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

Wellspring 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
Q2 		$5.38M Sell
36,278
-2,928
-7% -$402K 0.35% 32
2026
Q1 		$4.87M Sell
39,206
-369,444
-90% -$46.9M 0.37% 33
2025
Q4 		$4.74M Sell
408,650
-4,756
-1% -$569K 0.38% 32
2025
Q3 		$5.75M Sell
413,406
-103,739
-20% -$11.9M 0.53% 27
2025
Q2 		$16.8M Buy
517,145
+1,618
+0.3% +$167K 1.69% 13
2025
Q1 		$15.6M Sell
515,527
-15,797
-3% -$1.78M 1.73% 12
2024
Q4 		$18.6M Buy
531,324
+72,409
+16% +$8.65M 1.94% 12
2024
Q3 		$15.4M Buy
458,915
+9,319
+2% +$1.05M 1.83% 13
2024
Q2 		$13M Buy
449,596
+3,967
+0.9% +$424K 1.77% 15
2024
Q1 		$13.1M Buy
445,629
+81,925
+23% +$8.7M 2.06% 15
2023
Q4 		$3.94M Sell
363,704
-824
-0.2% -$79.4K 0.98% 27
2023
Q3 		$3.55M Buy
364,528
+20,479
+6% +$2.05M 1.04% 26
2023
Q2 		$1.69M Sell
344,049
-132
-0% -$12.6K 0.48% 37
2023
Q1 		$1.67M Buy
344,181
+228
+0.1% +$22.8K 0.49% 39
2022
Q4 		$1.62M Sell
343,953
-517
-0.2% -$49.6K 0.54% 37
2022
Q3 		$1.56M Sell
344,470
-552
-0.2% -$53.6K 0.58% 33
2022
Q2 		$1.68M Sell
345,022
-9,190
-3% -$914K 0.59% 31
2022
Q1 		$2.9M Buy
354,212
+324,704
+1,100% +$35M 0.86% 27
2021
Q4 		$3.38M Sell
29,508
-4,708
-14% -$537K 0.94% 23
2021
Q3 		$3.74M Buy
34,216
+757
+2% +$83.4K 1.13% 21
2021
Q2 		$3.78M Buy
33,459
+8,216
+33% +$916K 1.19% 21
2021
Q1 		$1.42M Sell
25,243
-7,780
-24% -$814K 0.68% 26
2020
Q4 		$3.04M Sell
33,023
-6,414
-16% -$527K 1.06% 24
2020
Q3 		$2.77M Sell
39,437
-868
-2% -$62.2K 1.09% 22
2020
Q2 		$2.75M Buy
40,305
+15,062
+60% +$951K 1.14% 20
2020
Q1 		$1.42M Buy
+25,243
New +$1.88M 0.68% 26

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

Wellspring Financial Advisors's IJR Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 7.5% in Q2 2026, selling an estimated $402K and leaving 36,278 shares worth $5.38M. The position accounts for 0.35% of the portfolio, ranked #32.

Wellspring Financial Advisors first reported a position in IJR in Q1 2020 and has held it in 26 quarters since. The position peaked at $18.6M in Q4 2024. 2,848 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Wellspring Financial Advisors held 36,278 shares of iShares Core S&P Small-Cap ETF worth $5.38M as of Q2 2026.
  • Wellspring Financial Advisors sold 2,928 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $402K.
  • iShares Core S&P Small-Cap ETF made up 0.35% of Wellspring Financial Advisors's portfolio in Q2 2026, its #32 holding.
  • Wellspring Financial Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q1 2020 and has held it in 26 quarters since.
  • Wellspring Financial Advisors's iShares Core S&P Small-Cap ETF position peaked at $18.6M in Q4 2024.
  • 2,848 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.