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Weaver Consulting Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Weaver Consulting Group’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 		$323K Buy
2,175
+5
+0.2% +$686 0.07% 216
2026
Q1 		$270K Sell
2,170
-259
-11% -$32.9K 0.06% 222
2025
Q4 		$292K Sell
2,429
-2
-0.1% -$239 0.07% 202
2025
Q3 		$289K Hold
2,431
– – 0.07% 196
2025
Q2 		$266K Sell
2,431
-224
-8% -$23.2K 0.07% 197
2025
Q1 		$278K Buy
2,655
+208
+9% +$23.5K 0.08% 176
2024
Q4 		$282K Buy
2,447
+227
+10% +$27.1K 0.09% 168
2024
Q3 		$260K Buy
2,220
+302
+16% +$34.1K 0.08% 183
2024
Q2 		$205K Sell
1,918
-57
-3% -$6.1K 0.07% 193
2024
Q1 		$218K Buy
1,975
+6
+0.3% +$637 0.08% 188
2023
Q4 		$213K Buy
+1,969
New +$190K 0.09% 181
2023
Q2 		– Sell
-2,382
Closed -$230K – 186
2023
Q1 		$230K Sell
2,382
-27
-1% -$2.7K 0.11% 160
2022
Q4 		$228K Sell
2,409
-635
-21% -$60.9K 0.12% 155
2022
Q3 		$265K Buy
3,044
+373
+14% +$36.2K 0.15% 129
2022
Q2 		$247K Sell
2,671
-441
-14% -$43.9K 0.14% 137
2022
Q1 		$336K Buy
3,112
+243
+8% +$26.2K 0.16% 122
2021
Q4 		$328K Buy
+2,869
New +$327K 0.16% 122
2020
Q4 		– Sell
-54
Closed -$4K – 489
2020
Q3 		$4K Hold
54
– – ﹤0.01% 731
2020
Q2 		$4K Hold
54
– – ﹤0.01% 704
2020
Q1 		$3K Hold
54
– – ﹤0.01% 652
2019
Q4 		$4K Sell
54
-146
-73% -$11.7K ﹤0.01% 647
2019
Q3 		$16K Hold
200
– – 0.01% 388
2019
Q2 		$16K Hold
200
– – 0.01% 371
2019
Q1 		$15K Buy
+200
New +$15.4K ﹤0.01% 812

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Weaver Consulting Group's IJR Position: Q2 2026 in Review

Weaver Consulting Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.23% in Q2 2026, buying an estimated $686 and bringing the position to 2,175 shares worth $323K. The position accounts for 0.07% of the portfolio, ranked #216.

Weaver Consulting Group first reported a position in IJR in Q1 2019 and has held it in 24 quarters since. The position peaked at $336K in Q1 2022. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Weaver Consulting Group held 2,175 shares of iShares Core S&P Small-Cap ETF worth $323K as of Q2 2026.
  • Weaver Consulting Group bought 5 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $686.
  • iShares Core S&P Small-Cap ETF made up 0.07% of Weaver Consulting Group's portfolio in Q2 2026, its #216 holding.
  • Weaver Consulting Group first reported a position in iShares Core S&P Small-Cap ETF in Q1 2019 and has held it in 24 quarters since.
  • Weaver Consulting Group's iShares Core S&P Small-Cap ETF position peaked at $336K in Q1 2022.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Weaver Consulting Group's 13F filing for Q2 2026, filed 29 Jul 2026.