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 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 $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WoodTrust Financial's IJR Position: Q1 2026 in Review

WoodTrust Financial held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q1 2026 at 2,012 shares worth $250K. The position accounts for 0.03% of the portfolio, ranked #160.

WoodTrust Financial first reported a position in IJR in Q3 2020 and has held it in 11 quarters since. The position peaked at $623K in Q4 2023. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

WoodTrust Financial held 2,012 shares of iShares Core S&P Small-Cap ETF worth $250K as of Q1 2026.
WoodTrust Financial left its iShares Core S&P Small-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Small-Cap ETF made up 0.03% of WoodTrust Financial's portfolio in Q1 2026, its #160 holding.
WoodTrust Financial first reported a position in iShares Core S&P Small-Cap ETF in Q3 2020 and has held it in 11 quarters since.
WoodTrust Financial's iShares Core S&P Small-Cap ETF position peaked at $623K in Q4 2023.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on WoodTrust Financial's 13F filing for Q1 2026, filed 6 May 2026.