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

Cosner 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	$1.14M	Sell	7,663 -1,050	-12%	-$144K	0.58%	19
2026 Q1	$1.08M	Sell	8,713 -323	-4%	-$41K	0.59%	20
2025 Q4	$1.09M	Sell	9,036 -81	-0.9%	-$9.69K	0.55%	21
2025 Q3	$1.08M	Buy	9,117 +28	+0.3%	+$3.22K	0.58%	21
2025 Q2	$993K	Sell	9,089 -33	-0.4%	-$3.41K	0.55%	23
2025 Q1	$961K	Buy	+9,122	New	+$1.03M	0.59%	23

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

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

Cosner Financial Group reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 12% in Q2 2026, selling an estimated $144K and leaving 7,663 shares worth $1.14M. The position accounts for 0.58% of the portfolio, ranked #19.

Cosner Financial Group first reported a position in IJR in Q1 2025 and has held it in 6 quarters since. 2,848 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Cosner Financial Group held 7,663 shares of iShares Core S&P Small-Cap ETF worth $1.14M as of Q2 2026.
Cosner Financial Group sold 1,050 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $144K.
iShares Core S&P Small-Cap ETF made up 0.58% of Cosner Financial Group's portfolio in Q2 2026, its #19 holding.
Cosner Financial Group first reported a position in iShares Core S&P Small-Cap ETF in Q1 2025 and has held it in 6 quarters since.
2,848 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Cosner Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.