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Wealthspire Advisors (New York)’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Wealthspire Advisors (New York)’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 		$241M Buy
1,941,060
+39,083
+2% +$4.97M 1.89% 15
2025
Q4 		$229M Sell
1,901,977
-1,812,895
-49% -$217M 1.82% 13
2025
Q3 		$441M Buy
3,714,872
+16,736
+0.5% +$1.92M 2.31% 11
2025
Q2 		$404M Sell
3,698,136
-185,146
-5% -$19.1M 2.27% 10
2025
Q1 		$406M Buy
3,883,282
+1,991,742
+105% +$225M 2.43% 8
2024
Q4 		$218M Buy
1,891,540
+128,556
+7% +$15.4M 2.17% 10
2024
Q3 		$206M Buy
1,762,984
+101,027
+6% +$11.4M 2.1% 10
2024
Q2 		$177M Buy
1,661,957
+55,552
+3% +$5.94M 2.27% 10
2024
Q1 		$178M Buy
1,606,405
+25,442
+2% +$2.7M 2.37% 10
2023
Q4 		$171M Buy
1,580,963
+40,257
+3% +$3.88M 2.43% 10
2023
Q3 		$145M Buy
1,540,706
+15,133
+1% +$1.51M 2.4% 10
2023
Q2 		$152M Buy
1,525,573
+44,155
+3% +$4.2M 2.48% 10
2023
Q1 		$143M Buy
1,481,418
+76,166
+5% +$7.61M 2.46% 10
2022
Q4 		$133M Buy
1,405,252
+39,145
+3% +$3.75M 2.42% 10
2022
Q3 		$119M Buy
1,366,107
+23,448
+2% +$2.28M 2.49% 9
2022
Q2 		$124M Buy
1,342,659
+6,545
+0.5% +$651K 2.59% 9
2022
Q1 		$144M Buy
1,336,114
+74,090
+6% +$8M 3.24% 9
2021
Q4 		$145M Buy
1,262,024
+65,008
+5% +$7.41M 3.2% 8
2021
Q3 		$131M Sell
1,197,016
-32,965
-3% -$3.63M 2.71% 8
2021
Q2 		$139M Buy
1,229,981
+37,604
+3% +$4.19M 3.65% 8
2021
Q1 		$129M Buy
1,192,377
+242,927
+26% +$25.4M 3.07% 9
2020
Q4 		$87.3M Buy
949,450
+448,803
+90% +$36.9M 2.6% 10
2020
Q3 		$35.2M Sell
500,647
-15,677
-3% -$1.12M 2.09% 12
2020
Q2 		$35.3M Sell
516,324
-498,478
-49% -$31.5M 2.46% 9
2020
Q1 		$56.9M Buy
1,014,802
+260,476
+35% +$19.4M 2.39% 9
2019
Q4 		$63.3M Buy
754,326
+20,644
+3% +$1.66M 4.61% 6
2019
Q3 		$57.1M Buy
733,682
+31,032
+4% +$2.4M 4.68% 6
2019
Q2 		$55M Buy
702,650
+33,569
+5% +$2.61M 4.79% 6
2019
Q1 		$51.6M Buy
669,081
+64,873
+11% +$4.98M 4.79% 6
2018
Q4 		$41.9M Buy
+604,208
New +$46.7M 4.04% 9

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealthspire Advisors (New York)'s IJR Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2.1% in Q1 2026, buying an estimated $4.97M and bringing the position to 1,941,060 shares worth $241M. The position accounts for 1.89% of the portfolio, ranked #15.

Wealthspire Advisors (New York) first reported a position in IJR in Q4 2018 and has held it in 30 quarters since. The position peaked at $441M in Q3 2025. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Wealthspire Advisors (New York) held 1,941,060 shares of iShares Core S&P Small-Cap ETF worth $241M as of Q1 2026.
  • Wealthspire Advisors (New York) bought 39,083 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $4.97M.
  • iShares Core S&P Small-Cap ETF made up 1.89% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #15 holding.
  • Wealthspire Advisors (New York) first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • Wealthspire Advisors (New York)'s iShares Core S&P Small-Cap ETF position peaked at $441M in Q3 2025.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.