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

World Equity 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	$2.66M	Sell	17,913 -593	-3%	-$81.4K	0.59%	35
2026 Q1	$2.3M	Sell	18,506 -28	-0.2%	-$3.56K	0.6%	34
2025 Q4	$2.23M	Buy	18,534 +290	+2%	+$34.7K	0.62%	31
2025 Q3	$2.17M	Sell	18,244 -656	-3%	-$75.4K	0.49%	39
2025 Q2	$2.07M	Buy	18,900 +38	+0.2%	+$3.93K	0.56%	35
2025 Q1	$1.98M	Sell	18,862 -19,330	-51%	-$2.18M	0.57%	38
2024 Q4	$4.4M	Buy	38,192 +19,582	+105%	+$2.34M	0.94%	22
2024 Q3	$2.18M	Buy	18,610 +1,228	+7%	+$139K	0.79%	29
2024 Q2	$1.85M	Sell	17,382 -15,722	-47%	-$1.68M	0.55%	45
2024 Q1	$3.67M	Sell	33,104 -14,660	-31%	-$1.56M	0.75%	29
2023 Q4	$5.18M	Sell	47,764 -15,926	-25%	-$1.53M	1.04%	15
2023 Q3	$6M	Buy	63,690 +54,705	+609%	+$5.46M	1.25%	10
2023 Q2	$895K	Sell	8,985 -21,289	-70%	-$2.03M	0.26%	100
2023 Q1	$3.37M	Buy	30,274 +13,225	+78%	+$1.32M	0.5%	47
2022 Q4	$1.61M	Sell	17,049 -454	-3%	-$43.5K	0.38%	75
2022 Q3	$1.53M	Buy	17,503 +7,658	+78%	+$744K	0.39%	70
2022 Q2	$910K	Sell	9,845 -3,621	-27%	-$360K	0.23%	119
2022 Q1	$1.45M	Buy	+13,466	New	+$1.45M	0.31%	88

Other funds holding IJR

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

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

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

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

World Equity Group's IJR Position: Q2 2026 in Review

World Equity Group reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 3.2% in Q2 2026, selling an estimated $81.4K and leaving 17,913 shares worth $2.66M. The position accounts for 0.59% of the portfolio, ranked #35.

World Equity Group first reported a position in IJR in Q1 2022 and has held it in 18 quarters since. The position peaked at $6M in Q3 2023. 520 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

World Equity Group held 17,913 shares of iShares Core S&P Small-Cap ETF worth $2.66M as of Q2 2026.
World Equity Group sold 593 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $81.4K.
iShares Core S&P Small-Cap ETF made up 0.59% of World Equity Group's portfolio in Q2 2026, its #35 holding.
World Equity Group first reported a position in iShares Core S&P Small-Cap ETF in Q1 2022 and has held it in 18 quarters since.
World Equity Group's iShares Core S&P Small-Cap ETF position peaked at $6M in Q3 2023.
520 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.