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Global Financial Private Client’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Global Financial Private Client’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 		$299K Buy
2,018
+122
+6% +$16.7K 0.08% 211
2026
Q1 		$236K Buy
+1,896
New +$241K 0.08% 215
2025
Q4 		– Sell
-1,738
Closed -$207K – 233
2025
Q3 		$207K Buy
+1,738
New +$200K 0.07% 228
2025
Q2 		– Sell
-9,735
Closed -$1.02M – 862
2025
Q1 		$1.02M Sell
9,735
-770
-7% -$86.9K 0.39% 71
2024
Q4 		$1.21M Buy
10,505
+443
+4% +$52.9K 0.45% 57
2024
Q3 		$1.18M Buy
10,062
+5,400
+116% +$610K 0.46% 51
2024
Q2 		$497K Buy
4,662
+3,245
+229% +$347K 0.21% 122
2024
Q1 		$155K Hold
1,417
– – 0.07% 195
2023
Q4 		$153K Sell
1,417
-80
-5% -$7.71K 0.07% 187
2023
Q3 		$139K Hold
1,497
– – 0.07% 185
2023
Q2 		$150K Buy
1,497
+342
+30% +$32.6K 0.07% 187
2023
Q1 		$112K Sell
1,155
-8
-0.7% -$800 0.06% 197
2022
Q4 		$110K Sell
1,163
-1,495
-56% -$143K 0.06% 188
2022
Q3 		$238K Sell
2,658
-1,499
-36% -$146K 0.14% 131
2022
Q2 		$388K Sell
4,157
-1,285
-24% -$128K 0.22% 96
2022
Q1 		$593K Sell
5,442
-833
-13% -$89.9K 0.29% 80
2021
Q4 		$719K Buy
6,275
+470
+8% +$53.6K 0.35% 69
2021
Q3 		$646K Buy
5,805
+2,353
+68% +$259K 0.33% 74
2021
Q2 		$392K Buy
3,452
+2,218
+180% +$247K 0.22% 98
2021
Q1 		$136K Buy
1,234
+1,069
+648% +$112K 0.1% 132
2020
Q4 		$15.2K Buy
+165
New +$13.6K 0.01% 287
2020
Q2 		– Sell
-207
Closed -$10.8K – 526
2020
Q1 		$10.8K Sell
207
-17
-8% -$1.27K 0.01% 348
2019
Q4 		$18.8K Buy
+224
New +$18K 0.02% 336

Other funds holding IJR

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
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

Global Financial Private Client's IJR Position: Q2 2026 in Review

Global Financial Private Client increased its iShares Core S&P Small-Cap ETF (IJR) stake by 6.4% in Q2 2026, buying an estimated $16.7K and bringing the position to 2,018 shares worth $299K. The position accounts for 0.08% of the portfolio, ranked #211.

Global Financial Private Client first reported a position in IJR in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.21M in Q4 2024. 1,512 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Global Financial Private Client held 2,018 shares of iShares Core S&P Small-Cap ETF worth $299K as of Q2 2026.
  • Global Financial Private Client bought 122 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $16.7K.
  • iShares Core S&P Small-Cap ETF made up 0.08% of Global Financial Private Client's portfolio in Q2 2026, its #211 holding.
  • Global Financial Private Client first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 23 quarters since.
  • Global Financial Private Client's iShares Core S&P Small-Cap ETF position peaked at $1.21M in Q4 2024.
  • 1,512 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.