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

AA Financial 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 		$572K Buy
3,859
+68
+2% +$9.33K 0.07% 137
2026
Q1 		$471K Buy
3,791
+225
+6% +$28.6K 0.07% 145
2025
Q4 		$429K Buy
3,566
+798
+29% +$95.4K 0.08% 139
2025
Q3 		$329K Sell
2,768
-23
-0.8% -$2.65K 0.06% 151
2025
Q2 		$305K Sell
2,791
-58
-2% -$6K 0.07% 149
2025
Q1 		$298K Sell
2,849
-245
-8% -$27.6K 0.07% 133
2024
Q4 		$356K Buy
3,094
+157
+5% +$18.8K 0.1% 126
2024
Q3 		$344K Buy
2,937
+304
+12% +$34.3K 0.1% 123
2024
Q2 		$281K Buy
2,633
+1
+0% +$107 0.1% 133
2024
Q1 		$291K Sell
2,632
-7
-0.3% -$743 0.12% 126
2023
Q4 		$286K Buy
+2,639
New +$254K 0.19% 48

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AA Financial Advisors's IJR Position: Q2 2026 in Review

AA Financial Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.8% in Q2 2026, buying an estimated $9.33K and bringing the position to 3,859 shares worth $572K. The position accounts for 0.07% of the portfolio, ranked #137.

AA Financial Advisors first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • AA Financial Advisors held 3,859 shares of iShares Core S&P Small-Cap ETF worth $572K as of Q2 2026.
  • AA Financial Advisors bought 68 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $9.33K.
  • iShares Core S&P Small-Cap ETF made up 0.07% of AA Financial Advisors's portfolio in Q2 2026, its #137 holding.
  • AA Financial Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.