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

Wetzel Investment 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	$495K	Sell	3,335 -1,958	-37%	-$269K	0.17%	73
2026 Q1	$658K	Sell	5,293 -847	-14%	-$108K	0.26%	59
2025 Q4	$738K	Sell	6,140 -160	-3%	-$19.1K	0.3%	50
2025 Q3	$749K	Sell	6,300 -282	-4%	-$32.4K	0.32%	49
2025 Q2	$719K	Sell	6,582 -38,051	-85%	-$3.93M	0.33%	48
2025 Q1	$4.67M	Buy	44,633 +2,327	+6%	+$263K	2.35%	12
2024 Q4	$4.87M	Buy	42,306 +1,915	+5%	+$229K	2.42%	11
2024 Q3	$4.72M	Buy	40,391 +21,073	+109%	+$2.38M	2.38%	11
2024 Q2	$2.13M	Sell	19,318 -424	-2%	-$45.4K	1.22%	21
2024 Q1	$2.02M	Buy	19,742 +1,516	+8%	+$161K	1.19%	21
2023 Q4	$1.97M	Buy	+18,226	New	+$1.76M	1.21%	21

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

Wetzel Investment Advisors's IJR Position: Q2 2026 in Review

Wetzel Investment Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 37% in Q2 2026, selling an estimated $269K and leaving 3,335 shares worth $495K. The position accounts for 0.17% of the portfolio, ranked #73.

Wetzel Investment Advisors first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.87M in Q4 2024. 2,848 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Wetzel Investment Advisors held 3,335 shares of iShares Core S&P Small-Cap ETF worth $495K as of Q2 2026.
Wetzel Investment Advisors sold 1,958 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $269K.
iShares Core S&P Small-Cap ETF made up 0.17% of Wetzel Investment Advisors's portfolio in Q2 2026, its #73 holding.
Wetzel Investment Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Wetzel Investment Advisors's iShares Core S&P Small-Cap ETF position peaked at $4.87M 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 Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.