Winch Advisory Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Winch Advisory Services’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	$73.6K	Hold	496	–	–	0.02%	165
2026 Q1	$61.7K	Hold	496	–	–	0.01%	157
2025 Q4	$59.7K	Hold	496	–	–	0.01%	161
2025 Q3	$59K	Hold	496	–	–	0.01%	158
2025 Q2	$54.3K	Hold	496	–	–	0.01%	158
2025 Q1	$51.9K	Hold	496	–	–	0.01%	154
2024 Q4	$57.2K	Hold	496	–	–	0.01%	148
2024 Q3	$58.1K	Hold	496	–	–	0.02%	144
2024 Q2	$52.9K	Hold	496	–	–	0.02%	141
2024 Q1	$54.9K	Hold	496	–	–	0.02%	146
2023 Q4	$53.7K	Hold	496	–	–	0.02%	138
2023 Q3	$47K	Buy	+496	New	+$49.5K	0.02%	138
2017 Q3	–	Sell	-3,750	Closed	-$263K	–	302
2017 Q2	$263K	Hold	3,750	–	–	0.17%	70
2017 Q1	$259K	Hold	3,750	–	–	0.16%	73
2016 Q4	$258K	Buy	+3,750	New	+$242K	0.18%	67
2015 Q2	–	Sell	-22	Closed	-$1K	–	315
2015 Q1	$1K	Buy	+22	New	+$1.26K	﹤0.01%	298

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Winch Advisory Services's IJR Position: Q2 2026 in Review

Winch Advisory Services held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 496 shares worth $73.6K. The position accounts for 0.02% of the portfolio, ranked #165.

Winch Advisory Services first reported a position in IJR in Q1 2015 and has held it in 16 quarters since. The position peaked at $263K in Q2 2017. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Winch Advisory Services held 496 shares of iShares Core S&P Small-Cap ETF worth $73.6K as of Q2 2026.
Winch Advisory Services left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.02% of Winch Advisory Services's portfolio in Q2 2026, its #165 holding.
Winch Advisory Services first reported a position in iShares Core S&P Small-Cap ETF in Q1 2015 and has held it in 16 quarters since.
Winch Advisory Services's iShares Core S&P Small-Cap ETF position peaked at $263K in Q2 2017.
2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.