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

JSF 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	$2.35M	Buy	15,817 +1,190	+8%	+$163K	0.37%	37
2026 Q1	$1.82M	Sell	14,627 -3,001	-17%	-$381K	0.36%	36
2025 Q4	$2.12M	Sell	17,628 -799	-4%	-$95.6K	0.44%	32
2025 Q3	$2.19M	Sell	18,427 -361	-2%	-$41.5K	0.49%	31
2025 Q2	$2.05M	Buy	18,788 +409	+2%	+$42.3K	0.49%	31
2025 Q1	$1.92M	Sell	18,379 -30,891	-63%	-$3.49M	0.51%	30
2024 Q4	$5.68M	Buy	49,270 +32,452	+193%	+$3.88M	1.52%	13
2024 Q3	$1.97M	Sell	16,818 -419	-2%	-$47.3K	0.57%	31
2024 Q2	$1.84M	Sell	17,237 -108	-0.6%	-$11.6K	0.56%	32
2024 Q1	$1.92M	Sell	17,345 -2,207	-11%	-$234K	0.6%	28
2023 Q4	$2.12M	Buy	19,552 +594	+3%	+$57.2K	0.73%	25
2023 Q3	$1.79M	Sell	18,958 -41,675	-69%	-$4.16M	0.69%	27
2023 Q2	$6.04M	Sell	60,633 -800	-1%	-$76.2K	2.14%	13
2023 Q1	$5.94M	Sell	61,433 -2,407	-4%	-$241K	2.22%	13
2022 Q4	$6.04M	Buy	63,840 +22,203	+53%	+$2.13M	2.26%	14
2022 Q3	$3.63M	Sell	41,637 -2,037	-5%	-$198K	1.38%	22
2022 Q2	$4.04M	Buy	43,674 +3,453	+9%	+$343K	1.83%	15
2022 Q1	$4.34M	Buy	40,221 +24,608	+158%	+$2.66M	1.85%	13
2021 Q4	$1.79M	Buy	15,613 +1,273	+9%	+$145K	0.87%	16
2021 Q3	$1.57M	Buy	14,340 +251	+2%	+$27.6K	0.78%	18
2021 Q2	$1.59M	Buy	14,089 +88	+0.6%	+$9.82K	0.94%	18
2021 Q1	$1.52M	Sell	14,001 -987	-7%	-$103K	0.95%	18
2020 Q4	$1.38M	Sell	14,988 -573	-4%	-$47.1K	0.96%	17
2020 Q3	$1.09M	Buy	15,561 +2,660	+21%	+$191K	0.86%	18
2020 Q2	$881K	Sell	12,901 -7,621	-37%	-$481K	0.76%	18
2020 Q1	$1.15M	Buy	20,522 +952	+5%	+$70.9K	1.17%	14
2019 Q4	$1.64M	Sell	19,570 -494	-2%	-$39.7K	1.62%	10
2019 Q3	$1.56M	Sell	20,064 -1,309	-6%	-$101K	1.7%	10
2019 Q2	$1.67M	Buy	21,373 +695	+3%	+$54K	1.82%	9
2019 Q1	$1.59M	Sell	20,678 -15,862	-43%	-$1.22M	1.76%	11
2018 Q4	$2.53M	Buy	+36,540	New	+$2.82M	2.59%	9

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

JSF Financial's IJR Position: Q2 2026 in Review

JSF Financial increased its iShares Core S&P Small-Cap ETF (IJR) stake by 8.1% in Q2 2026, buying an estimated $163K and bringing the position to 15,817 shares worth $2.35M. The position accounts for 0.37% of the portfolio, ranked #37.

JSF Financial first reported a position in IJR in Q4 2018 and has held it in 31 quarters since. The position peaked at $6.04M in Q2 2023. 2,839 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

JSF Financial held 15,817 shares of iShares Core S&P Small-Cap ETF worth $2.35M as of Q2 2026.
JSF Financial bought 1,190 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $163K.
iShares Core S&P Small-Cap ETF made up 0.37% of JSF Financial's portfolio in Q2 2026, its #37 holding.
JSF Financial first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 31 quarters since.
JSF Financial's iShares Core S&P Small-Cap ETF position peaked at $6.04M in Q2 2023.
2,839 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on JSF Financial's 13F filing for Q2 2026, filed 28 Jul 2026.