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

AmeriFlex 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	$468K	Buy	3,153 +82	+3%	+$11.3K	0.19%	104
2026 Q1	$382K	Sell	3,071 -611	-17%	-$77.6K	0.19%	111
2025 Q4	$442K	Buy	3,682 +1,716	+87%	+$205K	0.23%	99
2025 Q3	$234K	Sell	1,966 -3,307	-63%	-$380K	0.09%	190
2025 Q2	$576K	Sell	5,273 -706	-12%	-$73K	0.3%	68
2025 Q1	$625K	Sell	5,979 -359	-6%	-$40.5K	0.26%	85
2024 Q4	$751K	Buy	+6,338	New	+$757K	0.34%	60

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

AmeriFlex Group's IJR Position: Q2 2026 in Review

AmeriFlex Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2.7% in Q2 2026, buying an estimated $11.3K and bringing the position to 3,153 shares worth $468K. The position accounts for 0.19% of the portfolio, ranked #104.

AmeriFlex Group first reported a position in IJR in Q4 2024 and has held it in 7 quarters since. The position peaked at $751K in Q4 2024. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

AmeriFlex Group held 3,153 shares of iShares Core S&P Small-Cap ETF worth $468K as of Q2 2026.
AmeriFlex Group bought 82 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $11.3K.
iShares Core S&P Small-Cap ETF made up 0.19% of AmeriFlex Group's portfolio in Q2 2026, its #104 holding.
AmeriFlex Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
AmeriFlex Group's iShares Core S&P Small-Cap ETF position peaked at $751K in Q4 2024.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.