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

Professional 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	$457K	Sell	3,082 -2,639	-46%	-$362K	0.08%	95
2026 Q1	$711K	Sell	5,721 -236	-4%	-$30K	0.14%	83
2025 Q4	$716K	Sell	5,957 -23	-0.4%	-$2.75K	0.15%	74
2025 Q3	$711K	Sell	5,980 -64	-1%	-$7.36K	0.15%	76
2025 Q2	$661K	Sell	6,044 -225	-4%	-$23.3K	0.15%	74
2025 Q1	$656K	Sell	6,269 -183	-3%	-$20.6K	0.17%	73
2024 Q4	$743K	Buy	6,452 +42	+0.7%	+$5.02K	0.19%	72
2024 Q3	$750K	Buy	6,410 +153	+2%	+$17.3K	0.19%	69
2024 Q2	$667K	Buy	6,257 +1,035	+20%	+$111K	0.18%	70
2024 Q1	$577K	Sell	5,222 -336	-6%	-$35.7K	0.17%	73
2023 Q4	$602K	Buy	5,558 +4	+0.1%	+$386	0.2%	62
2023 Q3	$524K	Sell	5,554 -262	-5%	-$26.2K	0.24%	67
2023 Q2	$580K	Sell	5,816 -1,123	-16%	-$107K	0.3%	53
2023 Q1	$749K	Buy	6,939 +871	+14%	+$87.1K	0.44%	42
2022 Q4	$574K	Sell	6,068 -155	-2%	-$14.9K	0.39%	53
2022 Q3	$543K	Buy	6,223 +19	+0.3%	+$1.85K	0.33%	51
2022 Q2	$573K	Sell	6,204 -735	-11%	-$73.1K	0.32%	58
2022 Q1	$749K	Sell	6,939 -597	-8%	-$64.4K	0.32%	54
2021 Q4	$863K	Sell	7,536 -169	-2%	-$19.3K	0.37%	49
2021 Q3	$841K	Buy	7,705 +20	+0.3%	+$2.2K	0.48%	40
2021 Q2	$866K	Buy	7,685 +10	+0.1%	+$1.11K	0.48%	40
2021 Q1	$833K	Sell	7,675 -12,328	-62%	-$1.29M	0.52%	41
2020 Q4	$1.84M	Sell	20,003 -164	-0.8%	-$13.5K	1.45%	13
2020 Q3	$1.45M	Buy	20,167 +414	+2%	+$29.7K	1.35%	16
2020 Q2	$1.35M	Sell	19,753 -5,981	-23%	-$378K	1.77%	14
2020 Q1	$1.63M	Buy	25,734 +3,639	+16%	+$271K	2.95%	8
2019 Q4	$1.85M	Buy	+22,095	New	+$1.78M	1.76%	16

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

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

Professional Financial Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 46% in Q2 2026, selling an estimated $362K and leaving 3,082 shares worth $457K. The position accounts for 0.08% of the portfolio, ranked #95.

Professional Financial Advisors first reported a position in IJR in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.85M in Q4 2019. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Professional Financial Advisors held 3,082 shares of iShares Core S&P Small-Cap ETF worth $457K as of Q2 2026.
Professional Financial Advisors sold 2,639 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $362K.
iShares Core S&P Small-Cap ETF made up 0.08% of Professional Financial Advisors's portfolio in Q2 2026, its #95 holding.
Professional Financial Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 27 quarters since.
Professional Financial Advisors's iShares Core S&P Small-Cap ETF position peaked at $1.85M in Q4 2019.
2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Professional Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.