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

Financial Management Network’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	$27M	Sell	184,764 -3,806	-2%	-$522K	3.87%	5
2026 Q1	$24.7M	Sell	188,570 -3,427	-2%	-$435K	3.78%	5
2025 Q4	$23.3M	Buy	191,997 +2,068	+1%	+$247K	3.69%	5
2025 Q3	$22.7M	Buy	189,929 +8,126	+4%	+$935K	3.75%	5
2025 Q2	$20.6M	Buy	181,803 +14,482	+9%	+$1.5M	3.68%	4
2025 Q1	$15.6M	Buy	167,321 +42,830	+34%	+$4.83M	3.51%	5
2024 Q4	$14.5M	Buy	124,491 +18,121	+17%	+$2.16M	3.01%	6
2024 Q3	$12.3M	Buy	106,370 +5,850	+6%	+$661K	2.58%	9
2024 Q2	$10.6M	Sell	100,520 -4,098	-4%	-$438K	2.55%	10
2024 Q1	$11.2M	Buy	104,618 +15,242	+17%	+$1.62M	2.83%	8
2023 Q4	$9.33M	Sell	89,376 -6,249	-7%	-$602K	2.72%	9
2023 Q3	$8.77M	Buy	95,625 +955	+1%	+$95.4K	2.9%	10
2023 Q2	$9.49M	Buy	94,670 +106	+0.1%	+$10.1K	3.31%	7
2023 Q1	$8.97M	Buy	94,564 +4,399	+5%	+$440K	3.6%	6
2022 Q4	$8.62M	Buy	90,165 +6,708	+8%	+$643K	3.84%	5
2022 Q3	$7.74M	Buy	83,457 +10,727	+15%	+$1.04M	3.82%	5
2022 Q2	$6.78M	Buy	72,730 +12,394	+21%	+$1.23M	3.61%	6
2022 Q1	$6.55M	Buy	60,336 +7,596	+14%	+$820K	3.33%	7
2021 Q4	$6.15M	Buy	52,740 +6,240	+13%	+$711K	2.82%	7
2021 Q3	$5.16M	Buy	46,500 +2,509	+6%	+$276K	2.61%	7
2021 Q2	$4.95M	Sell	43,991 -2,647	-6%	-$295K	2.52%	8
2021 Q1	$5.21M	Buy	46,638 +212	+0.5%	+$22.2K	2.7%	7
2020 Q4	$4.69M	Buy	+46,426	New	+$3.81M	2.89%	8

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 Management Network's IJR Position: Q2 2026 in Review

Financial Management Network reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 2% in Q2 2026, selling an estimated $522K and leaving 184,764 shares worth $27M. The position accounts for 3.87% of the portfolio, ranked #5.

Financial Management Network first reported a position in IJR in Q4 2020 and has held it in 23 quarters since. 2,839 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Financial Management Network held 184,764 shares of iShares Core S&P Small-Cap ETF worth $27M as of Q2 2026.
Financial Management Network sold 3,806 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $522K.
iShares Core S&P Small-Cap ETF made up 3.87% of Financial Management Network's portfolio in Q2 2026, its #5 holding.
Financial Management Network first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
2,839 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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