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

Financial Management Professionals’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	$7.63K	Buy	+51	New	+$7K	﹤0.01%	630
2026 Q1	–	Sell	-114	Closed	-$13.7K	–	997
2025 Q4	$13.7K	Buy	+114	New	+$13.6K	﹤0.01%	478
2025 Q3	–	Sell	-55	Closed	-$6.01K	–	999
2025 Q2	$6.01K	Hold	55	–	–	﹤0.01%	609
2025 Q1	$5.75K	Hold	55	–	–	﹤0.01%	611
2024 Q4	$6.34K	Sell	55 -44	-44%	-$5.26K	﹤0.01%	581
2024 Q3	$12K	Buy	99 +55	+125%	+$6.21K	﹤0.01%	500
2024 Q2	$5K	Sell	44 -128	-74%	-$13.7K	﹤0.01%	588
2024 Q1	$19K	Buy	+172	New	+$18.3K	﹤0.01%	423
2023 Q3	–	Sell	-450	Closed	-$45K	–	953
2023 Q2	$45K	Hold	450	–	–	0.01%	269
2023 Q1	$44K	Hold	450	–	–	0.01%	290
2022 Q4	$43K	Hold	450	–	–	0.01%	248
2022 Q3	$39K	Sell	450 -1,362	-75%	-$132K	0.01%	249
2022 Q2	$167K	Buy	1,812 +1,279	+240%	+$127K	0.04%	107
2022 Q1	$58K	Hold	533	–	–	0.01%	227
2021 Q4	$61K	Sell	533 -450	-46%	-$51.3K	0.01%	228
2021 Q3	$107K	Buy	983 +938	+2,084%	+$103K	0.02%	144
2021 Q2	$5K	Buy	+45	New	+$5.02K	﹤0.01%	518
2016 Q3	–	Sell	-114	Closed	-$6K	–	359
2016 Q2	$6K	Buy	+114	New	+$6.5K	﹤0.01%	280

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 Professionals's IJR Position: Q2 2026 in Review

Financial Management Professionals opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 51 shares worth $7.63K. The stake represents ﹤0.01% of the portfolio and ranks #630 among its holdings. This is a return to the name: Financial Management Professionals previously reported a position in IJR as recently as Q4 2025.

Financial Management Professionals first reported a position in IJR in Q2 2016 and has held it in 18 quarters since. The position peaked at $167K in Q2 2022. 2,824 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Financial Management Professionals held 51 shares of iShares Core S&P Small-Cap ETF worth $7.63K as of Q2 2026.
iShares Core S&P Small-Cap ETF was a new Financial Management Professionals position in Q2 2026.
iShares Core S&P Small-Cap ETF made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #630 holding.
Financial Management Professionals first reported a position in iShares Core S&P Small-Cap ETF in Q2 2016 and has held it in 18 quarters since.
Financial Management Professionals's iShares Core S&P Small-Cap ETF position peaked at $167K in Q2 2022.
2,824 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.