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

Cynosure 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	$965K	Buy	6,508 +980	+18%	+$134K	0.15%	42
2026 Q1	$687K	Buy	5,528 +2,579	+87%	+$328K	0.09%	65
2025 Q4	$354K	Buy	+2,949	New	+$353K	0.04%	384
2024 Q4	–	Sell	-2,008	Closed	-$235K	–	374
2024 Q3	$235K	Buy	+2,008	New	+$227K	0.03%	360
2020 Q2	–	Sell	-57,655	Closed	-$3.23M	–	36
2020 Q1	$3.23M	Sell	57,655 -8,084	-12%	-$602K	2.31%	12
2019 Q4	$5.51M	Hold	65,739	–	–	2.94%	7
2019 Q3	$5.12M	Hold	65,739	–	–	2.78%	7
2019 Q2	$5.15M	Hold	65,739	–	–	2.36%	7
2019 Q1	$5.07M	Hold	65,739	–	–	3.14%	7
2018 Q4	$4.56M	Buy	+65,739	New	+$5.08M	2.69%	7

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

Cynosure Group's IJR Position: Q2 2026 in Review

Cynosure Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 18% in Q2 2026, buying an estimated $134K and bringing the position to 6,508 shares worth $965K. The position accounts for 0.15% of the portfolio, ranked #42.

Cynosure Group first reported a position in IJR in Q4 2018 and has held it in 10 quarters since. The position peaked at $5.51M in Q4 2019. 2,842 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Cynosure Group held 6,508 shares of iShares Core S&P Small-Cap ETF worth $965K as of Q2 2026.
Cynosure Group bought 980 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $134K.
iShares Core S&P Small-Cap ETF made up 0.15% of Cynosure Group's portfolio in Q2 2026, its #42 holding.
Cynosure Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 10 quarters since.
Cynosure Group's iShares Core S&P Small-Cap ETF position peaked at $5.51M in Q4 2019.
2,842 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Cynosure Group's 13F filing for Q2 2026, filed 5 Aug 2026.