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White Knight Strategic Wealth Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

White Knight Strategic Wealth 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
Q1 		$739K Sell
5,947
-2,203
-27% -$280K 0.62% 37
2025
Q4 		$979K Buy
8,150
+1,135
+16% +$136K 0.72% 32
2025
Q3 		$834K Sell
7,015
-2,699
-28% -$310K 0.66% 33
2025
Q2 		$1.06M Sell
9,714
-844
-8% -$87.2K 0.9% 28
2025
Q1 		$1.1M Sell
10,558
-21,679
-67% -$2.45M 1.02% 24
2024
Q4 		$3.71M Buy
32,237
+15,652
+94% +$1.87M 1.55% 16
2024
Q3 		$1.94M Sell
16,585
-462
-3% -$52.2K 1.76% 14
2024
Q2 		$1.82M Sell
17,047
-1,922
-10% -$206K 1.81% 14
2024
Q1 		$2.1M Sell
18,969
-918
-5% -$97.5K 2.18% 13
2023
Q4 		$2.15M Buy
19,887
+1,569
+9% +$151K 2.48% 11
2023
Q3 		$1.73M Sell
18,318
-975
-5% -$97.4K 2.28% 12
2023
Q2 		$1.92M Buy
19,293
+540
+3% +$51.4K 2.25% 11
2023
Q1 		$1.81M Sell
18,753
-182
-1% -$18.2K 2.28% 11
2022
Q4 		$1.79M Sell
18,935
-433
-2% -$41.5K 2.46% 10
2022
Q3 		$1.69M Buy
19,368
+579
+3% +$56.2K 2.42% 10
2022
Q2 		$1.74M Buy
18,789
+3,661
+24% +$364K 2.4% 11
2022
Q1 		$1.63M Buy
15,128
+4,023
+36% +$434K 1.76% 16
2021
Q4 		$1.27M Buy
+11,105
New +$1.27M 1.33% 23

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

White Knight Strategic Wealth Advisors's IJR Position: Q1 2026 in Review

White Knight Strategic Wealth Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 27% in Q1 2026, selling an estimated $280K and leaving 5,947 shares worth $739K. The position accounts for 0.62% of the portfolio, ranked #37.

White Knight Strategic Wealth Advisors first reported a position in IJR in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.71M in Q4 2024. 2,734 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • White Knight Strategic Wealth Advisors held 5,947 shares of iShares Core S&P Small-Cap ETF worth $739K as of Q1 2026.
  • White Knight Strategic Wealth Advisors sold 2,203 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $280K.
  • iShares Core S&P Small-Cap ETF made up 0.62% of White Knight Strategic Wealth Advisors's portfolio in Q1 2026, its #37 holding.
  • White Knight Strategic Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • White Knight Strategic Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $3.71M in Q4 2024.
  • 2,734 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on White Knight Strategic Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.