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 Q2	$4.53M	Buy	30,574 +123	+0.4%	+$16.9K	1.47%	26
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 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

Eley Financial Management's IJR Position: Q2 2026 in Review

Eley Financial Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.4% in Q2 2026, buying an estimated $16.9K and bringing the position to 30,574 shares worth $4.53M. The position accounts for 1.47% of the portfolio, ranked #26.

Eley Financial Management first reported a position in IJR in Q4 2022 and has held it in 15 quarters since. 2,848 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Eley Financial Management held 30,574 shares of iShares Core S&P Small-Cap ETF worth $4.53M as of Q2 2026.
Eley Financial Management bought 123 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $16.9K.
iShares Core S&P Small-Cap ETF made up 1.47% of Eley Financial Management's portfolio in Q2 2026, its #26 holding.
Eley Financial Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
2,848 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Eley Financial Management's 13F filing for Q2 2026, filed 11 Aug 2026.