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

Cascade Financial Partners’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	$519K	Sell	3,500 -122	-3%	-$16.7K	0.05%	172
2026 Q1	$450K	Sell	3,622 -212	-6%	-$26.9K	0.05%	173
2025 Q4	$461K	Sell	3,834 -18	-0.5%	-$2.15K	0.05%	170
2025 Q3	$458K	Buy	3,852 +1	+0%	+$115	0.05%	171
2025 Q2	$421K	Buy	3,851 +134	+4%	+$13.9K	0.05%	172
2025 Q1	$389K	Sell	3,717 -13	-0.3%	-$1.47K	0.05%	175
2024 Q4	$430K	Buy	3,730 +132	+4%	+$15.8K	0.06%	151
2024 Q3	$415K	Buy	3,598 +1,283	+55%	+$145K	0.05%	157
2024 Q2	$247K	Buy	2,315 +36	+2%	+$3.85K	0.03%	199
2024 Q1	$238K	Buy	+2,279	New	+$242K	0.03%	201

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

Cascade Financial Partners's IJR Position: Q2 2026 in Review

Cascade Financial Partners reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 3.4% in Q2 2026, selling an estimated $16.7K and leaving 3,500 shares worth $519K. The position accounts for 0.05% of the portfolio, ranked #172.

Cascade Financial Partners first reported a position in IJR in Q1 2024 and has held it in 10 quarters since. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Cascade Financial Partners held 3,500 shares of iShares Core S&P Small-Cap ETF worth $519K as of Q2 2026.
Cascade Financial Partners sold 122 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $16.7K.
iShares Core S&P Small-Cap ETF made up 0.05% of Cascade Financial Partners's portfolio in Q2 2026, its #172 holding.
Cascade Financial Partners first reported a position in iShares Core S&P Small-Cap ETF in Q1 2024 and has held it in 10 quarters since.
2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.