Jim Saulnier & Associates’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Jim Saulnier & Associates’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	$313K	Buy	2,109 +279	+15%	+$38.3K	0.13%	123
2026 Q1	$227K	Buy	1,830 +2	+0.1%	+$254	0.11%	131
2025 Q4	$220K	Buy	1,828 +18	+1%	+$2.15K	0.11%	136
2025 Q3	$215K	Sell	1,810 -72	-4%	-$8.28K	0.12%	132
2025 Q2	$206K	Buy	+1,882	New	+$195K	0.14%	112
2025 Q1	–	Sell	-1,810	Closed	-$209K	–	103
2024 Q4	$209K	Hold	1,810	–	–	0.18%	92
2024 Q3	$212K	Buy	+1,810	New	+$204K	0.21%	79

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

Jim Saulnier & Associates's IJR Position: Q2 2026 in Review

Jim Saulnier & Associates increased its iShares Core S&P Small-Cap ETF (IJR) stake by 15% in Q2 2026, buying an estimated $38.3K and bringing the position to 2,109 shares worth $313K. The position accounts for 0.13% of the portfolio, ranked #123.

Jim Saulnier & Associates first reported a position in IJR in Q3 2024 and has held it in 7 quarters since. 2,845 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Jim Saulnier & Associates held 2,109 shares of iShares Core S&P Small-Cap ETF worth $313K as of Q2 2026.
Jim Saulnier & Associates bought 279 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $38.3K.
iShares Core S&P Small-Cap ETF made up 0.13% of Jim Saulnier & Associates's portfolio in Q2 2026, its #123 holding.
Jim Saulnier & Associates first reported a position in iShares Core S&P Small-Cap ETF in Q3 2024 and has held it in 7 quarters since.
2,845 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Jim Saulnier & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.