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

Affiance Financial’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 		$6.73M Buy
45,380
+2,373
+6% +$326K 0.97% 17
2026
Q1 		$5.35M Buy
43,007
+5,729
+15% +$728K 0.87% 18
2025
Q4 		$4.48M Buy
37,278
+3,087
+9% +$369K 0.72% 20
2025
Q3 		$4.06M Buy
34,191
+1,802
+6% +$207K 0.74% 21
2025
Q2 		$3.54M Buy
32,389
+1,752
+6% +$181K 0.72% 21
2025
Q1 		$3.2M Sell
30,637
-1,383
-4% -$156K 0.75% 21
2024
Q4 		$3.69M Sell
32,020
-24
-0.1% -$2.87K 0.88% 18
2024
Q3 		$3.75M Sell
32,044
-6,157
-16% -$696K 0.91% 17
2024
Q2 		$4.07M Buy
38,201
+33
+0.1% +$3.53K 1.06% 17
2024
Q1 		$4.22M Sell
38,168
-36,329
-49% -$3.86M 1.14% 17
2023
Q4 		$8.06M Sell
74,497
-136,912
-65% -$13.2M 2.35% 9
2023
Q3 		$19.9M Buy
211,409
+5,057
+2% +$505K 10.13% 2
2023
Q2 		$20.6M Buy
206,352
+6,129
+3% +$584K 10.02% 1
2023
Q1 		$19.4M Buy
200,223
+35,626
+22% +$3.56M 10.25% 1
2022
Q4 		$15.6M Sell
164,597
-24,220
-13% -$2.32M 6.31% 4
2022
Q3 		$16.5M Buy
188,817
+1,706
+0.9% +$166K 9.28% 3
2022
Q2 		$17.3M Buy
187,111
+4,430
+2% +$441K 9.32% 3
2022
Q1 		$19.7M Buy
182,681
+124,731
+215% +$13.5M 9.58% 2
2021
Q4 		$6.64M Buy
57,950
+245
+0.4% +$27.9K 2.77% 10
2021
Q3 		$6.3M Sell
57,705
-508
-0.9% -$55.9K 2.74% 11
2021
Q2 		$6.58M Sell
58,213
-1,057
-2% -$118K 2.79% 9
2021
Q1 		$6.43M Sell
59,270
-4,157
-7% -$435K 2.87% 10
2020
Q4 		$5.83M Sell
63,427
-1,260
-2% -$104K 3.04% 9
2020
Q3 		$4.54M Sell
64,687
-1,015
-2% -$72.7K 2.62% 10
2020
Q2 		$4.49M Sell
65,702
-889
-1% -$56.1K 2.44% 12
2020
Q1 		$3.74M Sell
66,591
-115,115
-63% -$8.57M 2.58% 9
2019
Q4 		$15.2M Buy
181,706
+11,471
+7% +$923K 8.4% 3
2019
Q3 		$13.3M Buy
170,235
+6,130
+4% +$475K 8.04% 3
2019
Q2 		$12.8M Buy
164,105
+11,415
+7% +$886K 7.85% 3
2019
Q1 		$11.8M Buy
152,690
+70,472
+86% +$5.41M 7.42% 3
2018
Q4 		$5.7M Sell
82,218
-10,904
-12% -$843K 3.77% 7
2018
Q3 		$8.12M Buy
93,122
+89,006
+2,162% +$7.8M 5.36% 3
2018
Q2 		$344K Buy
4,116
+798
+24% +$65K 0.26% 66
2018
Q1 		$256K Sell
3,318
-354
-10% -$27.6K 0.23% 70
2017
Q4 		$282K Sell
3,672
-94
-2% -$7.09K 0.21% 66
2017
Q3 		$280K Buy
3,766
+94
+3% +$6.59K 0.23% 64
2017
Q2 		$257K Sell
3,672
-90
-2% -$6.23K 0.2% 65
2017
Q1 		$260K Buy
3,762
+100
+3% +$6.9K 0.2% 67
2016
Q4 		$252K Buy
3,662
+90
+3% +$5.8K 0.2% 74
2016
Q3 		$222K Sell
3,572
-610
-15% -$37.3K 0.18% 79
2016
Q2 		$243K Buy
4,182
+312
+8% +$17.8K 0.21% 76
2016
Q1 		$218K Buy
+3,870
New +$202K 0.21% 84

Other funds holding IJR

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Affiance Financial's IJR Position: Q2 2026 in Review

Affiance Financial increased its iShares Core S&P Small-Cap ETF (IJR) stake by 5.5% in Q2 2026, buying an estimated $326K and bringing the position to 45,380 shares worth $6.73M. The position accounts for 0.97% of the portfolio, ranked #17.

Affiance Financial first reported a position in IJR in Q1 2016 and has held it in 42 quarters since. The position peaked at $20.6M in Q2 2023. 1,509 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Affiance Financial held 45,380 shares of iShares Core S&P Small-Cap ETF worth $6.73M as of Q2 2026.
  • Affiance Financial bought 2,373 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $326K.
  • iShares Core S&P Small-Cap ETF made up 0.97% of Affiance Financial's portfolio in Q2 2026, its #17 holding.
  • Affiance Financial first reported a position in iShares Core S&P Small-Cap ETF in Q1 2016 and has held it in 42 quarters since.
  • Affiance Financial's iShares Core S&P Small-Cap ETF position peaked at $20.6M in Q2 2023.
  • 1,509 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Affiance Financial's 13F filing for Q2 2026, filed 9 Jul 2026.