Bond & Devick Financial Network’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Bond & Devick Financial Network’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	$386K	Hold	2,606	–	–	0.1%	129
2026 Q1	$324K	Hold	2,606	–	–	0.09%	139
2025 Q4	$313K	Hold	2,606	–	–	0.09%	135
2025 Q3	$310K	Sell	2,606 -128	-5%	-$14.7K	0.09%	133
2025 Q2	$299K	Hold	2,734	–	–	0.1%	132
2025 Q1	$286K	Hold	2,734	–	–	0.1%	125
2024 Q4	$320K	Hold	2,734	–	–	0.14%	122
2024 Q3	$320K	Buy	2,734 +128	+5%	+$14.5K	0.14%	122
2024 Q2	$278K	Buy	2,606 +366	+16%	+$39.2K	0.15%	119
2024 Q1	$248K	Hold	2,240	–	–	0.13%	130
2023 Q4	$242K	Sell	2,240 -897	-29%	-$86.4K	0.14%	125
2023 Q3	$296K	Hold	3,137	–	–	0.19%	98
2023 Q2	$313K	Hold	3,137	–	–	0.19%	96
2023 Q1	$303K	Hold	3,137	–	–	0.19%	98
2022 Q4	$297K	Buy	+3,137	New	+$301K	0.21%	95

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

Bond & Devick Financial Network's IJR Position: Q2 2026 in Review

Bond & Devick Financial Network held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 2,606 shares worth $386K. The position accounts for 0.1% of the portfolio, ranked #129.

Bond & Devick Financial Network first reported a position in IJR in Q4 2022 and has held it in 15 quarters since. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Bond & Devick Financial Network held 2,606 shares of iShares Core S&P Small-Cap ETF worth $386K as of Q2 2026.
Bond & Devick Financial Network left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.1% of Bond & Devick Financial Network's portfolio in Q2 2026, its #129 holding.
Bond & Devick Financial Network first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Bond & Devick Financial Network's 13F filing for Q2 2026, filed 16 Jul 2026.