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

Petra 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	$508K	Hold	3,427	–	–	0.24%	99
2026 Q1	$426K	Hold	3,427	–	–	0.26%	88
2025 Q4	$412K	Hold	3,427	–	–	0.24%	104
2025 Q3	$407K	Buy	3,427 +1	+0%	+$115	0.24%	104
2025 Q2	$374K	Hold	3,426	–	–	0.24%	104
2025 Q1	$358K	Sell	3,426 -70	-2%	-$7.9K	0.29%	77
2024 Q4	$403K	Buy	3,496 +1	+0%	+$119	0.27%	95
2024 Q3	$409K	Buy	3,495 +667	+24%	+$75.4K	0.27%	94
2024 Q2	$302K	Sell	2,828 -197	-7%	-$21.1K	0.22%	99
2024 Q1	$334K	Buy	3,025 +197	+7%	+$20.9K	0.25%	94
2023 Q4	$306K	Hold	2,828	–	–	0.26%	91
2023 Q3	$267K	Hold	2,828	–	–	0.22%	102
2023 Q2	$282K	Buy	+2,828	New	+$269K	0.25%	89
2023 Q1	–	Sell	-2,828	Closed	-$268K	–	89
2022 Q4	$268K	Buy	+2,828	New	+$271K	0.29%	79

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

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

Petra Financial Advisors held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 3,427 shares worth $508K. The position accounts for 0.24% of the portfolio, ranked #99.

Petra Financial Advisors first reported a position in IJR in Q4 2022 and has held it in 14 quarters since. 2,846 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Petra Financial Advisors held 3,427 shares of iShares Core S&P Small-Cap ETF worth $508K as of Q2 2026.
Petra Financial Advisors left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.24% of Petra Financial Advisors's portfolio in Q2 2026, its #99 holding.
Petra Financial Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 14 quarters since.
2,846 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Petra Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.