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Willner & Heller’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Willner & Heller’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 		$512K Sell
3,454
-6
-0.2% -$823 0.32% 87
2026
Q1 		$430K Sell
3,460
-19
-0.5% -$2.41K 0.32% 96
2025
Q4 		$418K Sell
3,479
-251
-7% -$30K 0.3% 100
2025
Q3 		$443K Sell
3,730
-88
-2% -$10.1K 0.34% 91
2025
Q2 		$417K Sell
3,818
-292
-7% -$30.2K 0.35% 93
2025
Q1 		$430K Sell
4,110
-5
-0.1% -$564 0.4% 86
2024
Q4 		$474K Sell
4,115
-191
-4% -$22.8K 0.42% 81
2024
Q3 		$504K Sell
4,306
-2
-0% -$226 0.45% 73
2024
Q2 		$459K Buy
4,308
+15
+0.3% +$1.6K 0.44% 74
2024
Q1 		$474K Buy
4,293
+22
+0.5% +$2.34K 0.47% 75
2023
Q4 		$462K Buy
+4,271
New +$412K 0.52% 66
2022
Q4 		$395K Buy
4,170
+125
+3% +$12K 0.56% 66
2022
Q3 		$353K Buy
4,045
+45
+1% +$4.37K 0.57% 61
2022
Q2 		$370K Sell
4,000
-681
-15% -$67.7K 0.58% 61
2022
Q1 		$536K Sell
4,681
-701
-13% -$75.6K 0.66% 52
2021
Q4 		$588K Buy
+5,382
New +$613K 0.78% 43

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

Willner & Heller's IJR Position: Q2 2026 in Review

Willner & Heller reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.17% in Q2 2026, selling an estimated $823 and leaving 3,454 shares worth $512K. The position accounts for 0.32% of the portfolio, ranked #87.

Willner & Heller first reported a position in IJR in Q4 2021 and has held it in 16 quarters since. The position peaked at $588K in Q4 2021. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Willner & Heller held 3,454 shares of iShares Core S&P Small-Cap ETF worth $512K as of Q2 2026.
  • Willner & Heller sold 6 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $823.
  • iShares Core S&P Small-Cap ETF made up 0.32% of Willner & Heller's portfolio in Q2 2026, its #87 holding.
  • Willner & Heller first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 16 quarters since.
  • Willner & Heller's iShares Core S&P Small-Cap ETF position peaked at $588K in Q4 2021.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.