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

Independent 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 		$8.75M Buy
58,984
+3,882
+7% +$533K 0.16% 120
2026
Q1 		$6.85M Buy
55,102
+2,735
+5% +$347K 0.15% 135
2025
Q4 		$6.29M Buy
52,367
+1,306
+3% +$156K 0.14% 134
2025
Q3 		$6.07M Sell
51,061
-1,047
-2% -$120K 0.15% 133
2025
Q2 		$5.69M Sell
52,108
-4,385
-8% -$453K 0.16% 125
2025
Q1 		$5.91M Sell
56,493
-1,072
-2% -$121K 0.2% 95
2024
Q4 		$6.63M Buy
57,565
+12,044
+26% +$1.44M 0.22% 85
2024
Q3 		$5.32M Sell
45,521
-1,103
-2% -$125K 0.2% 96
2024
Q2 		$4.97M Sell
46,624
-130
-0.3% -$13.9K 0.2% 99
2024
Q1 		$5.17M Buy
46,754
+3,684
+9% +$391K 0.24% 89
2023
Q4 		$4.66M Buy
43,070
+19,354
+82% +$1.87M 0.25% 92
2023
Q3 		$2.24M Buy
23,716
+971
+4% +$97K 0.15% 153
2023
Q2 		$2.27M Sell
22,745
-238
-1% -$22.7K 0.16% 143
2023
Q1 		$2.22M Buy
22,983
+2,849
+14% +$285K 0.18% 129
2022
Q4 		$1.91M Buy
20,134
+18
+0.1% +$1.73K 0.16% 120
2022
Q3 		$1.75M Sell
20,116
-1,257
-6% -$122K 0.16% 124
2022
Q2 		$1.98M Sell
21,373
-3,209
-13% -$319K 0.21% 109
2022
Q1 		$2.65M Buy
24,582
+1,140
+5% +$123K 0.22% 95
2021
Q4 		$2.68M Buy
23,442
+115
+0.5% +$13.1K 0.22% 96
2021
Q3 		$2.55M Buy
23,327
+6,250
+37% +$688K 0.26% 87
2021
Q2 		$1.93M Buy
17,077
+4,044
+31% +$451K 0.2% 110
2021
Q1 		$1.41M Buy
13,033
+1,291
+11% +$135K 0.18% 138
2020
Q4 		$1.08M Buy
11,742
+1,542
+15% +$127K 0.16% 158
2020
Q3 		$716K Sell
10,200
-3,994
-28% -$286K 0.13% 174
2020
Q2 		$969K Sell
14,194
-11,339
-44% -$716K 0.21% 119
2020
Q1 		$1.43M Buy
+25,533
New +$1.9M 0.42% 52

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Independent Financial Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 7% in Q2 2026, buying an estimated $533K and bringing the position to 58,984 shares worth $8.75M. The position accounts for 0.16% of the portfolio, ranked #120.

Independent Financial Group first reported a position in IJR in Q1 2020 and has held it in 26 quarters since. 2,757 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Independent Financial Group held 58,984 shares of iShares Core S&P Small-Cap ETF worth $8.75M as of Q2 2026.
  • Independent Financial Group bought 3,882 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $533K.
  • iShares Core S&P Small-Cap ETF made up 0.16% of Independent Financial Group's portfolio in Q2 2026, its #120 holding.
  • Independent Financial Group first reported a position in iShares Core S&P Small-Cap ETF in Q1 2020 and has held it in 26 quarters since.
  • 2,757 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.