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 Q2	$300M	Buy	2,025,543 +84,483	+4%	+$11.6M	1.65%	14
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 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

Wealthspire Advisors (New York)'s IJR Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its iShares Core S&P Small-Cap ETF (IJR) stake by 4.4% in Q2 2026, buying an estimated $11.6M and bringing the position to 2,025,543 shares worth $300M. The position accounts for 1.65% of the portfolio, ranked #14.

Wealthspire Advisors (New York) first reported a position in IJR in Q4 2018 and has held it in 31 quarters since. The position peaked at $441M in Q3 2025. 2,845 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Wealthspire Advisors (New York) held 2,025,543 shares of iShares Core S&P Small-Cap ETF worth $300M as of Q2 2026.
Wealthspire Advisors (New York) bought 84,483 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $11.6M.
iShares Core S&P Small-Cap ETF made up 1.65% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #14 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 31 quarters since.
Wealthspire Advisors (New York)'s iShares Core S&P Small-Cap ETF position peaked at $441M in Q3 2025.
2,845 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.