WAU
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Wellington-Altus USA’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Wellington-Altus USA’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 		$44.6K Buy
359
+317
+755% +$43.5K 0.03% 324
2026
Q1 		$6.23K Sell
42
-317
-88% -$40.3K ﹤0.01% 626
2025
Q4 		$43.1K Buy
+359
New +$42.9K 0.03% 325

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

Wellington-Altus USA's IJR Position: Q2 2026 in Review

Wellington-Altus USA increased its iShares Core S&P Small-Cap ETF (IJR) stake by 755% in Q2 2026, buying an estimated $43.5K and bringing the position to 359 shares worth $44.6K. The position accounts for 0.03% of the portfolio, ranked #324.

Wellington-Altus USA first reported a position in IJR in Q4 2025 and has held it in 3 quarters since. 2,848 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Wellington-Altus USA held 359 shares of iShares Core S&P Small-Cap ETF worth $44.6K as of Q2 2026.
  • Wellington-Altus USA bought 317 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $43.5K.
  • iShares Core S&P Small-Cap ETF made up 0.03% of Wellington-Altus USA's portfolio in Q2 2026, its #324 holding.
  • Wellington-Altus USA first reported a position in iShares Core S&P Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,848 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.