WWM
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Wiser Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Wiser Wealth 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 		$4M Sell
26,953
-433
-2% -$59.4K 0.76% 14
2026
Q1 		$3.4M Sell
27,386
-641
-2% -$81.4K 0.73% 14
2025
Q4 		$3.37M Buy
28,027
+695
+3% +$83.1K 0.75% 13
2025
Q3 		$3.25M Sell
27,332
-446
-2% -$51.3K 0.74% 13
2025
Q2 		$3.04M Buy
27,778
+3,366
+14% +$348K 0.76% 13
2025
Q1 		$2.55M Buy
24,412
+1,818
+8% +$205K 0.72% 13
2024
Q4 		$2.6M Buy
22,594
+719
+3% +$85.9K 0.73% 13
2024
Q3 		$2.56M Buy
21,875
+411
+2% +$46.4K 0.73% 13
2024
Q2 		$2.29M Buy
21,464
+591
+3% +$63.2K 0.71% 14
2024
Q1 		$2.31M Sell
20,873
-219
-1% -$23.3K 0.76% 12
2023
Q4 		$2.21M Sell
21,092
-6,967
-25% -$671K 0.8% 14
2023
Q3 		$2.65M Buy
28,059
+813
+3% +$81.2K 1.08% 13
2023
Q2 		$2.72M Buy
27,246
+486
+2% +$46.3K 1.09% 15
2023
Q1 		$2.59M Sell
26,760
-2,189
-8% -$219K 1.11% 15
2022
Q4 		$2.74M Buy
28,949
+6,672
+30% +$640K 1.27% 14
2022
Q3 		$1.94M Sell
22,277
-106
-0.5% -$10.3K 1.01% 16
2022
Q2 		$2.07M Sell
22,383
-104,188
-82% -$10.4M 1.07% 18
2022
Q1 		$13.7M Buy
126,571
+14,140
+13% +$1.53M 6.3% 5
2021
Q4 		$12.9M Buy
112,431
+5,358
+5% +$611K 6.29% 5
2021
Q3 		$11.7M Buy
107,073
+14,228
+15% +$1.57M 6.23% 6
2021
Q2 		$10.5M Buy
92,845
+7,081
+8% +$790K 6.39% 6
2021
Q1 		$9.31M Sell
85,764
-14,568
-15% -$1.52M 6.39% 6
2020
Q4 		$9.22M Buy
+100,332
New +$8.24M 6.91% 5

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

Wiser Wealth Management's IJR Position: Q2 2026 in Review

Wiser Wealth Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.6% in Q2 2026, selling an estimated $59.4K and leaving 26,953 shares worth $4M. The position accounts for 0.76% of the portfolio, ranked #14.

Wiser Wealth Management first reported a position in IJR in Q4 2020 and has held it in 23 quarters since. The position peaked at $13.7M in Q1 2022. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Wiser Wealth Management held 26,953 shares of iShares Core S&P Small-Cap ETF worth $4M as of Q2 2026.
  • Wiser Wealth Management sold 433 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $59.4K.
  • iShares Core S&P Small-Cap ETF made up 0.76% of Wiser Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Wiser Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Wiser Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $13.7M in Q1 2022.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Wiser Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.