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

Financial Insights’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	$681K	Sell	4,594 -1,000	-18%	-$137K	0.18%	74
2026 Q1	$695K	Buy	5,594 +1,000	+22%	+$127K	0.23%	65
2025 Q4	$552K	Buy	4,594 +2,682	+140%	+$321K	0.19%	72
2025 Q3	$227K	Hold	1,912	–	–	0.08%	128
2025 Q2	$209K	Buy	+1,912	New	+$198K	0.08%	123
2025 Q1	–	Sell	-1,912	Closed	-$220K	–	115
2024 Q4	$220K	Sell	1,912 -2,106	-52%	-$252K	0.08%	101
2024 Q3	$470K	Sell	4,018 -1,029	-20%	-$116K	0.15%	90
2024 Q2	$538K	Buy	5,047 +184	+4%	+$19.7K	0.15%	93
2024 Q1	$537K	Hold	4,863	–	–	0.15%	97
2023 Q4	$526K	Sell	4,863 -140	-3%	-$13.5K	0.16%	94
2023 Q3	$445K	Sell	5,003 -132	-3%	-$13.2K	0.16%	99
2023 Q2	$512K	Buy	5,135 +381	+8%	+$36.3K	0.19%	94
2023 Q1	$460K	Sell	4,754 -639	-12%	-$63.9K	0.19%	91
2022 Q4	$510K	Buy	5,393 +703	+15%	+$67.4K	0.24%	79
2022 Q3	$409K	Buy	+4,690	New	+$456K	0.28%	74
2021 Q3	–	Sell	-552	Closed	-$62.4K	–	147
2021 Q2	$62.4K	Buy	+552	New	+$61.6K	0.05%	141

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 Insights's IJR Position: Q2 2026 in Review

Financial Insights reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 18% in Q2 2026, selling an estimated $137K and leaving 4,594 shares worth $681K. The position accounts for 0.18% of the portfolio, ranked #74.

Financial Insights first reported a position in IJR in Q2 2021 and has held it in 16 quarters since. The position peaked at $695K in Q1 2026. 2,839 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Financial Insights held 4,594 shares of iShares Core S&P Small-Cap ETF worth $681K as of Q2 2026.
Financial Insights sold 1,000 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $137K.
iShares Core S&P Small-Cap ETF made up 0.18% of Financial Insights's portfolio in Q2 2026, its #74 holding.
Financial Insights first reported a position in iShares Core S&P Small-Cap ETF in Q2 2021 and has held it in 16 quarters since.
Financial Insights's iShares Core S&P Small-Cap ETF position peaked at $695K in Q1 2026.
2,839 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Financial Insights's 13F filing for Q2 2026, filed 25 Aug 2026.