WA
IJR icon

WPG Advisers’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

WPG Advisers’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 		$20K Sell
135
-1
-0.7% -$137 0.01% 553
2026
Q1 		$16.9K Buy
136
+21
+18% +$2.67K 0.01% 525
2025
Q4 		$13.8K Sell
115
-316
-73% -$37.8K 0.01% 606
2025
Q3 		$51.2K Buy
431
+325
+307% +$37.4K 0.04% 289
2025
Q2 		$11.6K Buy
106
+31
+41% +$3.2K 0.01% 620
2025
Q1 		$7.84K Hold
75
– – 0.01% 721
2024
Q4 		$8.64K Buy
+75
New +$8.96K 0.01% 675

Other funds holding IJR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WPG Advisers's IJR Position: Q2 2026 in Review

WPG Advisers reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.74% in Q2 2026, selling an estimated $137 and leaving 135 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #553.

WPG Advisers first reported a position in IJR in Q4 2024 and has held it in 7 quarters since. The position peaked at $51.2K in Q3 2025. 2,024 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • WPG Advisers held 135 shares of iShares Core S&P Small-Cap ETF worth $20K as of Q2 2026.
  • WPG Advisers sold 1 iShares Core S&P Small-Cap ETF share in Q2 2026, an estimated $137.
  • iShares Core S&P Small-Cap ETF made up 0.01% of WPG Advisers's portfolio in Q2 2026, its #553 holding.
  • WPG Advisers first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • WPG Advisers's iShares Core S&P Small-Cap ETF position peaked at $51.2K in Q3 2025.
  • 2,024 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.