Werba Rubin Papier Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Werba Rubin Papier Wealth Management’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	$349K	Buy	2,352 +24	+1%	+$3.29K	0.04%	192
2026 Q1	$289K	Sell	2,328 -111	-5%	-$14.1K	0.04%	204
2025 Q4	$293K	Buy	2,439 +12	+0.5%	+$1.44K	0.08%	158
2025 Q3	$288K	Sell	2,427 -345	-12%	-$39.7K	0.05%	178
2025 Q2	$303K	Buy	2,772 +353	+15%	+$36.5K	0.06%	155
2025 Q1	$253K	Sell	2,419 -84	-3%	-$9.48K	0.06%	154
2024 Q4	$288K	Buy	2,503 +5	+0.2%	+$597	0.07%	138
2024 Q3	$292K	Buy	+2,498	New	+$282K	0.07%	130
2024 Q2	–	Sell	-2,601	Closed	-$287K	–	174
2024 Q1	$287K	Hold	2,601	–	–	0.08%	107
2023 Q4	$282K	Sell	2,601 -150	-5%	-$14.5K	0.1%	86
2023 Q3	$261K	Hold	2,751	–	–	0.09%	95
2023 Q2	$274K	Buy	2,751 +16	+0.6%	+$1.52K	0.1%	91
2023 Q1	$264K	Sell	2,735 -49	-2%	-$4.9K	0.1%	80
2022 Q4	$263K	Buy	+2,784	New	+$267K	0.11%	80

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Werba Rubin Papier Wealth Management's IJR Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1% in Q2 2026, buying an estimated $3.29K and bringing the position to 2,352 shares worth $349K. The position accounts for 0.04% of the portfolio, ranked #192.

Werba Rubin Papier Wealth Management first reported a position in IJR in Q4 2022 and has held it in 14 quarters since. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Werba Rubin Papier Wealth Management held 2,352 shares of iShares Core S&P Small-Cap ETF worth $349K as of Q2 2026.
Werba Rubin Papier Wealth Management bought 24 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $3.29K.
iShares Core S&P Small-Cap ETF made up 0.04% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #192 holding.
Werba Rubin Papier Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 14 quarters since.
2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.