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

Greystone 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 		$733K Buy
4,943
+2,597
+111% +$356K 0.2% 56
2026
Q1 		$292K Sell
2,346
-1,246
-35% -$158K 0.08% 71
2025
Q4 		$432K Sell
3,592
-3,289
-48% -$393K 0.07% 89
2025
Q3 		$818K Buy
+6,881
New +$791K 0.13% 75
2025
Q2 		– Sell
-3,420
Closed -$358K – 100
2025
Q1 		$358K Sell
3,420
-2,937
-46% -$331K 0.06% 92
2024
Q4 		$732K Sell
6,357
-1,553
-20% -$186K 0.13% 73
2024
Q3 		$925K Buy
+7,910
New +$894K 0.17% 69
2024
Q1 		– Sell
-6,216
Closed -$673K – 115
2023
Q4 		$673K Sell
6,216
-82
-1% -$7.9K 0.16% 73
2023
Q3 		$594K Sell
6,298
-2,834
-31% -$283K 0.15% 74
2023
Q2 		$910K Buy
9,132
+1,077
+13% +$103K 0.21% 60
2023
Q1 		$779K Sell
8,055
-1,954
-20% -$195K 0.2% 59
2022
Q4 		$947K Sell
10,009
-81
-0.8% -$7.77K 0.28% 48
2022
Q3 		$880K Sell
10,090
-3,217
-24% -$312K 0.3% 47
2022
Q2 		$1.23M Sell
13,307
-1,095
-8% -$109K 0.38% 47
2022
Q1 		$1.55M Sell
14,402
-4,538
-24% -$490K 0.39% 53
2021
Q4 		$2.17M Sell
18,940
-3,731
-16% -$425K 0.52% 46
2021
Q3 		$2.48M Sell
22,671
-8,720
-28% -$960K 0.74% 43
2021
Q2 		$3.55M Buy
31,391
+17,059
+119% +$1.9M 0.88% 42
2021
Q1 		$1.57M Sell
14,332
-10,861
-43% -$1.14M 0.4% 49
2020
Q4 		$2.67M Buy
+25,193
New +$2.07M 0.73% 43

Other funds holding IJR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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

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

Greystone Financial Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 111% in Q2 2026, buying an estimated $356K and bringing the position to 4,943 shares worth $733K. The position accounts for 0.2% of the portfolio, ranked #56.

Greystone Financial Group first reported a position in IJR in Q4 2020 and has held it in 20 quarters since. The position peaked at $3.55M in Q2 2021. 1,546 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Greystone Financial Group held 4,943 shares of iShares Core S&P Small-Cap ETF worth $733K as of Q2 2026.
  • Greystone Financial Group bought 2,597 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $356K.
  • iShares Core S&P Small-Cap ETF made up 0.2% of Greystone Financial Group's portfolio in Q2 2026, its #56 holding.
  • Greystone Financial Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 20 quarters since.
  • Greystone Financial Group's iShares Core S&P Small-Cap ETF position peaked at $3.55M in Q2 2021.
  • 1,546 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Greystone Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.