WLIM
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White Lighthouse Investment Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

White Lighthouse Investment 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 		$1.03M Sell
6,938
-15
-0.2% -$2.06K 0.13% 79
2026
Q1 		$864K Buy
6,953
+183
+3% +$23.2K 0.12% 82
2025
Q4 		$814K Buy
6,770
+50
+0.7% +$5.98K 0.11% 83
2025
Q3 		$799K Sell
6,720
-475
-7% -$54.6K 0.12% 78
2025
Q2 		$786K Buy
7,195
+831
+13% +$85.9K 0.13% 75
2025
Q1 		$750K Sell
6,364
-176
-3% -$19.9K 0.13% 77
2024
Q4 		$754K Sell
6,540
-247
-4% -$29.5K 0.13% 74
2024
Q3 		$794K Buy
6,787
+74
+1% +$8.36K 0.14% 73
2024
Q2 		$716K Sell
6,713
-23
-0.3% -$2.46K 0.14% 73
2024
Q1 		$744K Buy
6,736
+285
+4% +$30.3K 0.15% 74
2023
Q4 		$698K Sell
6,451
-275
-4% -$26.5K 0.15% 74
2023
Q3 		$634K Sell
6,726
-68
-1% -$6.79K 0.15% 75
2023
Q2 		$677K Buy
6,794
+140
+2% +$13.3K 0.16% 73
2023
Q1 		$643K Sell
6,654
-523
-7% -$52.3K 0.16% 75
2022
Q4 		$679K Buy
7,177
+669
+10% +$64.2K 0.18% 72
2022
Q3 		$567K Sell
6,508
-505
-7% -$49.1K 0.17% 71
2022
Q2 		$648K Hold
7,013
– – 0.19% 68
2022
Q1 		$757K Buy
7,013
+735
+12% +$79.3K 0.19% 68
2021
Q4 		$719K Buy
6,278
+52
+0.8% +$5.93K 0.18% 70
2021
Q3 		$680K Buy
6,226
+78
+1% +$8.59K 0.18% 70
2021
Q2 		$695K Sell
6,148
-68
-1% -$7.58K 0.19% 69
2021
Q1 		$675K Sell
6,216
-1,316
-17% -$138K 0.21% 68
2020
Q4 		$692K Sell
7,532
-468
-6% -$38.4K 0.22% 67
2020
Q3 		$562K Buy
8,000
+190
+2% +$13.6K 0.19% 70
2020
Q2 		$533K Buy
7,810
+2,427
+45% +$153K 0.2% 73
2020
Q1 		$302K Buy
+5,383
New +$401K 0.13% 93

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

White Lighthouse Investment Management's IJR Position: Q2 2026 in Review

White Lighthouse Investment Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.22% in Q2 2026, selling an estimated $2.06K and leaving 6,938 shares worth $1.03M. The position accounts for 0.13% of the portfolio, ranked #79.

White Lighthouse Investment Management first reported a position in IJR in Q1 2020 and has held it in 26 quarters since. 2,839 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • White Lighthouse Investment Management held 6,938 shares of iShares Core S&P Small-Cap ETF worth $1.03M as of Q2 2026.
  • White Lighthouse Investment Management sold 15 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $2.06K.
  • iShares Core S&P Small-Cap ETF made up 0.13% of White Lighthouse Investment Management's portfolio in Q2 2026, its #79 holding.
  • White Lighthouse Investment Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2020 and has held it in 26 quarters since.
  • 2,839 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.