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Willis Johnson & Associates’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Willis Johnson & Associates’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 		$1.46M Sell
11,725
-14,369
-55% -$1.83M 0.08% 60
2025
Q4 		$3.14M Sell
26,094
-92,965
-78% -$11.1M 0.19% 44
2025
Q3 		$14.1M Sell
119,059
-95,943
-45% -$11M 0.88% 23
2025
Q2 		$23.5M Buy
215,002
+16,787
+8% +$1.74M 1.6% 16
2025
Q1 		$20.7M Buy
198,215
+1,534
+0.8% +$173K 1.57% 17
2024
Q4 		$22.7M Buy
196,681
+5,853
+3% +$699K 1.74% 15
2024
Q3 		$22.3M Buy
190,828
+4,771
+3% +$539K 1.7% 14
2024
Q2 		$19.8M Buy
186,057
+8,326
+5% +$891K 1.63% 14
2024
Q1 		$19.6M Buy
177,731
+4,197
+2% +$446K 1.71% 13
2023
Q4 		$18.8M Buy
173,534
+8,033
+5% +$774K 1.71% 13
2023
Q3 		$15.6M Buy
165,501
+1,527
+0.9% +$153K 1.6% 14
2023
Q2 		$16.3M Sell
163,974
-8,423
-5% -$802K 1.74% 13
2023
Q1 		$16.7M Sell
172,397
-44,237
-20% -$4.42M 1.98% 12
2022
Q4 		$20.5M Buy
216,634
+5,714
+3% +$548K 2.67% 10
2022
Q3 		$18.4M Sell
210,920
-22,609
-10% -$2.2M 2.68% 10
2022
Q2 		$21.6M Buy
233,529
+1,329
+0.6% +$132K 3.01% 9
2022
Q1 		$25.1M Sell
232,200
-4,350
-2% -$469K 3.29% 9
2021
Q4 		$27.1M Sell
236,550
-44,379
-16% -$5.06M 3.5% 8
2021
Q3 		$30.7M Sell
280,929
-28,071
-9% -$3.09M 4.26% 7
2021
Q2 		$34.9M Sell
309,000
-4,919
-2% -$549K 4.95% 7
2021
Q1 		$34.1M Sell
313,919
-4,787
-2% -$501K 5.22% 6
2020
Q4 		$29.3M Buy
+318,706
New +$26.2M 4.89% 7

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

Willis Johnson & Associates's IJR Position: Q1 2026 in Review

Willis Johnson & Associates reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 55% in Q1 2026, selling an estimated $1.83M and leaving 11,725 shares worth $1.46M. The position accounts for 0.08% of the portfolio, ranked #60.

Willis Johnson & Associates first reported a position in IJR in Q4 2020 and has held it in 22 quarters since. The position peaked at $34.9M in Q2 2021. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Willis Johnson & Associates held 11,725 shares of iShares Core S&P Small-Cap ETF worth $1.46M as of Q1 2026.
  • Willis Johnson & Associates sold 14,369 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $1.83M.
  • iShares Core S&P Small-Cap ETF made up 0.08% of Willis Johnson & Associates's portfolio in Q1 2026, its #60 holding.
  • Willis Johnson & Associates first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • Willis Johnson & Associates's iShares Core S&P Small-Cap ETF position peaked at $34.9M in Q2 2021.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Willis Johnson & Associates's 13F filing for Q1 2026, filed 23 Apr 2026.