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IJR icon

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

Wealthquest’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 		$3.61M Sell
24,361
-106
-0.4% -$14.5K 0.23% 30
2026
Q1 		$3.04M Sell
24,467
-1,320
-5% -$168K 0.22% 28
2025
Q4 		$3.1M Sell
25,787
-542
-2% -$64.8K 0.23% 28
2025
Q3 		$3.13M Sell
26,329
-750
-3% -$86.3K 0.25% 25
2025
Q2 		$2.96M Sell
27,079
-1,355
-5% -$140K 0.23% 27
2025
Q1 		$2.97M Sell
28,434
-2,902
-9% -$327K 0.25% 26
2024
Q4 		$3.61M Sell
31,336
-313
-1% -$37.4K 0.29% 26
2024
Q3 		$3.65M Sell
31,649
-6,647
-17% -$751K 0.32% 26
2024
Q2 		$4.08M Sell
38,296
-1,017
-3% -$109K 0.44% 25
2024
Q1 		$4.34M Sell
39,313
-2,724
-6% -$289K 0.47% 24
2023
Q4 		$4.55M Sell
42,037
-352
-0.8% -$33.9K 0.5% 29
2023
Q3 		$4M Buy
42,389
+260
+0.6% +$26K 0.49% 28
2023
Q2 		$4.2M Sell
42,129
-2,136
-5% -$203K 0.5% 29
2023
Q1 		$4.28M Sell
44,265
-3,145
-7% -$314K 0.56% 25
2022
Q4 		$4.49M Sell
47,410
-2,047
-4% -$196K 0.58% 25
2022
Q3 		$4.31M Sell
49,457
-2,178
-4% -$212K 0.6% 25
2022
Q2 		$4.77M Sell
51,635
-27,905
-35% -$2.78M 0.72% 22
2022
Q1 		$9.11M Hold
79,540
– – 1.4% 16
2021
Q4 		$9.11M Sell
79,540
-34,460
-30% -$3.93M 1.4% 16
2021
Q3 		$12.4M Sell
114,000
-32,501
-22% -$3.58M 2.1% 14
2021
Q2 		$16.6M Sell
146,501
-56,260
-28% -$6.28M 2.83% 10
2021
Q1 		$22M Sell
202,761
-32,377
-14% -$3.39M 4.11% 6
2020
Q4 		$21.6M Buy
235,138
+106,899
+83% +$8.78M 4.62% 6
2020
Q3 		$9.01M Buy
128,239
+30,190
+31% +$2.16M 2.23% 13
2020
Q2 		$6.7M Buy
+98,049
New +$6.19M 1.7% 15
2019
Q4 		$3.43M Sell
40,895
-1,201
-3% -$96.6K 0.98% 22
2019
Q3 		$3.28M Sell
42,096
-73
-0.2% -$5.65K 1.1% 19
2019
Q2 		$3.3M Buy
42,169
+682
+2% +$52.9K 1.25% 19
2019
Q1 		$3.2M Buy
41,487
+317
+0.8% +$24.3K 1.21% 20
2018
Q4 		$2.85M Buy
+41,170
New +$3.18M 1.17% 22

Other funds holding IJR

NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Wealthquest's IJR Position: Q2 2026 in Review

Wealthquest reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.43% in Q2 2026, selling an estimated $14.5K and leaving 24,361 shares worth $3.61M. The position accounts for 0.23% of the portfolio, ranked #30.

Wealthquest first reported a position in IJR in Q4 2018 and has held it in 30 quarters since. The position peaked at $22M in Q1 2021. 1,127 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Wealthquest held 24,361 shares of iShares Core S&P Small-Cap ETF worth $3.61M as of Q2 2026.
  • Wealthquest sold 106 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $14.5K.
  • iShares Core S&P Small-Cap ETF made up 0.23% of Wealthquest's portfolio in Q2 2026, its #30 holding.
  • Wealthquest first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • Wealthquest's iShares Core S&P Small-Cap ETF position peaked at $22M in Q1 2021.
  • 1,127 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.