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

Montgomery 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	$59.9K	Buy	+404	New	+$55.4K	0.05%	64

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Montgomery Financial Services opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 404 shares worth $59.9K. The stake represents 0.05% of the portfolio and ranks #64 among its holdings.

2,757 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Montgomery Financial Services held 404 shares of iShares Core S&P Small-Cap ETF worth $59.9K as of Q2 2026.
iShares Core S&P Small-Cap ETF was a new Montgomery Financial Services position in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.05% of Montgomery Financial Services's portfolio in Q2 2026, its #64 holding.
2,757 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.