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Wedmont Private Capital’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Wedmont Private Capital’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 		$6.62M Buy
45,473
+4,060
+10% +$557K 0.18% 74
2026
Q1 		$5.38M Buy
41,413
+1,433
+4% +$182K 0.17% 73
2025
Q4 		$4.95M Buy
39,980
+1,217
+3% +$146K 0.17% 75
2025
Q3 		$4.58M Sell
38,763
-3,367
-8% -$387K 0.17% 75
2025
Q2 		$4.76M Sell
42,130
-1,284
-3% -$133K 0.2% 68
2025
Q1 		$4.14M Buy
43,414
+19,153
+79% +$2.16M 0.21% 65
2024
Q4 		$2.74M Buy
24,261
+2,059
+9% +$246K 0.14% 85
2024
Q3 		$2.55M Buy
22,202
+63
+0.3% +$7.12K 0.15% 83
2024
Q2 		$2.46M Buy
22,139
+897
+4% +$96K 0.16% 82
2024
Q1 		$2.31M Sell
21,242
-32
-0.2% -$3.4K 0.17% 79
2023
Q4 		$2.26M Sell
21,274
-3,170
-13% -$306K 0.18% 77
2023
Q3 		$2.27M Buy
24,444
+4,048
+20% +$404K 0.23% 71
2023
Q2 		$2.07M Buy
20,396
+2,282
+13% +$217K 0.22% 71
2023
Q1 		$1.73M Buy
18,114
+404
+2% +$40.4K 0.23% 68
2022
Q4 		$1.72M Buy
17,710
+1,174
+7% +$113K 0.26% 64
2022
Q3 		$1.44M Buy
16,536
+1,800
+12% +$175K 0.29% 56
2022
Q2 		$1.36M Sell
14,736
-5,685
-28% -$565K 0.29% 60
2022
Q1 		$2.22M Buy
20,421
+13,810
+209% +$1.49M 0.49% 37
2021
Q4 		$747K Buy
+6,611
New +$753K 0.23% 75

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
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Wedmont Private Capital's IJR Position: Q2 2026 in Review

Wedmont Private Capital increased its iShares Core S&P Small-Cap ETF (IJR) stake by 9.8% in Q2 2026, buying an estimated $557K and bringing the position to 45,473 shares worth $6.62M. The position accounts for 0.18% of the portfolio, ranked #74.

Wedmont Private Capital first reported a position in IJR in Q4 2021 and has held it in 19 quarters since. 1,062 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Wedmont Private Capital held 45,473 shares of iShares Core S&P Small-Cap ETF worth $6.62M as of Q2 2026.
  • Wedmont Private Capital bought 4,060 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $557K.
  • iShares Core S&P Small-Cap ETF made up 0.18% of Wedmont Private Capital's portfolio in Q2 2026, its #74 holding.
  • Wedmont Private Capital first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,062 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.