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

Larson 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 		$1.31M Buy
8,827
+3,229
+58% +$443K 0.03% 317
2026
Q1 		$696K Sell
5,598
-1,272
-19% -$162K 0.02% 392
2025
Q4 		$826K Sell
6,870
-542
-7% -$64.8K 0.03% 346
2025
Q3 		$881K Sell
7,412
-154
-2% -$17.7K 0.03% 334
2025
Q2 		$827K Sell
7,566
-1,839
-20% -$190K 0.03% 328
2025
Q1 		$984K Sell
9,405
-9,769
-51% -$1.1M 0.05% 269
2024
Q4 		$2.21M Buy
19,174
+2,226
+13% +$266K 0.11% 157
2024
Q3 		$1.98M Buy
16,948
+2,973
+21% +$336K 0.11% 162
2024
Q2 		$1.49M Buy
13,975
+2,391
+21% +$256K 0.1% 163
2024
Q1 		$1.28M Buy
11,584
+6,194
+115% +$658K 0.1% 157
2023
Q4 		$583K Buy
5,390
+91
+2% +$8.77K 0.05% 199
2023
Q3 		$500K Buy
5,299
+95
+2% +$9.49K 0.05% 196
2023
Q2 		$519K Sell
5,204
-6,589
-56% -$627K 0.05% 192
2023
Q1 		$1.14M Sell
11,793
-4,022
-25% -$402K 0.12% 144
2022
Q4 		$1.5M Buy
15,815
+12,458
+371% +$1.19M 0.18% 115
2022
Q3 		$293K Buy
3,357
+175
+5% +$17K 0.04% 228
2022
Q2 		$294K Buy
3,182
+64
+2% +$6.37K 0.05% 147
2022
Q1 		$336K Sell
3,118
-192
-6% -$20.7K 0.05% 142
2021
Q4 		$379K Sell
3,310
-1,119
-25% -$128K 0.06% 138
2021
Q3 		$484K Sell
4,429
-179
-4% -$19.7K 0.1% 88
2021
Q2 		$521K Buy
4,608
+246
+6% +$27.4K 0.12% 71
2021
Q1 		$473K Sell
4,362
-252
-5% -$26.4K 0.14% 64
2020
Q4 		$424K Sell
4,614
-562
-11% -$46.2K 0.14% 63
2020
Q3 		$363K Sell
5,176
-843
-14% -$60.4K 0.15% 63
2020
Q2 		$411K Buy
6,019
+1,919
+47% +$121K 0.2% 63
2020
Q1 		$230K Buy
4,100
+1,000
+32% +$74.5K 0.14% 74
2019
Q4 		$260K Buy
3,100
+340
+12% +$27.4K 0.15% 67
2019
Q3 		$215K Sell
2,760
-295
-10% -$22.8K 0.14% 71
2019
Q2 		$239K Sell
3,055
-238
-7% -$18.5K 0.18% 52
2019
Q1 		$254K Buy
3,293
+4
+0.1% +$307 0.2% 47
2018
Q4 		$228K Buy
+3,289
New +$254K 0.21% 49
2018
Q1 		– Sell
-6,476
Closed -$497K – 55
2017
Q4 		$497K Buy
+6,476
New +$488K 0.42% 38

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

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

Larson Financial Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 58% in Q2 2026, buying an estimated $443K and bringing the position to 8,827 shares worth $1.31M. The position accounts for 0.03% of the portfolio, ranked #317.

Larson Financial Group first reported a position in IJR in Q4 2017 and has held it in 32 quarters since. The position peaked at $2.21M in Q4 2024. 2,833 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Larson Financial Group held 8,827 shares of iShares Core S&P Small-Cap ETF worth $1.31M as of Q2 2026.
  • Larson Financial Group bought 3,229 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $443K.
  • iShares Core S&P Small-Cap ETF made up 0.03% of Larson Financial Group's portfolio in Q2 2026, its #317 holding.
  • Larson Financial Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2017 and has held it in 32 quarters since.
  • Larson Financial Group's iShares Core S&P Small-Cap ETF position peaked at $2.21M in Q4 2024.
  • 2,833 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.