JF
IJR icon

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
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JSF Financial's IJR Position: Q1 2026 in Review

JSF Financial reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 17% in Q1 2026, selling an estimated $381K and leaving 14,627 shares worth $1.82M. The position accounts for 0.36% of the portfolio, ranked #36.

JSF Financial first reported a position in IJR in Q4 2018 and has held it in 30 quarters since. The position peaked at $6.04M in Q2 2023. 2,734 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • JSF Financial held 14,627 shares of iShares Core S&P Small-Cap ETF worth $1.82M as of Q1 2026.
  • JSF Financial sold 3,001 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $381K.
  • iShares Core S&P Small-Cap ETF made up 0.36% of JSF Financial's portfolio in Q1 2026, its #36 holding.
  • JSF Financial first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • JSF Financial's iShares Core S&P Small-Cap ETF position peaked at $6.04M in Q2 2023.
  • 2,734 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on JSF Financial's 13F filing for Q1 2026, filed 7 May 2026.