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

Financial Services Advisory’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	$36.4M	Buy	245,460 +198,794	+426%	+$27.3M	9.12%	3
2026 Q1	$5.8M	Buy	+46,666	New	+$5.93M	2.76%	12
2024 Q1	–	Sell	-67,190	Closed	-$7.27M	–	57
2023 Q4	$7.27M	Buy	+67,190	New	+$6.48M	2.08%	16
2020 Q3	–	Sell	-68,475	Closed	-$4.68M	–	23
2020 Q2	$4.68M	Buy	+68,475	New	+$4.32M	2.37%	14
2018 Q3	–	Sell	-84,227	Closed	-$7.03M	–	19
2018 Q2	$7.03M	Buy	84,227 +22,650	+37%	+$1.85M	6.07%	6
2018 Q1	$4.74M	Buy	+61,577	New	+$4.79M	5.06%	10

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 Services Advisory's IJR Position: Q2 2026 in Review

Financial Services Advisory increased its iShares Core S&P Small-Cap ETF (IJR) stake by 426% in Q2 2026, buying an estimated $27.3M and bringing the position to 245,460 shares worth $36.4M. The position accounts for 9.12% of the portfolio, ranked #3.

Financial Services Advisory first reported a position in IJR in Q1 2018 and has held it in 6 quarters since. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Financial Services Advisory held 245,460 shares of iShares Core S&P Small-Cap ETF worth $36.4M as of Q2 2026.
Financial Services Advisory bought 198,794 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $27.3M.
iShares Core S&P Small-Cap ETF made up 9.12% of Financial Services Advisory's portfolio in Q2 2026, its #3 holding.
Financial Services Advisory first reported a position in iShares Core S&P Small-Cap ETF in Q1 2018 and has held it in 6 quarters since.
2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Financial Services Advisory's 13F filing for Q2 2026, filed 3 Aug 2026.