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

Williams Jones 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 		$10.8M Buy
72,845
+67,851
+1,359% +$9.31M 0.12% 99
2026
Q1 		$621K Buy
4,994
+418
+9% +$53.1K 0.01% 321
2025
Q4 		$550K Sell
4,576
-75
-2% -$8.97K 0.01% 334
2025
Q3 		$553K Sell
4,651
-618
-12% -$71.1K 0.01% 333
2025
Q2 		$576K Sell
5,269
-707
-12% -$73.1K 0.01% 330
2025
Q1 		$625K Sell
5,976
-20
-0.3% -$2.26K 0.01% 304
2024
Q4 		$691K Sell
5,996
-545
-8% -$65.1K 0.01% 294
2024
Q3 		$765K Sell
6,541
-790
-11% -$89.3K 0.01% 291
2024
Q2 		$782K Sell
7,331
-868
-11% -$92.9K 0.01% 284
2024
Q1 		$906K Buy
8,199
+535
+7% +$56.8K 0.01% 272
2023
Q4 		$830K Sell
7,664
-10
-0.1% -$964 0.01% 273
2023
Q3 		$724K Buy
7,674
+25
+0.3% +$2.5K 0.01% 285
2023
Q2 		$762K Sell
7,649
-1,060
-12% -$101K 0.01% 287
2023
Q1 		$842K Sell
8,709
-205
-2% -$20.5K 0.01% 298
2022
Q4 		$844K Buy
8,914
+765
+9% +$73.4K 0.01% 289
2022
Q3 		$711K Buy
8,149
+194
+2% +$18.8K 0.01% 315
2022
Q2 		$735K Buy
7,955
+646
+9% +$64.2K 0.01% 311
2022
Q1 		$788K Sell
7,309
-1,250
-15% -$135K 0.01% 295
2021
Q4 		$980K Sell
8,559
-594
-6% -$67.7K 0.01% 261
2021
Q3 		$999K Buy
9,153
+22
+0.2% +$2.42K 0.01% 250
2021
Q2 		$1.03M Buy
9,131
+587
+7% +$65.5K 0.01% 244
2021
Q1 		$927K Buy
8,544
+53
+0.6% +$5.55K 0.01% 253
2020
Q4 		$780K Buy
8,491
+226
+3% +$18.6K 0.01% 242
2020
Q3 		$580K Sell
8,265
-5,430
-40% -$389K 0.01% 250
2020
Q2 		$935K Buy
13,695
+973
+8% +$61.4K 0.02% 204
2020
Q1 		$714K Sell
12,722
-998
-7% -$74.3K 0.02% 198
2019
Q4 		$1.15M Sell
13,720
-1,250
-8% -$101K 0.02% 193
2019
Q3 		$1.17M Buy
+14,970
New +$1.16M 0.02% 188

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

Williams Jones Wealth Management's IJR Position: Q2 2026 in Review

Williams Jones Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1,359% in Q2 2026, buying an estimated $9.31M and bringing the position to 72,845 shares worth $10.8M. The position accounts for 0.12% of the portfolio, ranked #99.

Williams Jones Wealth Management first reported a position in IJR in Q3 2019 and has held it in 28 quarters since. 2,848 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Williams Jones Wealth Management held 72,845 shares of iShares Core S&P Small-Cap ETF worth $10.8M as of Q2 2026.
  • Williams Jones Wealth Management bought 67,851 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $9.31M.
  • iShares Core S&P Small-Cap ETF made up 0.12% of Williams Jones Wealth Management's portfolio in Q2 2026, its #99 holding.
  • Williams Jones Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q3 2019 and has held it in 28 quarters since.
  • 2,848 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.