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

Financial Network Wealth 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	$60.8K	Hold	410	–	–	0.06%	246
2026 Q1	$51K	Hold	410	–	–	0.05%	277
2025 Q4	$49.3K	Sell	410 -8	-2%	-$957	0.05%	276
2025 Q3	$49.7K	Buy	418 +8	+2%	+$920	0.05%	269
2025 Q2	$44.8K	Sell	410 -16	-4%	-$1.65K	0.05%	273
2025 Q1	$44.5K	Buy	426 +16	+4%	+$1.8K	0.06%	261
2024 Q4	$47.2K	Sell	410 -36	-8%	-$4.3K	0.09%	193
2024 Q3	$52.2K	Sell	446 -409	-48%	-$46.2K	0.04%	276
2024 Q2	$92.9K	Buy	+855	New	+$91.5K	0.07%	231

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 Network Wealth Advisors's IJR Position: Q2 2026 in Review

Financial Network Wealth Advisors held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 410 shares worth $60.8K. The position accounts for 0.06% of the portfolio, ranked #246.

Financial Network Wealth Advisors first reported a position in IJR in Q2 2024 and has held it in 9 quarters since. The position peaked at $92.9K in Q2 2024. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Financial Network Wealth Advisors held 410 shares of iShares Core S&P Small-Cap ETF worth $60.8K as of Q2 2026.
Financial Network Wealth Advisors left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.06% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #246 holding.
Financial Network Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q2 2024 and has held it in 9 quarters since.
Financial Network Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $92.9K in Q2 2024.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.