WP Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

WP Advisors’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	$2.04M	Buy	13,775 +41	+0.3%	+$5.63K	0.49%	37
2026 Q1	$1.71M	Buy	13,734 +55	+0.4%	+$6.99K	0.44%	36
2025 Q4	$1.64M	Sell	13,679 -31	-0.2%	-$3.71K	0.41%	36
2025 Q3	$1.63M	Buy	13,710 +50	+0.4%	+$5.75K	0.41%	36
2025 Q2	$1.49M	Buy	13,660 +50	+0.4%	+$5.17K	0.41%	38
2025 Q1	$1.42M	Buy	13,610 +42	+0.3%	+$4.74K	0.47%	40
2024 Q4	$1.56M	Buy	13,568 +132	+1%	+$15.8K	0.52%	37
2024 Q3	$1.57M	Buy	13,436 +59	+0.4%	+$6.67K	0.57%	38
2024 Q2	$1.43M	Buy	13,377 +49	+0.4%	+$5.24K	0.46%	44
2024 Q1	$1.47M	Buy	13,328 +329	+3%	+$34.9K	0.48%	42
2023 Q4	$1.41M	Buy	12,999 +124	+1%	+$12K	0.52%	42
2023 Q3	$1.21M	Hold	12,875	–	–	0.5%	44
2023 Q2	$1.28M	Buy	12,875 +45	+0.4%	+$4.29K	0.51%	43
2023 Q1	$1.24M	Buy	12,830 +44	+0.3%	+$4.4K	0.51%	44
2022 Q4	$1.21M	Buy	12,786 +121	+1%	+$11.6K	0.54%	42
2022 Q3	$1.1M	Hold	12,665	–	–	0.5%	44
2022 Q2	$1.17M	Buy	12,665 +42	+0.3%	+$4.18K	0.51%	43
2022 Q1	$1.36M	Buy	12,623 +20	+0.2%	+$2.16K	0.56%	42
2021 Q4	$1.44M	Buy	12,603 +142	+1%	+$16.2K	0.6%	38
2021 Q3	$1.36M	Hold	12,461	–	–	0.56%	37
2021 Q2	$1.41M	Buy	12,461 +58	+0.5%	+$6.47K	0.59%	33
2021 Q1	$1.35M	Sell	12,403 -3,148	-20%	-$330K	0.58%	34
2020 Q4	$1.43M	Buy	15,551 +24	+0.2%	+$1.97K	0.69%	30
2020 Q3	$1.09M	Sell	15,527 -344	-2%	-$24.7K	0.66%	34
2020 Q2	$1.08M	Buy	15,871 +2,110	+15%	+$133K	0.76%	23
2020 Q1	$772K	Buy	+13,761	New	+$1.02M	0.75%	18
2019 Q1	–	Sell	-55,758	Closed	-$3.87M	–	176
2018 Q4	$3.87M	Buy	55,758 +54,633	+4,856%	+$4.22M	3.81%	9
2018 Q3	$98K	Sell	1,125 -114	-9%	-$9.99K	0.09%	92
2018 Q2	$103K	Buy	+1,239	New	+$101K	0.1%	84

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

WP Advisors's IJR Position: Q2 2026 in Review

WP Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.3% in Q2 2026, buying an estimated $5.63K and bringing the position to 13,775 shares worth $2.04M. The position accounts for 0.49% of the portfolio, ranked #37.

WP Advisors first reported a position in IJR in Q2 2018 and has held it in 29 quarters since. The position peaked at $3.87M in Q4 2018. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

WP Advisors held 13,775 shares of iShares Core S&P Small-Cap ETF worth $2.04M as of Q2 2026.
WP Advisors bought 41 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $5.63K.
iShares Core S&P Small-Cap ETF made up 0.49% of WP Advisors's portfolio in Q2 2026, its #37 holding.
WP Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q2 2018 and has held it in 29 quarters since.
WP Advisors's iShares Core S&P Small-Cap ETF position peaked at $3.87M in Q4 2018.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on WP Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.