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

Eley Financial Management’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 		$3.79M Buy
30,451
+440
+1% +$55.9K 1.37% 27
2025
Q4 		$3.61M Buy
30,011
+556
+2% +$66.5K 1.3% 28
2025
Q3 		$3.5M Sell
29,455
-298
-1% -$34.3K 1.26% 27
2025
Q2 		$3.25M Buy
29,753
+690
+2% +$71.3K 1.25% 28
2025
Q1 		$3.05M Buy
29,063
+187
+0.6% +$21.1K 1.22% 29
2024
Q4 		$3.33M Buy
28,876
+107
+0.4% +$12.8K 1.3% 28
2024
Q3 		$3.36M Sell
28,769
-104
-0.4% -$11.8K 1.35% 28
2024
Q2 		$3.08M Buy
28,873
+335
+1% +$35.8K 1.31% 28
2024
Q1 		$3.15M Buy
28,538
+116
+0.4% +$12.3K 1.36% 29
2023
Q4 		$3.08M Buy
28,422
+575
+2% +$55.4K 1.44% 25
2023
Q3 		$2.64M Sell
27,847
-508
-2% -$50.7K 1.35% 25
2023
Q2 		$2.83M Buy
28,355
+721
+3% +$68.7K 1.38% 26
2023
Q1 		$2.67M Sell
27,634
-14
-0.1% -$1.4K 1.38% 26
2022
Q4 		$2.62M Buy
+27,648
New +$2.65M 1.41% 23

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Eley Financial Management's IJR Position: Q1 2026 in Review

Eley Financial Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.5% in Q1 2026, buying an estimated $55.9K and bringing the position to 30,451 shares worth $3.79M. The position accounts for 1.37% of the portfolio, ranked #27.

Eley Financial Management first reported a position in IJR in Q4 2022 and has held it in 14 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Eley Financial Management held 30,451 shares of iShares Core S&P Small-Cap ETF worth $3.79M as of Q1 2026.
  • Eley Financial Management bought 440 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $55.9K.
  • iShares Core S&P Small-Cap ETF made up 1.37% of Eley Financial Management's portfolio in Q1 2026, its #27 holding.
  • Eley Financial Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Eley Financial Management's 13F filing for Q1 2026, filed 15 May 2026.