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Frankly Finances’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Frankly Finances’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 		$102K Hold
690
– – 0.08% 54
2026
Q1 		$85.8K Hold
690
– – 0.08% 51
2025
Q4 		$82.9K Buy
+690
New +$82.5K 0.08% 50

Other funds holding IJR

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Frankly Finances's IJR Position: Q2 2026 in Review

Frankly Finances held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 690 shares worth $102K. The position accounts for 0.08% of the portfolio, ranked #54.

Frankly Finances first reported a position in IJR in Q4 2025 and has held it in 3 quarters since. 2,148 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Frankly Finances held 690 shares of iShares Core S&P Small-Cap ETF worth $102K as of Q2 2026.
  • Frankly Finances left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
  • iShares Core S&P Small-Cap ETF made up 0.08% of Frankly Finances's portfolio in Q2 2026, its #54 holding.
  • Frankly Finances first reported a position in iShares Core S&P Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,148 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Frankly Finances's 13F filing for Q2 2026, filed 13 Jul 2026.