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

Financial Freedom LLC’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	$467K	Buy	3,147 +6	+0.2%	+$823	0.21%	70
2026 Q1	$390K	Buy	3,141 +4	+0.1%	+$508	0.19%	75
2025 Q4	$377K	Buy	3,137 +10	+0.3%	+$1.2K	0.19%	74
2025 Q3	$372K	Sell	3,127 -1,495	-32%	-$172K	0.19%	78
2025 Q2	$505K	Sell	4,622 -510	-10%	-$52.7K	0.27%	62
2025 Q1	$537K	Sell	5,132 -2,381	-32%	-$269K	0.31%	57
2024 Q4	$866K	Sell	7,513 -68	-0.9%	-$8.12K	0.46%	41
2024 Q3	$887K	Buy	7,581 +19	+0.3%	+$2.15K	0.47%	41
2024 Q2	$807K	Buy	7,562 +698	+10%	+$74.7K	0.46%	43
2024 Q1	$759K	Buy	6,864 +12	+0.2%	+$1.27K	0.45%	43
2023 Q4	$742K	Sell	6,852 -527	-7%	-$50.8K	0.47%	44
2023 Q3	$696K	Hold	7,379	–	–	0.49%	39
2023 Q2	$735K	Buy	7,379 +1,756	+31%	+$167K	0.52%	37
2023 Q1	$544K	Buy	5,623 +471	+9%	+$47.1K	0.4%	45
2022 Q4	$488K	Buy	+5,152	New	+$494K	0.33%	47

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

Financial Freedom LLC's IJR Position: Q2 2026 in Review

Financial Freedom LLC increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.19% in Q2 2026, buying an estimated $823 and bringing the position to 3,147 shares worth $467K. The position accounts for 0.21% of the portfolio, ranked #70.

Financial Freedom LLC first reported a position in IJR in Q4 2022 and has held it in 15 quarters since. The position peaked at $887K in Q3 2024. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Financial Freedom LLC held 3,147 shares of iShares Core S&P Small-Cap ETF worth $467K as of Q2 2026.
Financial Freedom LLC bought 6 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $823.
iShares Core S&P Small-Cap ETF made up 0.21% of Financial Freedom LLC's portfolio in Q2 2026, its #70 holding.
Financial Freedom LLC first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
Financial Freedom LLC's iShares Core S&P Small-Cap ETF position peaked at $887K in Q3 2024.
2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.