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

Prospera Financial Services’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 		$8.79M Sell
59,221
-476
-0.8% -$65.3K 0.13% 174
2026
Q1 		$7.43M Sell
59,697
-5,601
-9% -$712K 0.12% 186
2025
Q4 		$7.85M Sell
65,298
-1,114
-2% -$133K 0.13% 173
2025
Q3 		$7.9M Buy
66,412
+969
+1% +$111K 0.13% 162
2025
Q2 		$7.16M Sell
65,443
-13,417
-17% -$1.39M 0.13% 167
2025
Q1 		$8.25M Buy
78,860
+728
+0.9% +$82.1K 0.19% 122
2024
Q4 		$9.01M Buy
78,132
+12,932
+20% +$1.55M 0.21% 110
2024
Q3 		$7.63M Sell
65,200
-4,895
-7% -$553K 0.19% 115
2024
Q2 		$7.48M Buy
70,095
+1,265
+2% +$135K 0.21% 102
2024
Q1 		$7.61M Sell
68,830
-22,211
-24% -$2.36M 0.23% 94
2023
Q4 		$9.86M Buy
91,041
+8,772
+11% +$845K 0.33% 61
2023
Q3 		$7.76M Sell
82,269
-6,674
-8% -$667K 0.3% 70
2023
Q2 		$8.87M Sell
88,943
-4,697
-5% -$447K 0.34% 63
2023
Q1 		$9.06M Buy
93,640
+763
+0.8% +$76.3K 0.37% 53
2022
Q4 		$8.79M Buy
92,877
+3,823
+4% +$367K 0.44% 47
2022
Q3 		$7.77M Buy
89,054
+15,298
+21% +$1.49M 0.41% 43
2022
Q2 		$6.82M Sell
73,756
-14,746
-17% -$1.47M 0.35% 51
2022
Q1 		$9.55M Buy
88,502
+69
+0.1% +$7.45K 0.4% 30
2021
Q4 		$10.1M Buy
88,433
+2,007
+2% +$229K 0.44% 31
2021
Q3 		$9.44M Buy
86,426
+1,041
+1% +$115K 0.47% 25
2021
Q2 		$9.65M Buy
85,385
+3,794
+5% +$423K 0.48% 24
2021
Q1 		$8.86M Buy
81,591
+10,196
+14% +$1.07M 0.53% 21
2020
Q4 		$6.56M Buy
71,395
+46,555
+187% +$3.82M 0.45% 28
2020
Q3 		$1.75M Sell
24,840
-23,650
-49% -$1.69M 0.67% 31
2020
Q2 		$3.31M Buy
48,490
+414
+0.9% +$26.1K 0.29% 83
2020
Q1 		$2.7M Sell
48,076
-502
-1% -$37.4K 0.29% 77
2019
Q4 		$4.07M Buy
48,578
+7,730
+19% +$622K 0.31% 64
2019
Q3 		$3.18M Buy
40,848
+1,659
+4% +$128K 0.33% 58
2019
Q2 		$3.07M Buy
+39,189
New +$3.04M 0.35% 50
2019
Q1 		– Sell
-20,830
Closed -$1.45M – 378
2018
Q4 		$1.45M Buy
20,830
+5,400
+35% +$417K 0.29% 85
2018
Q3 		$1.29M Buy
15,430
+33
+0.2% +$2.89K 0.24% 98
2018
Q2 		$1.29M Buy
15,397
+1,486
+11% +$121K 0.17% 117
2018
Q1 		$1.07M Buy
13,911
+2,302
+20% +$179K 0.15% 135
2017
Q4 		$893K Buy
11,609
+2,424
+26% +$183K 0.14% 141
2017
Q3 		$683K Buy
9,185
+175
+2% +$12.3K 0.1% 180
2017
Q2 		$631K Buy
9,010
+1,064
+13% +$73.7K 0.1% 186
2017
Q1 		$547K Buy
7,946
+3,448
+77% +$238K 0.1% 176
2016
Q4 		$310K Buy
4,498
+882
+24% +$56.9K 0.06% 261
2016
Q3 		$224K Buy
+3,616
New +$221K 0.05% 327
2016
Q2 		– Sell
-6,174
Closed -$348K – 367
2016
Q1 		$348K Sell
6,174
-1,298
-17% -$67.8K 0.08% 189
2015
Q4 		$411K Sell
7,472
-1,062
-12% -$59.8K 0.09% 150
2015
Q3 		$455K Buy
8,534
+3,548
+71% +$201K 0.12% 129
2015
Q2 		$294K Hold
4,986
– – 0.07% 205
2015
Q1 		$294K Buy
4,986
+200
+4% +$11.5K 0.07% 222
2014
Q4 		$273K Sell
4,786
-1,116
-19% -$60.9K 0.07% 217
2014
Q3 		$308K Sell
5,902
-18
-0.3% -$980 0.08% 199
2014
Q2 		$332K Sell
5,920
-240
-4% -$13K 0.09% 183
2014
Q1 		$339K Sell
6,160
-938
-13% -$50.7K 0.11% 147
2013
Q4 		$387K Sell
7,098
-23,258
-77% -$1.22M 0.13% 129
2013
Q3 		$1.53M Sell
30,356
-368
-1% -$17.8K 0.58% 41
2013
Q2 		$1.41M Buy
+30,724
New +$1.36M 0.65% 43

Other funds holding IJR

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Prospera Financial Services's IJR Position: Q2 2026 in Review

Prospera Financial Services reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.8% in Q2 2026, selling an estimated $65.3K and leaving 59,221 shares worth $8.79M. The position accounts for 0.13% of the portfolio, ranked #174.

Prospera Financial Services first reported a position in IJR in Q2 2013 and has held it in 51 quarters since. The position peaked at $10.1M in Q4 2021. 847 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Prospera Financial Services held 59,221 shares of iShares Core S&P Small-Cap ETF worth $8.79M as of Q2 2026.
  • Prospera Financial Services sold 476 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $65.3K.
  • iShares Core S&P Small-Cap ETF made up 0.13% of Prospera Financial Services's portfolio in Q2 2026, its #174 holding.
  • Prospera Financial Services first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 51 quarters since.
  • Prospera Financial Services's iShares Core S&P Small-Cap ETF position peaked at $10.1M in Q4 2021.
  • 847 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.