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

Compass Financial Management’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	$1.12M	Buy	+7,516	New	+$1.03M	0.14%	172

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Compass Financial Management's IJR Position: Q2 2026 in Review

Compass Financial Management opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 7,516 shares worth $1.12M. The stake represents 0.14% of the portfolio and ranks #172 among its holdings.

2,757 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Compass Financial Management held 7,516 shares of iShares Core S&P Small-Cap ETF worth $1.12M as of Q2 2026.
iShares Core S&P Small-Cap ETF was a new Compass Financial Management position in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.14% of Compass Financial Management's portfolio in Q2 2026, its #172 holding.
2,757 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.