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

Park Square 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	–	Sell	-121	Closed	-$15K	–	236
2026 Q1	$15K	Sell	121 -462	-79%	-$58.7K	0.11%	54
2025 Q4	$67.2K	Buy	583 +200	+52%	+$23.9K	0.4%	22
2025 Q3	$45.5K	Sell	383 -83	-18%	-$9.55K	0.2%	37
2025 Q2	$50.9K	Sell	466 -193	-29%	-$19.9K	0.04%	301
2025 Q1	$68.9K	Sell	659 -685	-51%	-$77.3K	0.05%	230
2024 Q4	$155K	Buy	+1,344	New	+$161K	0.11%	121

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

Park Square Financial Group's IJR Position: Q2 2026 in Review

Park Square Financial Group sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2026, closing a stake of 121 shares — an estimated $15K sold.

Park Square Financial Group first reported a position in IJR in Q4 2024 and held it in 6 quarters. The position peaked at $155K in Q4 2024. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Park Square Financial Group reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
Park Square Financial Group sold 121 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $15K.
Park Square Financial Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and held it in 6 quarters.
Park Square Financial Group's iShares Core S&P Small-Cap ETF position peaked at $155K in Q4 2024.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.