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

Cooper 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 		$995K Buy
6,711
+100
+2% +$13.7K 0.08% 173
2026
Q1 		$822K Sell
6,611
-72
-1% -$9.15K 0.08% 184
2025
Q4 		$803K Buy
6,683
+539
+9% +$64.5K 0.09% 172
2025
Q3 		$730K Buy
6,144
+200
+3% +$23K 0.08% 186
2025
Q2 		$650K Sell
5,944
-1,104
-16% -$114K 0.08% 203
2025
Q1 		$737K Buy
7,048
+448
+7% +$50.6K 0.1% 184
2024
Q4 		$760K Sell
6,600
-120
-2% -$14.3K 0.09% 180
2024
Q3 		$786K Sell
6,720
-423
-6% -$47.8K 0.1% 174
2024
Q2 		$762K Sell
7,143
-37,727
-84% -$4.04M 0.11% 166
2024
Q1 		$4.96M Sell
44,870
-7,005
-14% -$744K 0.82% 26
2023
Q4 		$5.62M Buy
51,875
+2,338
+5% +$225K 1.02% 21
2023
Q3 		$4.67M Buy
49,537
+3,395
+7% +$339K 1.12% 18
2023
Q2 		$4.6M Buy
46,142
+1,560
+3% +$149K 1.14% 16
2023
Q1 		$4.31M Buy
44,582
+629
+1% +$62.9K 1.16% 17
2022
Q4 		$4.16M Sell
43,953
-1,053
-2% -$101K 1.27% 16
2022
Q3 		$3.92M Buy
45,006
+30,454
+209% +$2.96M 1.41% 14
2022
Q2 		$1.34M Sell
14,552
-4,597
-24% -$457K 0.49% 54
2022
Q1 		$2.07M Sell
19,149
-638
-3% -$68.8K 0.78% 25
2021
Q4 		$2.27M Buy
19,787
+1,616
+9% +$184K 0.86% 21
2021
Q3 		$1.98M Buy
18,171
+1,681
+10% +$185K 0.41% 38
2021
Q2 		$1.86M Buy
16,490
+1,889
+13% +$211K 0.38% 41
2021
Q1 		$1.58M Buy
14,601
+7,141
+96% +$747K 0.36% 46
2020
Q4 		$686K Buy
7,460
+3,283
+79% +$270K 0.14% 124
2020
Q3 		$293K Sell
4,177
-707
-14% -$50.7K 0.08% 154
2020
Q2 		$334K Buy
4,884
+1,138
+30% +$71.8K 0.11% 134
2020
Q1 		$210K Buy
3,746
+713
+24% +$53.1K 0.09% 138
2019
Q4 		$254K Buy
3,033
+176
+6% +$14.2K 0.1% 129
2019
Q3 		$222K Buy
+2,857
New +$221K 0.1% 130
2019
Q2 		– Sell
-3,817
Closed -$295K – 126
2019
Q1 		$295K Buy
3,817
+305
+9% +$23.4K 0.16% 79
2018
Q4 		$243K Buy
+3,512
New +$271K 0.16% 85

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

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

Cooper Financial Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.5% in Q2 2026, buying an estimated $13.7K and bringing the position to 6,711 shares worth $995K. The position accounts for 0.08% of the portfolio, ranked #173.

Cooper Financial Group first reported a position in IJR in Q4 2018 and has held it in 30 quarters since. The position peaked at $5.62M in Q4 2023. 2,841 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Cooper Financial Group held 6,711 shares of iShares Core S&P Small-Cap ETF worth $995K as of Q2 2026.
  • Cooper Financial Group bought 100 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $13.7K.
  • iShares Core S&P Small-Cap ETF made up 0.08% of Cooper Financial Group's portfolio in Q2 2026, its #173 holding.
  • Cooper Financial Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • Cooper Financial Group's iShares Core S&P Small-Cap ETF position peaked at $5.62M in Q4 2023.
  • 2,841 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.