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

Leverty 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 		$1.83M Sell
12,358
-257
-2% -$35.3K 0.36% 19
2026
Q1 		$1.57M Sell
12,615
-2,119
-14% -$269K 0.35% 17
2025
Q4 		$1.77M Sell
14,734
-5,697
-28% -$681K 0.42% 16
2025
Q3 		$2.43M Buy
20,431
+1,230
+6% +$141K 0.63% 13
2025
Q2 		$2.1M Buy
19,201
+6,660
+53% +$688K 0.63% 14
2025
Q1 		$1.31M Sell
12,541
-110
-0.9% -$12.4K 0.54% 14
2024
Q4 		$1.46M Buy
12,651
+50
+0.4% +$5.97K 0.74% 11
2024
Q3 		$1.47M Sell
12,601
-344
-3% -$38.9K 0.81% 11
2024
Q2 		$1.38M Sell
12,945
-217
-2% -$23.2K 0.82% 12
2024
Q1 		$1.45M Buy
13,162
+372
+3% +$39.5K 0.87% 12
2023
Q4 		$1.38M Sell
12,790
-332
-3% -$32K 0.88% 12
2023
Q3 		$1.24M Buy
13,122
+53
+0.4% +$5.29K 0.9% 11
2023
Q2 		$1.3M Sell
13,069
-68
-0.5% -$6.47K 0.95% 10
2023
Q1 		$1.27M Buy
13,137
+37
+0.3% +$3.7K 1% 10
2022
Q4 		$1.24M Sell
13,100
-971
-7% -$93.1K 1.06% 10
2022
Q3 		$1.23M Sell
14,071
-402
-3% -$39K 1.19% 9
2022
Q2 		$1.34M Sell
14,473
-1,632
-10% -$162K 1.25% 9
2022
Q1 		$1.74M Sell
16,105
-602
-4% -$65K 1.37% 8
2021
Q4 		$1.91M Buy
+16,707
New +$1.9M 1.48% 7

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

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

Leverty Financial Group reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 2% in Q2 2026, selling an estimated $35.3K and leaving 12,358 shares worth $1.83M. The position accounts for 0.36% of the portfolio, ranked #19.

Leverty Financial Group first reported a position in IJR in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.43M in Q3 2025. 2,839 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Leverty Financial Group held 12,358 shares of iShares Core S&P Small-Cap ETF worth $1.83M as of Q2 2026.
  • Leverty Financial Group sold 257 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $35.3K.
  • iShares Core S&P Small-Cap ETF made up 0.36% of Leverty Financial Group's portfolio in Q2 2026, its #19 holding.
  • Leverty Financial Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Leverty Financial Group's iShares Core S&P Small-Cap ETF position peaked at $2.43M in Q3 2025.
  • 2,839 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Leverty Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.