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

DecisionPoint Financial’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	$51K	Hold	346	–	–	0.01%	103
2026 Q1	$43K	Hold	346	–	–	0.01%	97
2025 Q4	$41.6K	Buy	346 +132	+62%	+$15.8K	0.01%	100
2025 Q3	$25.5K	Hold	214	–	–	0.01%	105
2025 Q2	$23.7K	Hold	214	–	–	0.01%	116
2025 Q1	$22.4K	Sell	214 -11	-5%	-$1.24K	0.01%	119
2024 Q4	$25.9K	Hold	225	–	–	0.01%	111
2024 Q3	$26.3K	Hold	225	–	–	0.01%	108
2024 Q2	$26.6K	Hold	225	–	–	0.01%	107
2024 Q1	$23.8K	Hold	225	–	–	0.01%	114
2023 Q4	$24.4K	Buy	225 +168	+295%	+$16.2K	0.01%	100
2023 Q3	$5.38K	Hold	57	–	–	﹤0.01%	153
2023 Q2	$5.68K	Hold	57	–	–	﹤0.01%	134
2023 Q1	$5.51K	Hold	57	–	–	﹤0.01%	132
2022 Q4	$5.39K	Buy	+57	New	+$5.47K	﹤0.01%	113

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

DecisionPoint Financial's IJR Position: Q2 2026 in Review

DecisionPoint Financial held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 346 shares worth $51K. The position accounts for 0.01% of the portfolio, ranked #103.

DecisionPoint Financial first reported a position in IJR in Q4 2022 and has held it in 15 quarters since. 2,845 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

DecisionPoint Financial held 346 shares of iShares Core S&P Small-Cap ETF worth $51K as of Q2 2026.
DecisionPoint Financial left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.01% of DecisionPoint Financial's portfolio in Q2 2026, its #103 holding.
DecisionPoint Financial first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
2,845 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.