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

LifeSteps 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	$534K	Sell	3,599 -156	-4%	-$21.4K	0.25%	58
2026 Q1	$467K	Sell	3,755 -66	-2%	-$8.38K	0.3%	53
2025 Q4	$459K	Sell	3,821 -49	-1%	-$5.86K	0.29%	55
2025 Q3	$460K	Hold	3,870	–	–	0.3%	51
2025 Q2	$423K	Buy	3,870 +25	+0.7%	+$2.58K	0.29%	54
2025 Q1	$402K	Sell	3,845 -26	-0.7%	-$2.93K	0.33%	50
2024 Q4	$446K	Sell	3,871 -614	-14%	-$73.4K	0.34%	52
2024 Q3	$525K	Sell	4,485 -611	-12%	-$69K	0.41%	48
2024 Q2	$544K	Hold	5,096	–	–	0.45%	43
2024 Q1	$563K	Sell	5,096 -51	-1%	-$5.42K	0.43%	43
2023 Q4	$557K	Sell	5,147 -704	-12%	-$67.8K	0.49%	41
2023 Q3	$552K	Sell	5,851 -327	-5%	-$32.7K	0.56%	40
2023 Q2	$616K	Sell	6,178 -81	-1%	-$7.71K	0.61%	35
2023 Q1	$605K	Sell	6,259 -943	-13%	-$94.3K	0.64%	33
2022 Q4	$682K	Sell	7,202 -3,527	-33%	-$338K	0.71%	31
2022 Q3	$935K	Sell	10,729 -4,996	-32%	-$485K	1.05%	23
2022 Q2	$1.45M	Sell	15,725 -2,852	-15%	-$284K	1.51%	16
2022 Q1	$2M	Buy	18,577 +2,141	+13%	+$231K	1.48%	18
2021 Q4	$1.88M	Buy	16,436 +2,864	+21%	+$326K	1.33%	19
2021 Q3	$1.48M	Buy	13,572 +1,788	+15%	+$197K	1.13%	22
2021 Q2	$1.33M	Buy	11,784 +3,269	+38%	+$365K	1.02%	21
2021 Q1	$924K	Buy	8,515 +5,518	+184%	+$578K	0.77%	24
2020 Q4	$275K	Buy	+2,997	New	+$246K	0.25%	65

Other funds holding IJR

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

LifeSteps Financial's IJR Position: Q2 2026 in Review

LifeSteps Financial reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 4.2% in Q2 2026, selling an estimated $21.4K and leaving 3,599 shares worth $534K. The position accounts for 0.25% of the portfolio, ranked #58.

LifeSteps Financial first reported a position in IJR in Q4 2020 and has held it in 23 quarters since. The position peaked at $2M in Q1 2022. 1,368 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

LifeSteps Financial held 3,599 shares of iShares Core S&P Small-Cap ETF worth $534K as of Q2 2026.
LifeSteps Financial sold 156 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $21.4K.
iShares Core S&P Small-Cap ETF made up 0.25% of LifeSteps Financial's portfolio in Q2 2026, its #58 holding.
LifeSteps Financial first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
LifeSteps Financial's iShares Core S&P Small-Cap ETF position peaked at $2M in Q1 2022.
1,368 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.