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

Farrell 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	$236K	Buy	+1,590	New	+$218K	0.13%	75

Other funds holding IJR

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Farrell Financial's IJR Position: Q2 2026 in Review

Farrell Financial opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 1,590 shares worth $236K. The stake represents 0.13% of the portfolio and ranks #75 among its holdings.

575 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Farrell Financial held 1,590 shares of iShares Core S&P Small-Cap ETF worth $236K as of Q2 2026.
iShares Core S&P Small-Cap ETF was a new Farrell Financial position in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.13% of Farrell Financial's portfolio in Q2 2026, its #75 holding.
575 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Farrell Financial's 13F filing for Q2 2026, filed 10 Jul 2026.