WCM
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Winebrenner Capital Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Winebrenner Capital 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 		$2.39M Buy
16,096
+25
+0.2% +$3.43K 1.45% 14
2026
Q1 		$2M Buy
16,071
+1,700
+12% +$216K 1.28% 18
2025
Q4 		$1.73M Sell
14,371
-27
-0.2% -$3.23K 1.15% 22
2025
Q3 		$1.71M Sell
14,398
-122
-0.8% -$14K 1.23% 20
2025
Q2 		$1.59M Sell
14,520
-259
-2% -$26.8K 1.28% 20
2025
Q1 		$1.55M Sell
14,779
-147
-1% -$16.6K 1.39% 18
2024
Q4 		$1.72M Buy
+14,926
New +$1.78M 1.33% 18

Other funds holding IJR

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Winebrenner Capital Management's IJR Position: Q2 2026 in Review

Winebrenner Capital Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.16% in Q2 2026, buying an estimated $3.43K and bringing the position to 16,096 shares worth $2.39M. The position accounts for 1.45% of the portfolio, ranked #14.

Winebrenner Capital Management first reported a position in IJR in Q4 2024 and has held it in 7 quarters since. 524 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Winebrenner Capital Management held 16,096 shares of iShares Core S&P Small-Cap ETF worth $2.39M as of Q2 2026.
  • Winebrenner Capital Management bought 25 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $3.43K.
  • iShares Core S&P Small-Cap ETF made up 1.45% of Winebrenner Capital Management's portfolio in Q2 2026, its #14 holding.
  • Winebrenner Capital Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 524 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Winebrenner Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.