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

IRON Financial’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	$354K	Hold	2,388	–	–	0.15%	89
2026 Q1	$297K	Hold	2,388	–	–	0.13%	99
2025 Q4	$287K	Buy	+2,388	New	+$286K	0.13%	96
2015 Q4	–	Sell	-4,168	Closed	-$222K	–	96
2015 Q3	$222K	Hold	4,168	–	–	0.15%	77
2015 Q2	$246K	Sell	4,168 -62,144	-94%	-$3.67M	0.23%	60
2015 Q1	$3.91M	Buy	66,312 +62,144	+1,491%	+$3.56M	3.05%	8
2014 Q4	$2.38K	Hold	4,168	–	–	0.24%	60
2014 Q3	$217K	Hold	4,168	–	–	0.28%	57
2014 Q2	$234K	Buy	+4,168	New	+$225K	0.21%	61
2014 Q1	–	Sell	-4,168	Closed	-$227K	–	80
2013 Q4	$227K	Buy	+4,168	New	+$218K	0.23%	33

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

IRON Financial's IJR Position: Q2 2026 in Review

IRON Financial held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 2,388 shares worth $354K. The position accounts for 0.15% of the portfolio, ranked #89.

IRON Financial first reported a position in IJR in Q4 2013 and has held it in 10 quarters since. The position peaked at $3.91M in Q1 2015. 1,512 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

IRON Financial held 2,388 shares of iShares Core S&P Small-Cap ETF worth $354K as of Q2 2026.
IRON Financial left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.15% of IRON Financial's portfolio in Q2 2026, its #89 holding.
IRON Financial first reported a position in iShares Core S&P Small-Cap ETF in Q4 2013 and has held it in 10 quarters since.
IRON Financial's iShares Core S&P Small-Cap ETF position peaked at $3.91M in Q1 2015.
1,512 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.