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

Benchmark Financial Wealth 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 		$11.1M Buy
74,689
+550
+0.7% +$75.5K 2.73% 10
2026
Q1 		$9.22M Sell
74,139
-348
-0.5% -$44.2K 2.55% 13
2025
Q4 		$8.95M Sell
74,487
-256
-0.3% -$30.6K 2.57% 10
2025
Q3 		$8.88M Buy
74,743
+338
+0.5% +$38.9K 2.67% 9
2025
Q2 		$8.13M Buy
74,405
+1,330
+2% +$137K 2.69% 10
2025
Q1 		$7.64M Sell
73,075
-21,534
-23% -$2.43M 2.89% 9
2024
Q4 		$10.9M Sell
94,609
-2,860
-3% -$342K 3.49% 7
2024
Q3 		$11.4M Sell
97,469
-861
-0.9% -$97.3K 3.8% 8
2024
Q2 		$10.5M Sell
98,330
-6,534
-6% -$699K 3.89% 8
2024
Q1 		$11.6M Sell
104,864
-6,524
-6% -$693K 4.43% 6
2023
Q4 		$12.1M Sell
111,388
-373
-0.3% -$35.9K 5.2% 5
2023
Q3 		$10.5M Sell
111,761
-683
-0.6% -$68.2K 4.96% 6
2023
Q2 		$11.2M Buy
112,444
+593
+0.5% +$56.5K 5.19% 6
2023
Q1 		$10.8M Sell
111,851
-1,090
-1% -$109K 5.56% 6
2022
Q4 		$10.7M Sell
112,941
-8,966
-7% -$860K 5.82% 6
2022
Q3 		$10.6M Sell
121,907
-1,621
-1% -$157K 6.25% 4
2022
Q2 		$11.4M Sell
123,528
-13,321
-10% -$1.32M 5.85% 6
2022
Q1 		$14.8M Buy
136,849
+2,635
+2% +$284K 6.27% 4
2021
Q4 		$15.4M Buy
134,214
+8,360
+7% +$953K 6.42% 4
2021
Q3 		$13.7M Buy
125,854
+2,949
+2% +$325K 6.53% 4
2021
Q2 		$13.9M Buy
122,905
+5,929
+5% +$661K 6.63% 4
2021
Q1 		$12.7M Sell
116,976
-2,012
-2% -$211K 6.93% 4
2020
Q4 		$10.9M Buy
118,988
+4,064
+4% +$334K 6.02% 5
2020
Q3 		$8.07M Sell
114,924
-241
-0.2% -$17.3K 5.2% 6
2020
Q2 		$7.87M Buy
115,165
+74,964
+186% +$4.73M 5.78% 6
2020
Q1 		$2.26M Buy
40,201
+1,666
+4% +$124K 2.27% 12
2019
Q4 		$3.23M Buy
38,535
+1,650
+4% +$133K 2.67% 8
2019
Q3 		$2.87M Buy
36,885
+3,523
+11% +$273K 2.81% 7
2019
Q2 		$2.61M Sell
33,362
-3,208
-9% -$249K 2.55% 8
2019
Q1 		$2.82M Sell
36,570
-67
-0.2% -$5.14K 2.95% 7
2018
Q4 		$2.54M Buy
36,637
+469
+1% +$36.2K 3.15% 7
2018
Q3 		$3.15M Buy
+36,168
New +$3.17M 3.92% 7

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

Benchmark Financial Wealth Advisors's IJR Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.74% in Q2 2026, buying an estimated $75.5K and bringing the position to 74,689 shares worth $11.1M. The position accounts for 2.73% of the portfolio, ranked #10.

Benchmark Financial Wealth Advisors first reported a position in IJR in Q3 2018 and has held it in 32 quarters since. The position peaked at $15.4M in Q4 2021. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Benchmark Financial Wealth Advisors held 74,689 shares of iShares Core S&P Small-Cap ETF worth $11.1M as of Q2 2026.
  • Benchmark Financial Wealth Advisors bought 550 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $75.5K.
  • iShares Core S&P Small-Cap ETF made up 2.73% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #10 holding.
  • Benchmark Financial Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q3 2018 and has held it in 32 quarters since.
  • Benchmark Financial Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $15.4M in Q4 2021.
  • 2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.