GGM Financials’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

GGM Financials’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	$824K	Buy	5,553 +83	+2%	+$11.4K	0.31%	36
2026 Q1	$680K	Sell	5,470 -39	-0.7%	-$4.96K	0.31%	38
2025 Q4	$662K	Sell	5,509 -18	-0.3%	-$2.15K	0.32%	37
2025 Q3	$657K	Sell	5,527 -317	-5%	-$36.5K	0.33%	37
2025 Q2	$639K	Sell	5,844 -346	-6%	-$35.8K	0.37%	36
2025 Q1	$647K	Sell	6,190 -68	-1%	-$7.67K	0.44%	32
2024 Q4	$721K	Buy	6,258 +45	+0.7%	+$5.38K	0.77%	26
2024 Q3	$727K	Sell	6,213 -35	-0.6%	-$3.95K	0.63%	28
2024 Q2	$666K	Buy	+6,248	New	+$668K	0.61%	29

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

GGM Financials's IJR Position: Q2 2026 in Review

GGM Financials increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.5% in Q2 2026, buying an estimated $11.4K and bringing the position to 5,553 shares worth $824K. The position accounts for 0.31% of the portfolio, ranked #36.

GGM Financials first reported a position in IJR in Q2 2024 and has held it in 9 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

GGM Financials held 5,553 shares of iShares Core S&P Small-Cap ETF worth $824K as of Q2 2026.
GGM Financials bought 83 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $11.4K.
iShares Core S&P Small-Cap ETF made up 0.31% of GGM Financials's portfolio in Q2 2026, its #36 holding.
GGM Financials first reported a position in iShares Core S&P Small-Cap ETF in Q2 2024 and has held it in 9 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on GGM Financials's 13F filing for Q2 2026, filed 23 Jul 2026.