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

Presper Financial Architects’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	$5.72M	Buy	38,557 +198	+0.5%	+$27.2K	2.98%	9
2026 Q1	$4.77M	Sell	38,359 -67,658	-64%	-$8.6M	2.83%	9
2025 Q4	$12.7M	Buy	106,017 +2,056	+2%	+$246K	7.2%	7
2025 Q3	$12.4M	Sell	103,961 -3,418	-3%	-$393K	7.17%	7
2025 Q2	$11.7M	Buy	+107,379	New	+$11.1M	8.73%	4

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

Presper Financial Architects's IJR Position: Q2 2026 in Review

Presper Financial Architects increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.52% in Q2 2026, buying an estimated $27.2K and bringing the position to 38,557 shares worth $5.72M. The position accounts for 2.98% of the portfolio, ranked #9.

Presper Financial Architects first reported a position in IJR in Q2 2025 and has held it in 5 quarters since. The position peaked at $12.7M in Q4 2025. 2,841 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Presper Financial Architects held 38,557 shares of iShares Core S&P Small-Cap ETF worth $5.72M as of Q2 2026.
Presper Financial Architects bought 198 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $27.2K.
iShares Core S&P Small-Cap ETF made up 2.98% of Presper Financial Architects's portfolio in Q2 2026, its #9 holding.
Presper Financial Architects first reported a position in iShares Core S&P Small-Cap ETF in Q2 2025 and has held it in 5 quarters since.
Presper Financial Architects's iShares Core S&P Small-Cap ETF position peaked at $12.7M in Q4 2025.
2,841 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Presper Financial Architects's 13F filing for Q2 2026, filed 11 Aug 2026.