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

Raymond James 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	$2.09B	Sell	14,111,531 -27,196	-0.2%	-$3.73M	0.57%	22
2026 Q1	$1.76B	Buy	14,138,727 +43,210	+0.3%	+$5.49M	0.54%	24
2025 Q4	$1.69B	Buy	14,095,517 +366,136	+3%	+$43.8M	0.53%	25
2025 Q3	$1.63B	Sell	13,729,381 -234,703	-2%	-$27M	0.52%	25
2025 Q2	$1.53B	Sell	13,964,084 -114,798	-0.8%	-$11.9M	0.53%	23
2025 Q1	$1.47B	Sell	14,078,882 -131,333	-0.9%	-$14.8M	0.55%	24
2024 Q4	$1.64B	Buy	+14,210,215	New	+$1.7B	0.6%	22

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial's IJR Position: Q2 2026 in Review

Raymond James Financial reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.19% in Q2 2026, selling an estimated $3.73M and leaving 14,111,531 shares worth $2.09B. The position accounts for 0.57% of the portfolio, ranked #22.

Raymond James Financial first reported a position in IJR in Q4 2024 and has held it in 7 quarters since. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Raymond James Financial held 14,111,531 shares of iShares Core S&P Small-Cap ETF worth $2.09B as of Q2 2026.
Raymond James Financial sold 27,196 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $3.73M.
iShares Core S&P Small-Cap ETF made up 0.57% of Raymond James Financial's portfolio in Q2 2026, its #22 holding.
Raymond James Financial first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.