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

Western 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	$8.21M	Buy	55,348 +9,023	+19%	+$1.24M	0.27%	74
2026 Q1	$5.76M	Buy	46,325 +17,178	+59%	+$2.18M	0.22%	92
2025 Q4	$3.5M	Buy	29,147 +5,620	+24%	+$672K	0.16%	118
2025 Q3	$2.8M	Sell	23,527 -23,754	-50%	-$2.73M	0.15%	145
2025 Q2	$5.17M	Sell	47,281 -1,072	-2%	-$111K	0.31%	67
2025 Q1	$5.06M	Sell	48,353 -14,604	-23%	-$1.65M	0.33%	64
2024 Q4	$7.25M	Buy	62,957 +16,964	+37%	+$2.03M	0.39%	51
2024 Q3	$5.38M	Buy	45,993 +1,750	+4%	+$198K	0.31%	66
2024 Q2	$4.72M	Sell	44,243 -1,806	-4%	-$193K	0.35%	55
2024 Q1	$5.09M	Buy	46,049 +325	+0.7%	+$34.5K	0.4%	52
2023 Q4	$4.95M	Buy	45,724 +2,570	+6%	+$248K	0.36%	55
2023 Q3	$4.07M	Sell	43,154 -2,140	-5%	-$214K	0.34%	59
2023 Q2	$4.51M	Sell	45,294 -2,183	-5%	-$208K	0.39%	49
2023 Q1	$4.59M	Sell	47,477 -1,447	-3%	-$145K	0.43%	46
2022 Q4	$4.63M	Sell	48,924 -56,205	-53%	-$5.39M	0.47%	42
2022 Q3	$9.21M	Buy	105,129 +11,730	+13%	+$1.14M	0.53%	35
2022 Q2	$8.63M	Sell	93,399 -11,994	-11%	-$1.19M	0.5%	37
2022 Q1	$11.4M	Buy	105,393 +46,623	+79%	+$5.03M	0.55%	31
2021 Q4	$6.73M	Buy	+58,770	New	+$6.7M	0.66%	28
2021 Q2	$6.04M	Buy	53,408 +7,656	+17%	+$854K	0.62%	25
2021 Q1	$4.97M	Buy	45,752 +1,591	+4%	+$167K	0.67%	23
2020 Q4	$4.06M	Sell	44,161 -5,891	-12%	-$484K	0.6%	27
2020 Q3	$3.52M	Sell	50,052 -3,864	-7%	-$277K	0.57%	31
2020 Q2	$3.68M	Buy	53,916 +1,190	+2%	+$75.1K	0.67%	28
2020 Q1	$2.96M	Sell	52,726 -6,384	-11%	-$475K	0.68%	26
2019 Q4	$4.96M	Sell	59,110 -2,089	-3%	-$168K	0.75%	32
2019 Q3	$4.77M	Sell	61,199 -5,779	-9%	-$448K	0.99%	19
2019 Q2	$5.24M	Sell	66,978 -852	-1%	-$66.1K	0.69%	36
2019 Q1	$5.24M	Sell	67,830 -5,635	-8%	-$433K	1.17%	16
2018 Q4	$5.09M	Buy	+73,465	New	+$5.68M	1.37%	14

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

Western Wealth Management's IJR Position: Q2 2026 in Review

Western Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 19% in Q2 2026, buying an estimated $1.24M and bringing the position to 55,348 shares worth $8.21M. The position accounts for 0.27% of the portfolio, ranked #74.

Western Wealth Management first reported a position in IJR in Q4 2018 and has held it in 30 quarters since. The position peaked at $11.4M in Q1 2022. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Western Wealth Management held 55,348 shares of iShares Core S&P Small-Cap ETF worth $8.21M as of Q2 2026.
Western Wealth Management bought 9,023 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $1.24M.
iShares Core S&P Small-Cap ETF made up 0.27% of Western Wealth Management's portfolio in Q2 2026, its #74 holding.
Western Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 30 quarters since.
Western Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $11.4M in Q1 2022.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.