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

JDM 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	$112K	Hold	755	–	–	0.04%	77
2026 Q1	$93.9K	Hold	755	–	–	0.04%	79
2025 Q4	$90.7K	Hold	755	–	–	0.04%	80
2025 Q3	$89.7K	Sell	755 -7	-0.9%	-$805	0.04%	77
2025 Q2	$83.3K	Hold	762	–	–	0.04%	70
2025 Q1	$79.7K	Hold	762	–	–	0.04%	67
2024 Q4	$87.8K	Buy	762 +110	+17%	+$13.1K	0.05%	64
2024 Q3	$76.3K	Sell	652 -75	-10%	-$8.47K	0.04%	66
2024 Q2	$77.6K	Buy	727 +101	+16%	+$10.8K	0.05%	62
2024 Q1	$69.2K	Sell	626 -190	-23%	-$20.2K	0.05%	61
2023 Q4	$88.3K	Buy	816 +2	+0.2%	+$193	0.07%	51
2023 Q3	$76.8K	Hold	814	–	–	0.07%	50
2023 Q2	$81.2K	Buy	814 +1	+0.1%	+$95	0.07%	52
2023 Q1	$78.7K	Buy	813 +536	+194%	+$53.6K	0.07%	52
2022 Q4	$26.3K	Buy	+277	New	+$26.6K	0.03%	92

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

JDM Financial Group held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 755 shares worth $112K. The position accounts for 0.04% of the portfolio, ranked #77.

JDM Financial Group first reported a position in IJR in Q4 2022 and has held it in 15 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

JDM Financial Group held 755 shares of iShares Core S&P Small-Cap ETF worth $112K as of Q2 2026.
JDM Financial Group left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.04% of JDM Financial Group's portfolio in Q2 2026, its #77 holding.
JDM Financial Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.