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

Clayton Financial Group’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
-79
Closed -$9.79K – 313
2026
Q1 		$9.79K Hold
79
– – 0.01% 239
2025
Q4 		$9.45K Buy
+79
New +$9.45K ﹤0.01% 240
2025
Q2 		– Sell
-2,501
Closed -$261K – 60
2025
Q1 		$261K Sell
2,501
-32
-1% -$3.61K 0.1% 96
2024
Q4 		$292K Buy
2,533
+16
+0.6% +$1.91K 0.11% 89
2024
Q3 		$294K Buy
+2,517
New +$284K 0.11% 88

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

Clayton Financial Group's IJR Position: Q2 2026 in Review

Clayton Financial Group sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2026, closing a stake of 79 shares — an estimated $9.79K sold.

Clayton Financial Group first reported a position in IJR in Q3 2024 and held it in 5 quarters. The position peaked at $294K in Q3 2024. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Clayton Financial Group reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 79 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $9.79K.
  • Clayton Financial Group first reported a position in iShares Core S&P Small-Cap ETF in Q3 2024 and held it in 5 quarters.
  • Clayton Financial Group's iShares Core S&P Small-Cap ETF position peaked at $294K in Q3 2024.
  • 2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.