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

Focus Financial Network’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	$4.91M	Buy	33,114 +100	+0.3%	+$13.7K	0.15%	112
2026 Q1	$4.1M	Sell	33,014 -2,148	-6%	-$273K	0.15%	118
2025 Q4	$4.23M	Buy	35,162 +1,085	+3%	+$130K	0.15%	117
2025 Q3	$4.05M	Sell	34,077 -1,240	-4%	-$143K	0.14%	118
2025 Q2	$3.86M	Sell	35,317 -2,113	-6%	-$218K	0.15%	117
2025 Q1	$3.91M	Buy	37,430 +1,352	+4%	+$153K	0.16%	109
2024 Q4	$4.16M	Buy	36,078 +3,368	+10%	+$402K	0.17%	102
2024 Q3	$3.83M	Buy	32,710 +3,170	+11%	+$358K	0.16%	114
2024 Q2	$3.44M	Sell	29,540 -2,008	-6%	-$215K	0.15%	117
2024 Q1	$3.23M	Sell	31,548 -79,427	-72%	-$8.43M	0.16%	118
2023 Q4	$12M	Buy	110,975 +24,709	+29%	+$2.38M	0.45%	43
2023 Q3	$8.18M	Sell	86,266 -2,777	-3%	-$277K	0.46%	44
2023 Q2	$8.87M	Sell	89,043 -1,289	-1%	-$123K	0.49%	43
2023 Q1	$8.74M	Buy	+90,332	New	+$9.03M	0.54%	41
2022 Q4	–	Sell	-99,726	Closed	-$8.7M	–	491
2022 Q3	$8.7M	Buy	99,726 +15,142	+18%	+$1.47M	0.75%	25
2022 Q2	$7.82M	Sell	84,584 -2,013	-2%	-$200K	0.65%	31
2022 Q1	$9.34M	Buy	86,597 +71,033	+456%	+$7.67M	0.65%	30
2021 Q4	$1.78M	Sell	15,564 -267	-2%	-$30.4K	0.26%	90
2021 Q3	$1.73M	Buy	15,831 +68	+0.4%	+$7.49K	0.23%	106
2021 Q2	$1.78M	Sell	15,763 -7,678	-33%	-$856K	0.24%	105
2021 Q1	$2.54M	Sell	23,441 -69,754	-75%	-$7.3M	0.3%	82
2020 Q4	$8.56M	Buy	93,195 +8,261	+10%	+$679K	0.76%	28
2020 Q3	$5.96M	Buy	84,934 +1,810	+2%	+$130K	0.56%	41
2020 Q2	$5.68M	Buy	83,124 +4,266	+5%	+$269K	0.63%	36
2020 Q1	$4.42M	Buy	78,858 +10,131	+15%	+$755K	0.59%	43
2019 Q4	$5.76M	Buy	68,727 +16,778	+32%	+$1.35M	0.71%	32
2019 Q3	$4.04M	Buy	51,949 +8,156	+19%	+$632K	0.56%	41
2019 Q2	$3.43M	Buy	43,793 +9,250	+27%	+$718K	0.51%	45
2019 Q1	$2.66M	Buy	+34,543	New	+$2.65M	0.43%	49

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

Focus Financial Network's IJR Position: Q2 2026 in Review

Focus Financial Network increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.3% in Q2 2026, buying an estimated $13.7K and bringing the position to 33,114 shares worth $4.91M. The position accounts for 0.15% of the portfolio, ranked #112.

Focus Financial Network first reported a position in IJR in Q1 2019 and has held it in 29 quarters since. The position peaked at $12M in Q4 2023. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Focus Financial Network held 33,114 shares of iShares Core S&P Small-Cap ETF worth $4.91M as of Q2 2026.
Focus Financial Network bought 100 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $13.7K.
iShares Core S&P Small-Cap ETF made up 0.15% of Focus Financial Network's portfolio in Q2 2026, its #112 holding.
Focus Financial Network first reported a position in iShares Core S&P Small-Cap ETF in Q1 2019 and has held it in 29 quarters since.
Focus Financial Network's iShares Core S&P Small-Cap ETF position peaked at $12M in Q4 2023.
2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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