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

Eaton Financial Holdings’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	$209K	Sell	1,408 -6,671	-83%	-$915K	0.06%	127
2026 Q1	$1M	Sell	8,079 -1,182	-13%	-$150K	0.33%	60
2025 Q4	$1.11M	Sell	9,261 -811	-8%	-$97K	0.3%	61
2025 Q3	$1.2M	Sell	10,072 -3,723	-27%	-$428K	0.34%	57
2025 Q2	$1.51M	Buy	13,795 +10,997	+393%	+$1.14M	0.46%	39
2025 Q1	$293K	Buy	2,798 +4	+0.1%	+$451	0.12%	53
2024 Q4	$322K	Sell	2,794 -54,728	-95%	-$6.54M	0.12%	56
2024 Q3	$6.73M	Buy	+57,522	New	+$6.5M	2.74%	11
2024 Q1	$271K	Buy	2,453 +3	+0.1%	+$319	0.14%	55
2023 Q4	$265K	Sell	2,450 -318	-11%	-$30.6K	0.06%	143
2023 Q3	$261K	Sell	2,768 -1	-0%	-$100	0.07%	147
2023 Q2	$276K	Buy	2,769 +430	+18%	+$40.9K	0.21%	48
2023 Q1	$226K	Sell	2,339 -282	-11%	-$28.2K	0.18%	51
2022 Q4	$248K	Buy	+2,621	New	+$251K	0.21%	62

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

Eaton Financial Holdings's IJR Position: Q2 2026 in Review

Eaton Financial Holdings reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 83% in Q2 2026, selling an estimated $915K and leaving 1,408 shares worth $209K. The position accounts for 0.06% of the portfolio, ranked #127.

Eaton Financial Holdings first reported a position in IJR in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.73M in Q3 2024. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Eaton Financial Holdings held 1,408 shares of iShares Core S&P Small-Cap ETF worth $209K as of Q2 2026.
Eaton Financial Holdings sold 6,671 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $915K.
iShares Core S&P Small-Cap ETF made up 0.06% of Eaton Financial Holdings's portfolio in Q2 2026, its #127 holding.
Eaton Financial Holdings first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 14 quarters since.
Eaton Financial Holdings's iShares Core S&P Small-Cap ETF position peaked at $6.73M in Q3 2024.
2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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