541 +4,223	+37%	+$420K	1.23%	23
2022 Q1	$1.2M	Buy	11,318 +1,985	+21%	+$214K	1.06%	26
2021 Q4	$1.07M	Buy	+9,333	New	+$1.06M	1.03%	27

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WealthCare Investment Partners's IJR Position: Q1 2026 in Review

WealthCare Investment Partners increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.94% in Q1 2026, buying an estimated $37K and bringing the position to 31,216 shares worth $3.9M. The position accounts for 1.08% of the portfolio, ranked #24.

WealthCare Investment Partners first reported a position in IJR in Q4 2021 and has held it in 18 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

WealthCare Investment Partners held 31,216 shares of iShares Core S&P Small-Cap ETF worth $3.9M as of Q1 2026.
WealthCare Investment Partners bought 291 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $37K.
iShares Core S&P Small-Cap ETF made up 1.08% of WealthCare Investment Partners's portfolio in Q1 2026, its #24 holding.
WealthCare Investment Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 18 quarters since.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.