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

Financial Perspectives’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 		$752K Buy
5,069
+9
+0.2% +$1.24K 0.18% 78
2026
Q1 		$629K Buy
5,060
+148
+3% +$18.8K 0.18% 75
2025
Q4 		$590K Buy
4,912
+168
+4% +$20.1K 0.16% 83
2025
Q3 		$564K Sell
4,744
-88
-2% -$10.1K 0.16% 83
2025
Q2 		$528K Buy
4,832
+24
+0.5% +$2.48K 0.16% 85
2025
Q1 		$503K Buy
4,808
+206
+4% +$23.2K 0.17% 78
2024
Q4 		$530K Buy
4,602
+262
+6% +$31.3K 0.18% 79
2024
Q3 		$508K Buy
4,340
+81
+2% +$9.15K 0.18% 76
2024
Q2 		$454K Buy
4,259
+217
+5% +$23.2K 0.17% 79
2024
Q1 		$447K Buy
4,042
+625
+18% +$66.4K 0.17% 77
2023
Q4 		$370K Buy
3,417
+262
+8% +$25.3K 0.15% 85
2023
Q3 		$298K Buy
3,155
+247
+8% +$24.7K 0.14% 88
2023
Q2 		$290K Buy
2,908
+51
+2% +$4.86K 0.13% 98
2023
Q1 		$276K Buy
2,857
+200
+8% +$20K 0.13% 99
2022
Q4 		$251K Sell
2,657
-2
-0.1% -$192 0.13% 102
2022
Q3 		$232K Buy
2,659
+310
+13% +$30.1K 0.13% 105
2022
Q2 		$217K Buy
2,349
+19
+0.8% +$1.89K 0.12% 109
2022
Q1 		$251K Buy
2,330
+203
+10% +$21.9K 0.12% 112
2021
Q4 		$244K Buy
2,127
+51
+2% +$5.81K 0.12% 106
2021
Q3 		$227K Buy
2,076
+24
+1% +$2.64K 0.11% 109
2021
Q2 		$232K Buy
2,052
+272
+15% +$30.3K 0.11% 117
2021
Q1 		$193K Buy
1,780
+78
+5% +$8.16K 0.1% 125
2020
Q4 		$156K Buy
1,702
+17
+1% +$1.4K 0.09% 136
2020
Q3 		$118K Hold
1,685
– – 0.08% 143
2020
Q2 		$115K Hold
1,685
– – 0.08% 128
2020
Q1 		$94.5K Hold
1,685
– – 0.08% 116
2019
Q4 		$141K Buy
+1,685
New +$136K 0.1% 101

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Financial Perspectives's IJR Position: Q2 2026 in Review

Financial Perspectives increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.18% in Q2 2026, buying an estimated $1.24K and bringing the position to 5,069 shares worth $752K. The position accounts for 0.18% of the portfolio, ranked #78.

Financial Perspectives first reported a position in IJR in Q4 2019 and has held it in 27 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Financial Perspectives held 5,069 shares of iShares Core S&P Small-Cap ETF worth $752K as of Q2 2026.
  • Financial Perspectives bought 9 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $1.24K.
  • iShares Core S&P Small-Cap ETF made up 0.18% of Financial Perspectives's portfolio in Q2 2026, its #78 holding.
  • Financial Perspectives first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.