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

ABLE Financial Group’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 		$2.57M Sell
17,304
-66
-0.4% -$9.06K 0.43% 57
2026
Q1 		$2.16M Buy
17,370
+2,061
+13% +$262K 0.42% 57
2025
Q4 		$1.84M Sell
15,309
-6
-0% -$718 0.37% 55
2025
Q3 		$1.82M Sell
15,315
-434
-3% -$49.9K 0.39% 55
2025
Q2 		$1.72M Sell
15,749
-6,427
-29% -$664K 0.42% 54
2025
Q1 		$2.32M Sell
22,176
-1,311
-6% -$148K 0.65% 34
2024
Q4 		$2.71M Sell
23,487
-31,204
-57% -$3.73M 0.8% 32
2024
Q3 		$6.4M Buy
54,691
+3,661
+7% +$414K 1.98% 15
2024
Q2 		$5.44M Buy
51,030
+1,079
+2% +$115K 1.97% 15
2024
Q1 		$5.52M Sell
49,951
-16,504
-25% -$1.75M 2.17% 15
2023
Q4 		$7.19M Buy
66,455
+1,889
+3% +$182K 3.11% 7
2023
Q3 		$6.09M Buy
64,566
+8,136
+14% +$813K 3.04% 9
2023
Q2 		$5.62M Buy
56,430
+12,143
+27% +$1.16M 2.91% 9
2023
Q1 		$4.28M Buy
+44,287
New +$4.43M 2.79% 9

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

ABLE Financial Group's IJR Position: Q2 2026 in Review

ABLE Financial Group reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.38% in Q2 2026, selling an estimated $9.06K and leaving 17,304 shares worth $2.57M. The position accounts for 0.43% of the portfolio, ranked #57.

ABLE Financial Group first reported a position in IJR in Q1 2023 and has held it in 14 quarters since. The position peaked at $7.19M in Q4 2023. 2,830 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • ABLE Financial Group held 17,304 shares of iShares Core S&P Small-Cap ETF worth $2.57M as of Q2 2026.
  • ABLE Financial Group sold 66 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $9.06K.
  • iShares Core S&P Small-Cap ETF made up 0.43% of ABLE Financial Group's portfolio in Q2 2026, its #57 holding.
  • ABLE Financial Group first reported a position in iShares Core S&P Small-Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • ABLE Financial Group's iShares Core S&P Small-Cap ETF position peaked at $7.19M in Q4 2023.
  • 2,830 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on ABLE Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.