Wiser Advisor Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Wiser Advisor Group’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	$521K	Buy	3,511 +11	+0.3%	+$1.51K	0.57%	37
2026 Q1	$435K	Sell	3,500 -171	-5%	-$21.7K	0.53%	39
2025 Q4	$441K	Buy	3,671 +163	+5%	+$19.5K	0.5%	41
2025 Q3	$417K	Buy	3,508 +13	+0.4%	+$1.5K	0.52%	43
2025 Q2	$382K	Sell	3,495 -27	-0.8%	-$2.79K	0.66%	35
2025 Q1	$368K	Sell	3,522 -93	-3%	-$10.5K	0.54%	38
2024 Q4	$417K	Buy	3,615 +34	+0.9%	+$4.06K	0.61%	35
2024 Q3	$419K	Buy	3,581 +15	+0.4%	+$1.7K	0.63%	33
2024 Q2	$380K	Buy	3,566 +120	+3%	+$12.8K	0.6%	34
2024 Q1	$381K	Buy	3,446 +9	+0.3%	+$956	0.6%	35
2023 Q4	$372K	Buy	+3,437	New	+$331K	0.62%	33

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

Wiser Advisor Group's IJR Position: Q2 2026 in Review

Wiser Advisor Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.31% in Q2 2026, buying an estimated $1.51K and bringing the position to 3,511 shares worth $521K. The position accounts for 0.57% of the portfolio, ranked #37.

Wiser Advisor Group first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. 2,839 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Wiser Advisor Group held 3,511 shares of iShares Core S&P Small-Cap ETF worth $521K as of Q2 2026.
Wiser Advisor Group bought 11 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $1.51K.
iShares Core S&P Small-Cap ETF made up 0.57% of Wiser Advisor Group's portfolio in Q2 2026, its #37 holding.
Wiser Advisor Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,839 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.