Graney & King’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Graney & King’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	$58.6K	Buy	395 +293	+287%	+$40.2K	0.02%	143
2026 Q1	$12.7K	Sell	102 -186	-65%	-$23.6K	0.01%	225
2025 Q4	$34.6K	Sell	288 -122	-30%	-$14.6K	0.02%	162
2025 Q3	$48.8K	Buy	410 +1	+0.2%	+$115	0.03%	137
2025 Q2	$44.7K	Buy	409 +11	+3%	+$1.14K	0.03%	137
2025 Q1	$41.7K	Buy	398 +194	+95%	+$21.9K	0.03%	138
2024 Q4	$23.4K	Buy	+204	New	+$24.4K	0.02%	171

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

Graney & King's IJR Position: Q2 2026 in Review

Graney & King increased its iShares Core S&P Small-Cap ETF (IJR) stake by 287% in Q2 2026, buying an estimated $40.2K and bringing the position to 395 shares worth $58.6K. The position accounts for 0.02% of the portfolio, ranked #143.

Graney & King first reported a position in IJR in Q4 2024 and has held it in 7 quarters since. 2,833 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Graney & King held 395 shares of iShares Core S&P Small-Cap ETF worth $58.6K as of Q2 2026.
Graney & King bought 293 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $40.2K.
iShares Core S&P Small-Cap ETF made up 0.02% of Graney & King's portfolio in Q2 2026, its #143 holding.
Graney & King first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,833 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Graney & King's 13F filing for Q2 2026, filed 7 Aug 2026.