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Wells Financial Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Wells Financial Advisors’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 		– Sell
-1,898
Closed -$228K – 63
2025
Q4 		$228K Sell
1,898
-1,744
-48% -$209K 0.43% 32
2025
Q3 		$433K Sell
3,642
-328
-8% -$37.7K 0.58% 30
2025
Q2 		$434K Sell
3,970
-781
-16% -$80.7K 0.6% 29
2025
Q1 		$497K Hold
4,751
– – 0.68% 29
2024
Q4 		$547K Sell
4,751
-73
-2% -$8.72K 0.75% 29
2024
Q3 		$564K Hold
4,824
– – 0.76% 27
2024
Q2 		$515K Hold
4,824
– – 0.34% 36
2024
Q1 		$533K Sell
4,824
-3,200
-40% -$340K 0.36% 30
2023
Q4 		$869K Buy
8,024
+2,010
+33% +$194K 0.63% 26
2023
Q3 		$567K Buy
6,014
+55
+0.9% +$5.49K 0.44% 27
2023
Q2 		$594K Sell
5,959
-850
-12% -$80.9K 0.45% 27
2023
Q1 		$658K Sell
6,809
-35
-0.5% -$3.5K 0.52% 28
2022
Q4 		$648K Buy
6,844
+2,783
+69% +$267K 0.54% 28
2022
Q3 		$354K Hold
4,061
– – 0.34% 28
2022
Q2 		$375K Sell
4,061
-152
-4% -$15.1K 0.34% 28
2022
Q1 		$454K Sell
4,213
-4,230
-50% -$456K 0.38% 28
2021
Q4 		$967K Buy
8,443
+4,925
+140% +$561K 0.77% 23
2021
Q3 		$384K Sell
3,518
-1,765
-33% -$194K 0.32% 31
2021
Q2 		$597K Buy
5,283
+2,030
+62% +$226K 0.5% 27
2021
Q1 		$353K Sell
3,253
-23,343
-88% -$2.44M 0.32% 34
2020
Q4 		$2.44M Buy
+26,596
New +$2.19M 2.09% 12

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

Wells Financial Advisors's IJR Position: Q1 2026 in Review

Wells Financial Advisors sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2026, closing a stake of 1,898 shares — an estimated $228K sold.

Wells Financial Advisors first reported a position in IJR in Q4 2020 and held it in 21 quarters. The position peaked at $2.44M in Q4 2020. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Wells Financial Advisors reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Wells Financial Advisors sold 1,898 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $228K.
  • Wells Financial Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and held it in 21 quarters.
  • Wells Financial Advisors's iShares Core S&P Small-Cap ETF position peaked at $2.44M in Q4 2020.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Wells Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.