FSAG
IJR icon

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

Financial Solutions Advisory Group’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 		$7.15M Sell
49,143
-392
-0.8% -$53.8K 0.9% 22
2026
Q1 		$6.16M Buy
+49,535
New +$6.29M 0.85% 23

Other funds holding IJR

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Financial Solutions Advisory Group's IJR Position: Q2 2026 in Review

Financial Solutions Advisory Group reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.79% in Q2 2026, selling an estimated $53.8K and leaving 49,143 shares worth $7.15M. The position accounts for 0.9% of the portfolio, ranked #22.

Financial Solutions Advisory Group first reported a position in IJR in Q1 2026 and has held it in 2 quarters since. 900 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Financial Solutions Advisory Group held 49,143 shares of iShares Core S&P Small-Cap ETF worth $7.15M as of Q2 2026.
  • Financial Solutions Advisory Group sold 392 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $53.8K.
  • iShares Core S&P Small-Cap ETF made up 0.9% of Financial Solutions Advisory Group's portfolio in Q2 2026, its #22 holding.
  • Financial Solutions Advisory Group first reported a position in iShares Core S&P Small-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 900 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Financial Solutions Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.