Wernau Asset Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Wernau Asset 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 Q1	$206K	Buy	+1,659	New	+$211K	0.14%	49

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wernau Asset Management's IJR Position: Q1 2026 in Review

Wernau Asset Management opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q1 2026: 1,659 shares worth $206K. The stake represents 0.14% of the portfolio and ranks #49 among its holdings.

2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Wernau Asset Management held 1,659 shares of iShares Core S&P Small-Cap ETF worth $206K as of Q1 2026.
iShares Core S&P Small-Cap ETF was a new Wernau Asset Management position in Q1 2026.
iShares Core S&P Small-Cap ETF made up 0.14% of Wernau Asset Management's portfolio in Q1 2026, its #49 holding.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Wernau Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.