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

Camarda 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	$1.07M	Sell	7,198 -484	-6%	-$66.4K	0.32%	72
2026 Q1	$955K	Buy	7,682 +139	+2%	+$17.7K	0.5%	68
2025 Q4	$907K	Sell	7,543 -264	-3%	-$31.6K	0.35%	75
2025 Q3	$928K	Buy	7,807 +814	+12%	+$93.6K	0.34%	74
2025 Q2	$764K	Buy	6,993 +1,871	+37%	+$193K	0.3%	75
2025 Q1	$536K	Buy	5,122 +957	+23%	+$108K	0.24%	74
2024 Q4	$480K	Buy	4,165 +2,168	+109%	+$259K	0.18%	81
2024 Q3	$234K	Buy	+1,997	New	+$226K	0.09%	79
2023 Q2	–	Sell	-3,320	Closed	-$321K	–	79
2023 Q1	$321K	Hold	3,320	–	–	0.24%	52
2022 Q4	$314K	Hold	3,320	–	–	0.32%	65
2022 Q3	$289K	Sell	3,320 -9	-0.3%	-$874	0.34%	55
2022 Q2	$308K	Sell	3,329 -18	-0.5%	-$1.79K	0.31%	60
2022 Q1	$361K	Hold	3,347	–	–	0.17%	77
2021 Q4	$383K	Buy	3,347 +27	+0.8%	+$3.08K	0.22%	66
2021 Q3	$363K	Hold	3,320	–	–	0.24%	73
2021 Q2	$375K	Buy	3,320 +770	+30%	+$85.9K	0.23%	67
2021 Q1	$277K	Hold	2,550	–	–	0.2%	79
2020 Q4	$234K	Buy	+2,550	New	+$210K	0.2%	65
2020 Q1	–	Sell	-2,550	Closed	-$214K	–	36
2019 Q4	$214K	Buy	+2,550	New	+$205K	0.45%	47
2019 Q3	–	Sell	-2,550	Closed	-$200K	–	250
2019 Q2	$200K	Sell	2,550 -263	-9%	-$20.4K	0.39%	34
2019 Q1	$217K	Buy	+2,813	New	+$216K	0.41%	32
2018 Q2	–	Sell	-139	Closed	-$11K	–	184
2018 Q1	$11K	Buy	139 +25	+22%	+$1.95K	0.01%	147
2017 Q4	$9K	Buy	114 +12	+12%	+$905	0.01%	155
2017 Q3	$8K	Buy	102 +17	+20%	+$1.19K	0.01%	185
2017 Q2	$6K	Buy	+85	New	+$5.89K	0.01%	201
2017 Q1	–	Sell	-912	Closed	-$63K	–	216
2016 Q4	$63K	Buy	+912	New	+$58.8K	0.04%	117

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

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

Camarda Financial Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 6.3% in Q2 2026, selling an estimated $66.4K and leaving 7,198 shares worth $1.07M. The position accounts for 0.32% of the portfolio, ranked #72.

Camarda Financial Advisors first reported a position in IJR in Q4 2016 and has held it in 26 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Camarda Financial Advisors held 7,198 shares of iShares Core S&P Small-Cap ETF worth $1.07M as of Q2 2026.
Camarda Financial Advisors sold 484 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $66.4K.
iShares Core S&P Small-Cap ETF made up 0.32% of Camarda Financial Advisors's portfolio in Q2 2026, its #72 holding.
Camarda Financial Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2016 and has held it in 26 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Camarda Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.