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

Ethos Financial 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 		$2.14M Sell
14,480
-3,008
-17% -$413K 0.14% 138
2026
Q1 		$2.14M Buy
17,488
+2,902
+20% +$369K 0.16% 128
2025
Q4 		$1.75M Sell
14,586
-251
-2% -$30K 0.13% 148
2025
Q3 		$1.76M Sell
14,837
-918
-6% -$106K 0.14% 134
2025
Q2 		$1.72M Sell
15,755
-659
-4% -$68.1K 0.15% 130
2025
Q1 		$1.79M Sell
16,414
-99
-0.6% -$11.2K 0.17% 120
2024
Q4 		$1.9M Buy
16,513
+9,303
+129% +$1.11M 0.25% 77
2024
Q3 		$843K Sell
7,210
-536
-7% -$60.6K 0.14% 91
2024
Q2 		$826K Buy
7,746
+2,113
+38% +$226K 0.15% 89
2024
Q1 		$623K Buy
5,633
+158
+3% +$16.8K 0.12% 116
2023
Q4 		$593K Buy
5,475
+310
+6% +$29.9K 0.13% 120
2023
Q3 		$490K Buy
+5,165
New +$516K 0.13% 96

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Ethos Financial Group's IJR Position: Q2 2026 in Review

Ethos Financial Group reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 17% in Q2 2026, selling an estimated $413K and leaving 14,480 shares worth $2.14M. The position accounts for 0.14% of the portfolio, ranked #138.

Ethos Financial Group first reported a position in IJR in Q3 2023 and has held it in 12 quarters since. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Ethos Financial Group held 14,480 shares of iShares Core S&P Small-Cap ETF worth $2.14M as of Q2 2026.
  • Ethos Financial Group sold 3,008 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $413K.
  • iShares Core S&P Small-Cap ETF made up 0.14% of Ethos Financial Group's portfolio in Q2 2026, its #138 holding.
  • Ethos Financial Group first reported a position in iShares Core S&P Small-Cap ETF in Q3 2023 and has held it in 12 quarters since.
  • 2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.