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

Goldstone Financial 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	$1.73M	Sell	11,675 -278	-2%	-$38.2K	0.16%	94
2026 Q1	$1.49M	Sell	11,953 -11,197	-48%	-$1.42M	0.16%	91
2025 Q4	$2.78M	Buy	23,150 +2,178	+10%	+$260K	0.31%	59
2025 Q3	$2.49M	Sell	20,972 -5,090	-20%	-$585K	0.29%	62
2025 Q2	$2.95M	Buy	26,062 +2,376	+10%	+$246K	0.39%	54
2025 Q1	$2.48M	Sell	23,686 -32,643	-58%	-$3.68M	0.37%	57
2024 Q4	$6.49M	Buy	56,329 +11,722	+26%	+$1.4M	1.02%	30
2024 Q3	$5.22M	Buy	44,607 +4,824	+12%	+$545K	0.91%	32
2024 Q2	$4.24M	Buy	39,783 +6,338	+19%	+$678K	0.85%	33
2024 Q1	$3.7M	Buy	33,445 +2,263	+7%	+$240K	0.85%	31
2023 Q4	$3.38M	Buy	31,182 +6,006	+24%	+$579K	0.87%	31
2023 Q3	$2.37M	Buy	25,176 +2,247	+10%	+$224K	0.7%	32
2023 Q2	$2.28M	Buy	22,929 +2,092	+10%	+$199K	0.67%	30
2023 Q1	$2.01M	Buy	+20,837	New	+$2.08M	0.66%	31

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

Goldstone Financial Group's IJR Position: Q2 2026 in Review

Goldstone Financial Group reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 2.3% in Q2 2026, selling an estimated $38.2K and leaving 11,675 shares worth $1.73M. The position accounts for 0.16% of the portfolio, ranked #94.

Goldstone Financial Group first reported a position in IJR in Q1 2023 and has held it in 14 quarters since. The position peaked at $6.49M in Q4 2024. 2,841 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Goldstone Financial Group held 11,675 shares of iShares Core S&P Small-Cap ETF worth $1.73M as of Q2 2026.
Goldstone Financial Group sold 278 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $38.2K.
iShares Core S&P Small-Cap ETF made up 0.16% of Goldstone Financial Group's portfolio in Q2 2026, its #94 holding.
Goldstone Financial Group first reported a position in iShares Core S&P Small-Cap ETF in Q1 2023 and has held it in 14 quarters since.
Goldstone Financial Group's iShares Core S&P Small-Cap ETF position peaked at $6.49M in Q4 2024.
2,841 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.