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

Lantz 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 		$585K Hold
3,942
– – 0.11% 162
2026
Q1 		$490K Buy
3,942
+51
+1% +$6.48K 0.1% 169
2025
Q4 		$468K Sell
3,891
-241
-6% -$28.8K 0.1% 166
2025
Q3 		$491K Hold
4,132
– – 0.11% 159
2025
Q2 		$452K Sell
4,132
-48
-1% -$4.96K 0.11% 152
2025
Q1 		$437K Buy
4,180
+239
+6% +$27K 0.12% 147
2024
Q4 		$454K Sell
3,941
-11
-0.3% -$1.31K 0.12% 147
2024
Q3 		$462K Sell
3,952
-71
-2% -$8.02K 0.13% 141
2024
Q2 		$429K Buy
4,023
+12
+0.3% +$1.28K 0.13% 138
2024
Q1 		$443K Sell
4,011
-193
-5% -$20.5K 0.14% 138
2023
Q4 		$455K Buy
+4,204
New +$405K 0.16% 127
2023
Q3 		– Sell
-2,013
Closed -$201K – 191
2023
Q2 		$201K Sell
2,013
-200
-9% -$19K 0.08% 184
2023
Q1 		$214K Sell
2,213
-5,649
-72% -$565K 0.09% 173
2022
Q4 		$744K Buy
7,862
+361
+5% +$34.6K 0.34% 76
2022
Q3 		$654K Buy
7,501
+3,389
+82% +$329K 0.34% 77
2022
Q2 		$380K Sell
4,112
-7,703
-65% -$766K 0.17% 114
2022
Q1 		$1.27M Sell
11,815
-1,324
-10% -$143K 0.52% 58
2021
Q4 		$1.5M Buy
13,139
+2,241
+21% +$255K 0.69% 43
2021
Q3 		$1.19M Buy
10,898
+2,121
+24% +$234K 0.61% 51
2021
Q2 		$992K Buy
8,777
+5,601
+176% +$625K 0.51% 58
2021
Q1 		$345K Buy
+3,176
New +$332K 0.2% 98
2020
Q1 		– Sell
-43,795
Closed -$3.67M – 117
2019
Q4 		$3.67M Buy
43,795
+1,520
+4% +$122K 2.17% 6
2019
Q3 		$3.19M Sell
42,275
-426
-1% -$33K 2.16% 6
2019
Q2 		$3.33M Buy
42,701
+14
+0% +$1.09K 2.25% 6
2019
Q1 		$3.29M Buy
+42,687
New +$3.28M 2.39% 6

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Lantz Financial's IJR Position: Q2 2026 in Review

Lantz Financial held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 3,942 shares worth $585K. The position accounts for 0.11% of the portfolio, ranked #162.

Lantz Financial first reported a position in IJR in Q1 2019 and has held it in 25 quarters since. The position peaked at $3.67M in Q4 2019. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Lantz Financial held 3,942 shares of iShares Core S&P Small-Cap ETF worth $585K as of Q2 2026.
  • Lantz 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 0.11% of Lantz Financial's portfolio in Q2 2026, its #162 holding.
  • Lantz Financial first reported a position in iShares Core S&P Small-Cap ETF in Q1 2019 and has held it in 25 quarters since.
  • Lantz Financial's iShares Core S&P Small-Cap ETF position peaked at $3.67M in Q4 2019.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.