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

Byrne Financial Freedom’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	$201K	Sell	1,357 -293	-18%	-$40.2K	0.08%	119
2026 Q1	$205K	Buy	+1,650	New	+$210K	0.1%	101
2025 Q4	–	Sell	-1,782	Closed	-$212K	–	104
2025 Q3	$212K	Buy	+1,782	New	+$205K	0.11%	91
2025 Q1	–	Sell	-2,235	Closed	-$258K	–	100
2024 Q4	$258K	Buy	+2,235	New	+$267K	0.11%	83

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

Byrne Financial Freedom's IJR Position: Q2 2026 in Review

Byrne Financial Freedom reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 18% in Q2 2026, selling an estimated $40.2K and leaving 1,357 shares worth $201K. The position accounts for 0.08% of the portfolio, ranked #119.

Byrne Financial Freedom first reported a position in IJR in Q4 2024 and has held it in 4 quarters since. The position peaked at $258K in Q4 2024. 2,842 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Byrne Financial Freedom held 1,357 shares of iShares Core S&P Small-Cap ETF worth $201K as of Q2 2026.
Byrne Financial Freedom sold 293 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $40.2K.
iShares Core S&P Small-Cap ETF made up 0.08% of Byrne Financial Freedom's portfolio in Q2 2026, its #119 holding.
Byrne Financial Freedom first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 4 quarters since.
Byrne Financial Freedom's iShares Core S&P Small-Cap ETF position peaked at $258K in Q4 2024.
2,842 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Byrne Financial Freedom's 13F filing for Q2 2026, filed 30 Jul 2026.