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

Capstone 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 		$490K Sell
3,302
-26
-0.8% -$3.57K 0.02% 108
2026
Q1 		$414K Sell
3,328
-161
-5% -$20.5K 0.02% 116
2025
Q4 		$419K Buy
3,489
+11
+0.3% +$1.32K 0.02% 108
2025
Q3 		$413K Sell
3,478
-959
-22% -$110K 0.02% 112
2025
Q2 		$485K Buy
4,437
+1,592
+56% +$165K 0.03% 96
2025
Q1 		$298K Buy
2,845
+7
+0.2% +$790 0.02% 115
2024
Q4 		$327K Buy
2,838
+24
+0.9% +$2.87K 0.02% 114
2024
Q3 		$329K Buy
2,814
+10
+0.4% +$1.13K 0.02% 114
2024
Q2 		$299K Sell
2,804
-205
-7% -$21.9K 0.02% 116
2024
Q1 		$333K Buy
3,009
+111
+4% +$11.8K 0.02% 107
2023
Q4 		$314K Sell
2,898
-58
-2% -$5.59K 0.02% 106
2023
Q3 		$279K Buy
2,956
+77
+3% +$7.69K 0.02% 106
2023
Q2 		$287K Buy
2,879
+10
+0.3% +$952 0.02% 105
2023
Q1 		$277K Hold
2,869
– – 0.02% 107
2022
Q4 		$272K Buy
2,869
+108
+4% +$10.4K 0.02% 105
2022
Q3 		$241K Buy
+2,761
New +$268K 0.02% 106
2015
Q2 		– Sell
-3,414
Closed -$201K – 103
2015
Q1 		$201K Buy
+3,414
New +$196K 0.08% 78

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

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

Capstone Financial Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.78% in Q2 2026, selling an estimated $3.57K and leaving 3,302 shares worth $490K. The position accounts for 0.02% of the portfolio, ranked #108.

Capstone Financial Advisors first reported a position in IJR in Q1 2015 and has held it in 17 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Capstone Financial Advisors held 3,302 shares of iShares Core S&P Small-Cap ETF worth $490K as of Q2 2026.
  • Capstone Financial Advisors sold 26 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $3.57K.
  • iShares Core S&P Small-Cap ETF made up 0.02% of Capstone Financial Advisors's portfolio in Q2 2026, its #108 holding.
  • Capstone Financial Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q1 2015 and has held it in 17 quarters since.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Capstone Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.