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

Coordinated Financial 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 Q1	$1.41M	Buy	11,367 +1,047	+10%	+$133K	0.81%	31
2025 Q4	$1.24M	Buy	10,320 +462	+5%	+$55.3K	0.71%	37
2025 Q3	$1.17M	Buy	9,858 +243	+3%	+$27.9K	0.75%	36
2025 Q2	$1.05M	Buy	9,615 +128	+1%	+$13.2K	0.73%	41
2025 Q1	$992K	Buy	9,487 +285	+3%	+$32.2K	0.76%	40
2024 Q4	$1.06M	Buy	+9,202	New	+$1.1M	0.83%	34
2024 Q2	$848K	Sell	7,951 -116	-1%	-$12.4K	0.73%	39
2024 Q1	$892K	Buy	+8,067	New	+$857K	0.78%	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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Coordinated Financial Services's IJR Position: Q1 2026 in Review

Coordinated Financial Services increased its iShares Core S&P Small-Cap ETF (IJR) stake by 10% in Q1 2026, buying an estimated $133K and bringing the position to 11,367 shares worth $1.41M. The position accounts for 0.81% of the portfolio, ranked #31.

Coordinated Financial Services first reported a position in IJR in Q1 2024 and has held it in 8 quarters since. 2,754 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Coordinated Financial Services held 11,367 shares of iShares Core S&P Small-Cap ETF worth $1.41M as of Q1 2026.
Coordinated Financial Services bought 1,047 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $133K.
iShares Core S&P Small-Cap ETF made up 0.81% of Coordinated Financial Services's portfolio in Q1 2026, its #31 holding.
Coordinated Financial Services first reported a position in iShares Core S&P Small-Cap ETF in Q1 2024 and has held it in 8 quarters since.
2,754 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.