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

Helen Stephens 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	$759K	Sell	5,120 -102	-2%	-$14K	0.13%	71
2026 Q1	$649K	Buy	5,222 +2,578	+98%	+$328K	0.13%	68
2025 Q4	$318K	Sell	2,644 -10	-0.4%	-$1.2K	0.07%	89
2025 Q3	$315K	Buy	2,654 +72	+3%	+$8.28K	0.07%	83
2025 Q2	$282K	Sell	2,582 -534	-17%	-$55.2K	0.07%	71
2025 Q1	$326K	Sell	3,116 -21	-0.7%	-$2.37K	0.09%	64
2024 Q4	$361K	Sell	3,137 -513	-14%	-$61.3K	0.11%	63
2024 Q3	$427K	Sell	3,650 -366	-9%	-$41.3K	0.13%	59
2024 Q2	$428K	Sell	4,016 -224	-5%	-$24K	0.15%	59
2024 Q1	$469K	Sell	4,240 -2,048	-33%	-$217K	0.18%	48
2023 Q4	$681K	Buy	6,288 +1,103	+21%	+$106K	0.31%	41
2023 Q3	$489K	Buy	5,185 +591	+13%	+$59K	0.25%	43
2023 Q2	$458K	Sell	4,594 -22	-0.5%	-$2.1K	0.23%	46
2023 Q1	$446K	Buy	4,616 +158	+4%	+$15.8K	0.23%	48
2022 Q4	$422K	Buy	+4,458	New	+$428K	0.25%	49

Other funds holding IJR

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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 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

Helen Stephens Group's IJR Position: Q2 2026 in Review

Helen Stephens Group reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 2% in Q2 2026, selling an estimated $14K and leaving 5,120 shares worth $759K. The position accounts for 0.13% of the portfolio, ranked #71.

Helen Stephens Group first reported a position in IJR in Q4 2022 and has held it in 15 quarters since. 1,512 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Helen Stephens Group held 5,120 shares of iShares Core S&P Small-Cap ETF worth $759K as of Q2 2026.
Helen Stephens Group sold 102 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $14K.
iShares Core S&P Small-Cap ETF made up 0.13% of Helen Stephens Group's portfolio in Q2 2026, its #71 holding.
Helen Stephens Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
1,512 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.