WFAG
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Wescott Financial Advisory Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Wescott Financial Advisory Group’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 		$4.97M Buy
39,973
+1,051
+3% +$134K 0.44% 37
2025
Q4 		$4.68M Sell
38,922
-45
-0.1% -$5.38K 0.41% 40
2025
Q3 		$4.63M Buy
38,967
+114
+0.3% +$13.1K 0.42% 40
2025
Q2 		$4.25M Buy
38,853
+712
+2% +$73.6K 0.41% 40
2025
Q1 		$3.99M Sell
38,141
-757
-2% -$85.4K 0.41% 40
2024
Q4 		$4.48M Buy
38,898
+822
+2% +$98.2K 0.46% 36
2024
Q3 		$4.45M Buy
38,076
+809
+2% +$91.4K 0.48% 36
2024
Q2 		$3.97M Buy
37,267
+452
+1% +$48.4K 0.46% 39
2024
Q1 		$4.07M Sell
36,815
-1,676
-4% -$178K 0.51% 37
2023
Q4 		$4.17M Sell
38,491
-612
-2% -$59K 0.58% 35
2023
Q3 		$3.69M Buy
39,103
+277
+0.7% +$27.7K 0.67% 33
2023
Q2 		$3.87M Sell
38,826
-2,559
-6% -$244K 0.68% 31
2023
Q1 		$4M Sell
41,385
-1,049
-2% -$105K 0.87% 28
2022
Q4 		$4.02M Sell
42,434
-1,187
-3% -$114K 0.87% 24
2022
Q3 		$3.8M Buy
43,621
+477
+1% +$46.3K 1.06% 21
2022
Q2 		$3.99M Sell
43,144
-857
-2% -$85.2K 1.08% 21
2022
Q1 		$4.75M Buy
44,001
+34,826
+380% +$3.76M 1.22% 19
2021
Q4 		$1.05M Buy
9,175
+376
+4% +$42.9K 0.54% 23
2021
Q3 		$961K Buy
8,799
+301
+4% +$33.1K 0.54% 24
2021
Q2 		$928K Buy
8,498
+1,572
+23% +$175K 0.55% 22
2021
Q1 		$752K Buy
6,926
+436
+7% +$45.6K 0.49% 24
2020
Q4 		$596K Buy
+6,490
New +$533K 0.42% 25

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

Wescott Financial Advisory Group's IJR Position: Q1 2026 in Review

Wescott Financial Advisory Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2.7% in Q1 2026, buying an estimated $134K and bringing the position to 39,973 shares worth $4.97M. The position accounts for 0.44% of the portfolio, ranked #37.

Wescott Financial Advisory Group first reported a position in IJR in Q4 2020 and has held it in 22 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Wescott Financial Advisory Group held 39,973 shares of iShares Core S&P Small-Cap ETF worth $4.97M as of Q1 2026.
  • Wescott Financial Advisory Group bought 1,051 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $134K.
  • iShares Core S&P Small-Cap ETF made up 0.44% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #37 holding.
  • Wescott Financial Advisory Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.