CFG Wealth Management Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

CFG Wealth Management Services’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	–	Sell	-1,346	Closed	-$167K	–	112
2026 Q1	$167K	Hold	1,346	–	–	0.15%	38
2025 Q4	$162K	Buy	+1,346	New	+$161K	0.15%	38

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

CFG Wealth Management Services's IJR Position: Q2 2026 in Review

CFG Wealth Management Services sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2026, closing a stake of 1,346 shares — an estimated $167K sold.

CFG Wealth Management Services first reported a position in IJR in Q4 2025 and held it in 2 quarters. The position peaked at $167K in Q1 2026. 2,824 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

CFG Wealth Management Services reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
CFG Wealth Management Services sold 1,346 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $167K.
CFG Wealth Management Services first reported a position in iShares Core S&P Small-Cap ETF in Q4 2025 and held it in 2 quarters.
CFG Wealth Management Services's iShares Core S&P Small-Cap ETF position peaked at $167K in Q1 2026.
2,824 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on CFG Wealth Management Services's 13F filing for Q2 2026, filed 15 Jul 2026.