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

Financial Life Advisors’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 		$212K Buy
+1,429
New +$196K 0.06% 57
2025
Q1 		– Sell
-2,362
Closed -$272K – 53
2024
Q4 		$272K Sell
2,362
-460
-16% -$55K 0.1% 39
2024
Q3 		$330K Sell
2,822
-306
-10% -$34.6K 0.12% 37
2024
Q2 		$334K Sell
3,128
-285
-8% -$30.5K 0.14% 41
2024
Q1 		$377K Sell
3,413
-52
-2% -$5.52K 0.16% 42
2023
Q4 		$375K Sell
3,465
-741
-18% -$71.4K 0.16% 44
2023
Q3 		$397K Sell
4,206
-1,011
-19% -$101K 0.17% 38
2023
Q2 		$520K Sell
5,217
-12,084
-70% -$1.15M 0.22% 39
2023
Q1 		$1.67M Sell
17,301
-13,539
-44% -$1.35M 0.72% 29
2022
Q4 		$2.92M Sell
30,840
-7,406
-19% -$710K 1.35% 18
2022
Q3 		$3.33M Sell
38,246
-5,171
-12% -$502K 1.67% 15
2022
Q2 		$4.01M Buy
43,417
+2,207
+5% +$219K 1.88% 15
2022
Q1 		$4.45M Sell
41,210
-321
-0.8% -$34.6K 1.84% 16
2021
Q4 		$4.76M Buy
41,531
+1,779
+4% +$203K 1.87% 15
2021
Q3 		$4.34M Buy
39,752
+2,930
+8% +$323K 1.82% 15
2021
Q2 		$4.16M Sell
36,822
-341
-0.9% -$38K 1.79% 15
2021
Q1 		$4.03M Sell
37,163
-1,340
-3% -$140K 1.88% 16
2020
Q4 		$3.54M Sell
38,503
-237
-0.6% -$19.5K 1.83% 15
2020
Q3 		$2.72M Buy
38,740
+1,389
+4% +$99.5K 1.42% 16
2020
Q2 		$2.55M Sell
37,351
-2,277
-6% -$144K 1.51% 17
2020
Q1 		$2.22M Buy
39,628
+7,375
+23% +$549K 1.52% 17
2019
Q4 		$2.7M Sell
32,253
-1,627
-5% -$131K 1.64% 16
2019
Q3 		$2.64M Buy
33,880
+1,602
+5% +$124K 1.67% 16
2019
Q2 		$2.53M Buy
32,278
+1,751
+6% +$136K 1.67% 16
2019
Q1 		$2.35M Buy
30,527
+1,453
+5% +$112K 1.62% 16
2018
Q4 		$2.02M Buy
29,074
+3,618
+14% +$280K 1.56% 17
2018
Q3 		$2.22M Buy
25,456
+3,060
+14% +$268K 1.63% 19
2018
Q2 		$1.87M Buy
22,396
+6,531
+41% +$532K 1.53% 19
2018
Q1 		$1.19M Sell
15,865
-4,170
-21% -$325K 1.09% 24
2017
Q4 		$1.54M Buy
+20,035
New +$1.51M 1.24% 21

Other funds holding IJR

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Financial Life Advisors's IJR Position: Q2 2026 in Review

Financial Life Advisors opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 1,429 shares worth $212K. The stake represents 0.06% of the portfolio and ranks #57 among its holdings. This is a return to the name: Financial Life Advisors previously reported a position in IJR as recently as Q4 2024.

Financial Life Advisors first reported a position in IJR in Q4 2017 and has held it in 30 quarters since. The position peaked at $4.76M in Q4 2021. 1,477 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Financial Life Advisors held 1,429 shares of iShares Core S&P Small-Cap ETF worth $212K as of Q2 2026.
  • iShares Core S&P Small-Cap ETF was a new Financial Life Advisors position in Q2 2026.
  • iShares Core S&P Small-Cap ETF made up 0.06% of Financial Life Advisors's portfolio in Q2 2026, its #57 holding.
  • Financial Life Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2017 and has held it in 30 quarters since.
  • Financial Life Advisors's iShares Core S&P Small-Cap ETF position peaked at $4.76M in Q4 2021.
  • 1,477 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Financial Life Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.