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

Whalen 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
Q1 		$212K Sell
1,708
-85
-5% -$10.8K 0.11% 171
2025
Q4 		$216K Buy
1,793
+93
+5% +$11.1K 0.12% 184
2025
Q3 		$202K Buy
+1,700
New +$196K 0.12% 170

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 $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $609B AUM 40.19% 1-Year Est. Return

Whalen Wealth Management's IJR Position: Q1 2026 in Review

Whalen Wealth Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 4.7% in Q1 2026, selling an estimated $10.8K and leaving 1,708 shares worth $212K. The position accounts for 0.11% of the portfolio, ranked #171.

Whalen Wealth Management first reported a position in IJR in Q3 2025 and has held it in 3 quarters since. The position peaked at $216K in Q4 2025. 2,743 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Whalen Wealth Management held 1,708 shares of iShares Core S&P Small-Cap ETF worth $212K as of Q1 2026.
  • Whalen Wealth Management sold 85 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $10.8K.
  • iShares Core S&P Small-Cap ETF made up 0.11% of Whalen Wealth Management's portfolio in Q1 2026, its #171 holding.
  • Whalen Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • Whalen Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $216K in Q4 2025.
  • 2,743 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.