Acorn Financial Advisory Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Acorn Financial Advisory Services’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	$409K	Sell	2,757 -56	-2%	-$7.68K	0.05%	151
2026 Q1	$350K	Sell	2,813 -56	-2%	-$7.11K	0.05%	152
2025 Q4	$345K	Sell	2,869 -172	-6%	-$20.6K	0.05%	148
2025 Q3	$361K	Buy	3,041 +184	+6%	+$21.2K	0.06%	139
2025 Q2	$312K	Hold	2,857	–	–	0.05%	151
2025 Q1	$299K	Sell	2,857 -24	-0.8%	-$2.71K	0.05%	147
2024 Q4	$332K	Buy	2,881 +1	+0%	+$119	0.05%	154
2024 Q3	$337K	Sell	2,880 -5	-0.2%	-$565	0.06%	150
2024 Q2	$308K	Sell	2,885 -81	-3%	-$8.67K	0.06%	152
2024 Q1	$328K	Buy	2,966 +100	+3%	+$10.6K	0.06%	148
2023 Q4	$305K	Sell	2,866 -72	-2%	-$6.94K	0.05%	195
2023 Q3	$275K	Buy	2,938 +41	+1%	+$4.1K	0.05%	201
2023 Q2	$289K	Buy	2,897 +55	+2%	+$5.24K	0.05%	198
2023 Q1	$275K	Sell	2,842 -294	-9%	-$29.4K	0.05%	182
2022 Q4	$297K	Sell	3,136 -132	-4%	-$12.7K	0.06%	170
2022 Q3	$285K	Buy	3,268 +350	+12%	+$34K	0.07%	174
2022 Q2	$269K	Sell	2,918 -514	-15%	-$51.1K	0.06%	169
2022 Q1	$370K	Sell	3,432 -66	-2%	-$7.12K	0.07%	164
2021 Q4	$401K	Sell	3,498 -36	-1%	-$4.1K	0.08%	157
2021 Q3	$385K	Sell	3,534 -317	-8%	-$34.9K	0.12%	151
2021 Q2	$436K	Sell	3,851 -26	-0.7%	-$2.9K	0.13%	158
2021 Q1	$421K	Buy	3,877 +328	+9%	+$34.3K	0.15%	138
2020 Q4	$326K	Sell	3,549 -737	-17%	-$60.5K	0.13%	173
2020 Q3	$301K	Buy	4,286 +25	+0.6%	+$1.79K	0.16%	159
2020 Q2	$290K	Buy	+4,261	New	+$269K	0.2%	148
2020 Q1	–	Sell	-3,434	Closed	-$289K	–	167
2019 Q4	$289K	Buy	+3,434	New	+$276K	0.24%	133

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 22.9% 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

Acorn Financial Advisory Services's IJR Position: Q2 2026 in Review

Acorn Financial Advisory Services reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 2% in Q2 2026, selling an estimated $7.68K and leaving 2,757 shares worth $409K. The position accounts for 0.05% of the portfolio, ranked #151.

Acorn Financial Advisory Services first reported a position in IJR in Q4 2019 and has held it in 26 quarters since. The position peaked at $436K in Q2 2021. 2,851 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Acorn Financial Advisory Services held 2,757 shares of iShares Core S&P Small-Cap ETF worth $409K as of Q2 2026.
Acorn Financial Advisory Services sold 56 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $7.68K.
iShares Core S&P Small-Cap ETF made up 0.05% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #151 holding.
Acorn Financial Advisory Services first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 26 quarters since.
Acorn Financial Advisory Services's iShares Core S&P Small-Cap ETF position peaked at $436K in Q2 2021.
2,851 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.