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IJRIJR
30 quarters

Position history for WAWealthspire Advisors, LLC's holdings in ISHARES TR

Yes. Wealthspire Advisors holds 2,025,543 shares of IJR, worth $300.4M, as of its Q2 2026 13F filing. It increased the position by 84,483 shares (+4.4%) from Q1 2026. Wealthspire Advisors has held IJR in every 13F on record since Q1 2019, 30 quarterly filings. IJR is 1.7% of Wealthspire Advisors' reported 13F portfolio.

Current Value

$300.4M

Current Shares

2M

Total Value Change

+$248.8M

Total Shares Change

+1.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2M
+4.3%
$300.4M1.7%$148.31
51
2026-Q1
Increased
1.9M
+2.0%
$241.3M1.9%$123.94
49
2025-Q4
Decreased
1.9M
-48.8%
$228.6M1.8%$119.63
0
2025-Q3
Increased
3.7M
+0.5%
$441.4M2.3%$117.74
54
2025-Q2
Decreased
3.7M
-4.8%
$404.2M2.3%$107.88
0
2025-Q1
Increased
3.9M
+105.3%
$406.1M2.4%$102.84
86
2024-Q4
Increased
1.9M
+7.3%
$217.9M2.2%$112.97
56
2024-Q3
Increased
1.8M
+6.1%
$206.2M2.1%$113.62
56
2024-Q2
Increased
1.7M
+3.5%
$177.3M2.3%$103.63
54
2024-Q1
Increased
1.6M
+1.6%
$177.5M2.4%$107.00
53
2023-Q4
Increased
1.6M
+2.6%
$171.1M2.4%$104.48
53
2023-Q3
Increased
1.5M
+1.0%
$145.3M2.4%$90.81
52
2023-Q2
Increased
1.5M
+3.0%
$152M2.5%$95.03
54
2023-Q1
Increased
1.5M
+5.4%
$143.3M2.5%$91.88
55
2022-Q4
Increased
1.4M
+2.9%
$133M2.4%$90.02
53
2022-Q3
Increased
1.4M
+1.8%
$119.1M2.5%$82.21
52
2022-Q2
Increased
1.3M
+0.5%
$124.1M2.6%$86.68
52
2022-Q1
Increased
1.3M
+5.9%
$144.1M3.2%$100.90
59
2021-Q4
Increased
1.3M
+5.4%
$144.5M3.2%$106.93
59
2021-Q3
Decreased
1.2M
-2.7%
$130.7M2.7%$101.30
0
2021-Q2
Increased
1.2M
+3.1%
$139M3.7%$104.34
57
2021-Q1
Increased
1.2M
+25.6%
$129.4M3.1%$100.01
68
2020-Q4
Increased
949,450
+89.6%
$87.3M2.6%$84.47
80
2020-Q3
Decreased
500,647
-3.0%
$35.2M2.1%$64.37
0
2020-Q2
Decreased
516,324
-49.1%
$35.3M2.5%$62.34
0
2020-Q1
Increased
1M
+34.5%
$56.9M2.4%$51.04
65
2019-Q4
Increased
754,326
+2.8%
$63.3M4.6%$76.03
56
2019-Q3
Increased
733,682
+4.4%
$57.1M4.7%$70.40
56
2019-Q2
Increased
702,650
+5.0%
$55M4.8%$70.01
57
2019-Q1
First report
669,081
-
$51.6M4.8%$68.77
0

Other major holders of IJR: NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, BANK OF AMERICA CORP /DE/

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