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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
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WP Advisors's IJR Position: Q1 2026 in Review

WP Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.4% in Q1 2026, buying an estimated $6.99K and bringing the position to 13,734 shares worth $1.71M. The position accounts for 0.44% of the portfolio, ranked #36.

WP Advisors first reported a position in IJR in Q2 2018 and has held it in 28 quarters since. The position peaked at $3.87M in Q4 2018. 2,734 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • WP Advisors held 13,734 shares of iShares Core S&P Small-Cap ETF worth $1.71M as of Q1 2026.
  • WP Advisors bought 55 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $6.99K.
  • iShares Core S&P Small-Cap ETF made up 0.44% of WP Advisors's portfolio in Q1 2026, its #36 holding.
  • WP Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q2 2018 and has held it in 28 quarters since.
  • WP Advisors's iShares Core S&P Small-Cap ETF position peaked at $3.87M in Q4 2018.
  • 2,734 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on WP Advisors's 13F filing for Q1 2026, filed 4 May 2026.