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

Petix & Botte 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	$314K	Buy	2,115 +1,425	+207%	+$196K	0.06%	121
2026 Q1	$267K	Sell	690 -1,476	-68%	-$188K	0.06%	121
2025 Q4	$260K	Buy	2,166 +2	+0.1%	+$239	0.06%	116
2025 Q3	$257K	Sell	2,164 -38	-2%	-$4.37K	0.06%	120
2025 Q2	$241K	Hold	2,202	–	–	0.06%	121
2025 Q1	$230K	Sell	2,202 -80	-4%	-$9.03K	0.06%	119
2024 Q4	$263K	Sell	2,282 -79	-3%	-$9.44K	0.07%	112
2024 Q3	$276K	Sell	2,361 -2	-0.1%	-$226	0.07%	104
2024 Q2	$252K	Sell	2,363 -86,275	-97%	-$9.23M	0.07%	106
2024 Q1	$9.8M	Buy	88,638 +85,826	+3,052%	+$9.11M	2.43%	14
2023 Q4	$304K	Sell	2,812 -7	-0.2%	-$675	0.09%	95
2023 Q3	$266K	Sell	2,819 -2	-0.1%	-$200	0.08%	101
2023 Q2	$281K	Buy	+2,821	New	+$269K	0.09%	100
2022 Q2	–	Sell	-2,118	Closed	-$228K	–	88
2022 Q1	$228K	Buy	+2,118	New	+$229K	0.07%	106
2021 Q4	–	Sell	-2,118	Closed	-$231K	–	92
2021 Q3	$231K	Buy	+2,118	New	+$233K	0.08%	101

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

Petix & Botte Financial's IJR Position: Q2 2026 in Review

Petix & Botte Financial increased its iShares Core S&P Small-Cap ETF (IJR) stake by 207% in Q2 2026, buying an estimated $196K and bringing the position to 2,115 shares worth $314K. The position accounts for 0.06% of the portfolio, ranked #121.

Petix & Botte Financial first reported a position in IJR in Q3 2021 and has held it in 15 quarters since. The position peaked at $9.8M in Q1 2024. 2,847 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Petix & Botte Financial held 2,115 shares of iShares Core S&P Small-Cap ETF worth $314K as of Q2 2026.
Petix & Botte Financial bought 1,425 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $196K.
iShares Core S&P Small-Cap ETF made up 0.06% of Petix & Botte Financial's portfolio in Q2 2026, its #121 holding.
Petix & Botte Financial first reported a position in iShares Core S&P Small-Cap ETF in Q3 2021 and has held it in 15 quarters since.
Petix & Botte Financial's iShares Core S&P Small-Cap ETF position peaked at $9.8M in Q1 2024.
2,847 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Petix & Botte Financial's 13F filing for Q2 2026, filed 4 Aug 2026.