CARLSON FINANCIAL, INC.’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

CARLSON FINANCIAL, INC.’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	$232K	Buy	+1,568	New	+$215K	0.12%	166

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

CARLSON FINANCIAL, INC.'s IJR Position: Q2 2026 in Review

CARLSON FINANCIAL, INC. opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 1,568 shares worth $232K. The stake represents 0.12% of the portfolio and ranks #166 among its holdings.

2,832 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

CARLSON FINANCIAL, INC. held 1,568 shares of iShares Core S&P Small-Cap ETF worth $232K as of Q2 2026.
iShares Core S&P Small-Cap ETF was a new CARLSON FINANCIAL, INC. position in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.12% of CARLSON FINANCIAL, INC.'s portfolio in Q2 2026, its #166 holding.
2,832 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on CARLSON FINANCIAL, INC.'s 13F filing for Q2 2026, filed 24 Aug 2026.