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

WealthCollab’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	$92.5K	Buy	624 +122	+24%	+$16.7K	0.03%	167
2026 Q1	$62.4K	Sell	502 -131	-21%	-$16.6K	0.03%	183
2025 Q4	$76.1K	Buy	633 +131	+26%	+$15.7K	0.03%	168
2025 Q3	$59.7K	Hold	502	–	–	0.03%	175
2025 Q2	$54.9K	Hold	502	–	–	0.03%	172
2025 Q1	$52.5K	Hold	502	–	–	0.03%	157
2024 Q4	$57.8K	Hold	502	–	–	0.04%	150
2024 Q3	$58.7K	Hold	502	–	–	0.04%	147
2024 Q2	$53.5K	Hold	502	–	–	0.04%	147
2024 Q1	$55.5K	Hold	502	–	–	0.04%	148
2023 Q4	$54.3K	Buy	+502	New	+$48.4K	0.04%	134

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

WealthCollab's IJR Position: Q2 2026 in Review

WealthCollab increased its iShares Core S&P Small-Cap ETF (IJR) stake by 24% in Q2 2026, buying an estimated $16.7K and bringing the position to 624 shares worth $92.5K. The position accounts for 0.03% of the portfolio, ranked #167.

WealthCollab first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. 2,847 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

WealthCollab held 624 shares of iShares Core S&P Small-Cap ETF worth $92.5K as of Q2 2026.
WealthCollab bought 122 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $16.7K.
iShares Core S&P Small-Cap ETF made up 0.03% of WealthCollab's portfolio in Q2 2026, its #167 holding.
WealthCollab first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,847 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.