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

Madrona Financial Services’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	$267K	Buy	1,802 +2	+0.1%	+$274	0.05%	116
2026 Q1	$224K	Hold	1,800	–	–	0.05%	110
2025 Q4	$216K	Sell	1,800 -419	-19%	-$50.1K	0.05%	117
2025 Q3	$264K	Buy	2,219 +2	+0.1%	+$230	0.06%	92
2025 Q2	$242K	Buy	2,217 +1	+0%	+$103	0.06%	95
2025 Q1	$232K	Buy	2,216 +363	+20%	+$41K	0.06%	100
2024 Q4	$214K	Buy	1,853 +5	+0.3%	+$597	0.06%	103
2024 Q3	$216K	Sell	1,848 -297	-14%	-$33.6K	0.06%	99
2024 Q2	$229K	Sell	2,145 -89	-4%	-$9.52K	0.07%	86
2024 Q1	$247K	Sell	2,234 -49	-2%	-$5.2K	0.09%	80
2023 Q4	$247K	Sell	2,283 -199	-8%	-$19.2K	0.1%	72
2023 Q3	$234K	Buy	+2,482	New	+$248K	0.11%	88
2021 Q2	–	Sell	-2,830	Closed	-$307K	–	60
2021 Q1	$307K	Buy	+2,830	New	+$296K	0.16%	48

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Madrona Financial Services's IJR Position: Q2 2026 in Review

Madrona Financial Services increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.11% in Q2 2026, buying an estimated $274 and bringing the position to 1,802 shares worth $267K. The position accounts for 0.05% of the portfolio, ranked #116.

Madrona Financial Services first reported a position in IJR in Q1 2021 and has held it in 13 quarters since. The position peaked at $307K in Q1 2021. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Madrona Financial Services held 1,802 shares of iShares Core S&P Small-Cap ETF worth $267K as of Q2 2026.
Madrona Financial Services bought 2 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $274.
iShares Core S&P Small-Cap ETF made up 0.05% of Madrona Financial Services's portfolio in Q2 2026, its #116 holding.
Madrona Financial Services first reported a position in iShares Core S&P Small-Cap ETF in Q1 2021 and has held it in 13 quarters since.
Madrona Financial Services's iShares Core S&P Small-Cap ETF position peaked at $307K in Q1 2021.
2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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