IFS
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Ifrah Financial Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Ifrah Financial Services’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 		$320K Sell
2,160
-6
-0.3% -$823 0.08% 156
2026
Q1 		$269K Sell
2,166
-293
-12% -$37.2K 0.07% 164
2025
Q4 		$296K Sell
2,459
-14
-0.6% -$1.67K 0.08% 160
2025
Q3 		$294K Buy
2,473
+145
+6% +$16.7K 0.08% 159
2025
Q2 		$254K Sell
2,328
-162
-7% -$16.7K 0.07% 172
2025
Q1 		$260K Sell
2,490
-48
-2% -$5.42K 0.07% 162
2024
Q4 		$292K Sell
2,538
-1,309
-34% -$156K 0.08% 157
2024
Q3 		$450K Buy
3,847
+129
+3% +$14.6K 0.12% 123
2024
Q2 		$397K Buy
3,718
+52
+1% +$5.56K 0.11% 132
2024
Q1 		$405K Buy
3,666
+78
+2% +$8.28K 0.11% 138
2023
Q4 		$388K Buy
3,588
+74
+2% +$7.13K 0.11% 141
2023
Q3 		$331K Buy
3,514
+19
+0.5% +$1.9K 0.1% 147
2023
Q2 		$348K Buy
3,495
+172
+5% +$16.4K 0.11% 144
2023
Q1 		$321K Buy
3,323
+272
+9% +$27.2K 0.1% 149
2022
Q4 		$289K Buy
3,051
+454
+17% +$43.5K 0.09% 157
2022
Q3 		$226K Buy
2,597
+8
+0.3% +$777 0.08% 170
2022
Q2 		$239K Hold
2,589
– – 0.08% 173
2022
Q1 		$279K Buy
2,589
+24
+0.9% +$2.59K 0.08% 175
2021
Q4 		$294K Buy
2,565
+30
+1% +$3.42K 0.08% 170
2021
Q3 		$277K Buy
2,535
+2
+0.1% +$220 0.08% 166
2021
Q2 		$286K Hold
2,533
– – 0.08% 170
2021
Q1 		$275K Sell
2,533
-229
-8% -$24K 0.08% 171
2020
Q4 		$254K Buy
+2,762
New +$227K 0.08% 165
2020
Q1 		– Sell
-2,605
Closed -$218K – 187
2019
Q4 		$218K Buy
+2,605
New +$210K 0.08% 179
2019
Q2 		– Sell
-2,686
Closed -$207K – 188
2019
Q1 		$207K Buy
+2,686
New +$206K 0.08% 175
2018
Q4 		– Sell
-2,567
Closed -$224K – 195
2018
Q3 		$224K Sell
2,567
-170
-6% -$14.9K 0.08% 176
2018
Q2 		$228K Buy
2,737
+4
+0.1% +$326 0.08% 161
2018
Q1 		$210K Buy
+2,733
New +$213K 0.08% 181

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Ifrah Financial Services's IJR Position: Q2 2026 in Review

Ifrah Financial Services reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.28% in Q2 2026, selling an estimated $823 and leaving 2,160 shares worth $320K. The position accounts for 0.08% of the portfolio, ranked #156.

Ifrah Financial Services first reported a position in IJR in Q1 2018 and has held it in 28 quarters since. The position peaked at $450K in Q3 2024. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Ifrah Financial Services held 2,160 shares of iShares Core S&P Small-Cap ETF worth $320K as of Q2 2026.
  • Ifrah Financial Services sold 6 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $823.
  • iShares Core S&P Small-Cap ETF made up 0.08% of Ifrah Financial Services's portfolio in Q2 2026, its #156 holding.
  • Ifrah Financial Services first reported a position in iShares Core S&P Small-Cap ETF in Q1 2018 and has held it in 28 quarters since.
  • Ifrah Financial Services's iShares Core S&P Small-Cap ETF position peaked at $450K in Q3 2024.
  • 2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Ifrah Financial Services's 13F filing for Q2 2026, filed 21 Jul 2026.