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

Buttonwood Financial 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	$426K	Sell	2,873 -70	-2%	-$9.61K	0.13%	84
2026 Q1	$366K	Sell	2,943 -160	-5%	-$20.3K	0.12%	85
2025 Q4	$373K	Sell	3,103 -347	-10%	-$41.5K	0.12%	85
2025 Q3	$410K	Sell	3,450 -37	-1%	-$4.25K	0.14%	83
2025 Q2	$381K	Sell	3,487 -78	-2%	-$8.06K	0.15%	81
2025 Q1	$373K	Sell	3,565 -469	-12%	-$52.9K	0.16%	77
2024 Q4	$465K	Sell	4,034 -246	-6%	-$29.4K	0.2%	75
2024 Q3	$501K	Sell	4,280 -515	-11%	-$58.2K	0.22%	73
2024 Q2	$511K	Sell	4,795 -785	-14%	-$84K	0.24%	72
2024 Q1	$617K	Sell	5,580 -286	-5%	-$30.4K	0.29%	62
2023 Q4	$635K	Sell	5,866 -506	-8%	-$48.8K	0.35%	59
2023 Q3	$601K	Buy	6,372 +2,277	+56%	+$227K	0.38%	58
2023 Q2	$408K	Buy	+4,095	New	+$390K	0.26%	70

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

Buttonwood Financial Advisors's IJR Position: Q2 2026 in Review

Buttonwood Financial Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 2.4% in Q2 2026, selling an estimated $9.61K and leaving 2,873 shares worth $426K. The position accounts for 0.13% of the portfolio, ranked #84.

Buttonwood Financial Advisors first reported a position in IJR in Q2 2023 and has held it in 13 quarters since. The position peaked at $635K in Q4 2023. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Buttonwood Financial Advisors held 2,873 shares of iShares Core S&P Small-Cap ETF worth $426K as of Q2 2026.
Buttonwood Financial Advisors sold 70 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $9.61K.
iShares Core S&P Small-Cap ETF made up 0.13% of Buttonwood Financial Advisors's portfolio in Q2 2026, its #84 holding.
Buttonwood Financial Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q2 2023 and has held it in 13 quarters since.
Buttonwood Financial Advisors's iShares Core S&P Small-Cap ETF position peaked at $635K in Q4 2023.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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