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

Morling Financial Advisors’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	$129K	Buy	868 +185	+27%	+$25.4K	0.04%	95
2026 Q1	$84.9K	Sell	683 -405	-37%	-$51.5K	0.03%	89
2025 Q4	$131K	Sell	1,088 -10	-0.9%	-$1.2K	0.04%	79
2025 Q3	$130K	Buy	1,098 +10	+0.9%	+$1.15K	0.04%	77
2025 Q2	$119K	Hold	1,088	–	–	0.04%	77
2025 Q1	$114K	Sell	1,088 -20	-2%	-$2.26K	0.04%	88
2024 Q4	$128K	Buy	1,108 +20	+2%	+$2.39K	0.04%	78
2024 Q3	$127K	Hold	1,088	–	–	0.05%	75
2024 Q2	$116K	Hold	1,088	–	–	0.05%	68
2024 Q1	$120K	Sell	1,088 -20	-2%	-$2.12K	0.07%	73
2023 Q4	$120K	Buy	1,108 +20	+2%	+$1.93K	0.1%	60
2023 Q3	$103K	Hold	1,088	–	–	0.1%	55
2023 Q2	$108K	Sell	1,088 -299	-22%	-$28.5K	0.1%	56
2023 Q1	$134K	Buy	1,387 +709	+105%	+$70.9K	0.14%	57
2022 Q4	$64.2K	Sell	678 -4	-0.6%	-$384	0.08%	64
2022 Q3	$60K	Buy	682 +3	+0.4%	+$291	0.08%	56
2022 Q2	$63K	Sell	679 -6	-0.9%	-$597	0.08%	60
2022 Q1	$74K	Buy	685 +1	+0.1%	+$108	0.09%	65
2021 Q4	$78K	Buy	+684	New	+$78K	0.07%	62

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

Morling Financial Advisors's IJR Position: Q2 2026 in Review

Morling Financial Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 27% in Q2 2026, buying an estimated $25.4K and bringing the position to 868 shares worth $129K. The position accounts for 0.04% of the portfolio, ranked #95.

Morling Financial Advisors first reported a position in IJR in Q4 2021 and has held it in 19 quarters since. The position peaked at $134K in Q1 2023. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Morling Financial Advisors held 868 shares of iShares Core S&P Small-Cap ETF worth $129K as of Q2 2026.
Morling Financial Advisors bought 185 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $25.4K.
iShares Core S&P Small-Cap ETF made up 0.04% of Morling Financial Advisors's portfolio in Q2 2026, its #95 holding.
Morling Financial Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
Morling Financial Advisors's iShares Core S&P Small-Cap ETF position peaked at $134K in Q1 2023.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Morling Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.