WoodTrust Financial’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

WoodTrust Financial’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	$244K	Sell	1,645 -367	-18%	-$50.4K	0.03%	165
2026 Q1	$250K	Hold	2,012	–	–	0.03%	160
2025 Q4	$242K	Hold	2,012	–	–	0.03%	167
2025 Q3	$239K	Sell	2,012 -1,182	-37%	-$136K	0.03%	170
2025 Q2	$349K	Sell	3,194 -223	-7%	-$23.1K	0.04%	119
2025 Q1	$357K	Sell	3,417 -920	-21%	-$104K	0.05%	128
2024 Q4	$500K	Hold	4,337	–	–	0.07%	118
2024 Q3	$507K	Sell	4,337 -1,000	-19%	-$113K	0.07%	117
2024 Q2	$569K	Buy	+5,337	New	+$571K	0.09%	109
2024 Q1	–	Sell	-5,757	Closed	-$623K	–	174
2023 Q4	$623K	Buy	5,757 +2,576	+81%	+$248K	0.11%	96
2023 Q3	$300K	Buy	+3,181	New	+$318K	0.06%	125
2020 Q4	–	Sell	-5,951	Closed	-$418K	–	108
2020 Q3	$418K	Buy	+5,951	New	+$426K	0.15%	51

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

WoodTrust Financial's IJR Position: Q2 2026 in Review

WoodTrust Financial reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 18% in Q2 2026, selling an estimated $50.4K and leaving 1,645 shares worth $244K. The position accounts for 0.03% of the portfolio, ranked #165.

WoodTrust Financial first reported a position in IJR in Q3 2020 and has held it in 12 quarters since. The position peaked at $623K in Q4 2023. 2,847 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

WoodTrust Financial held 1,645 shares of iShares Core S&P Small-Cap ETF worth $244K as of Q2 2026.
WoodTrust Financial sold 367 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $50.4K.
iShares Core S&P Small-Cap ETF made up 0.03% of WoodTrust Financial's portfolio in Q2 2026, its #165 holding.
WoodTrust Financial first reported a position in iShares Core S&P Small-Cap ETF in Q3 2020 and has held it in 12 quarters since.
WoodTrust Financial's iShares Core S&P Small-Cap ETF position peaked at $623K in Q4 2023.
2,847 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on WoodTrust Financial's 13F filing for Q2 2026, filed 27 Jul 2026.