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

Register 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 		$205K Buy
1,380
+291
+27% +$39.9K 0.06% 232
2026
Q1 		$135K Sell
1,089
-1
-0.1% -$127 0.05% 231
2025
Q4 		$131K Sell
1,090
-28
-3% -$3.35K 0.05% 226
2025
Q3 		$133K Sell
1,118
-16
-1% -$1.84K 0.05% 222
2025
Q2 		$124K Sell
1,134
-83
-7% -$8.58K 0.05% 223
2025
Q1 		$127K Sell
1,217
-12
-1% -$1.35K 0.07% 199
2024
Q4 		$142K Sell
1,229
-71
-5% -$8.48K 0.07% 198
2024
Q3 		$152K Buy
1,300
+2
+0.2% +$226 0.08% 185
2024
Q2 		$138K Sell
1,298
-546
-30% -$58.4K 0.07% 208
2024
Q1 		$204K Sell
1,844
-294
-14% -$31.2K 0.11% 164
2023
Q4 		$231K Buy
2,138
+515
+32% +$49.6K 0.15% 143
2023
Q3 		$153K Sell
1,623
-94
-5% -$9.39K 0.11% 159
2023
Q2 		$171K Buy
1,717
+54
+3% +$5.14K 0.12% 151
2023
Q1 		$161K Sell
1,663
-83
-5% -$8.3K 0.13% 143
2022
Q4 		$165K Buy
+1,746
New +$167K 0.11% 178

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Register Financial Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 27% in Q2 2026, buying an estimated $39.9K and bringing the position to 1,380 shares worth $205K. The position accounts for 0.06% of the portfolio, ranked #232.

Register Financial Advisors first reported a position in IJR in Q4 2022 and has held it in 15 quarters since. The position peaked at $231K in Q4 2023. 2,847 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Register Financial Advisors held 1,380 shares of iShares Core S&P Small-Cap ETF worth $205K as of Q2 2026.
  • Register Financial Advisors bought 291 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $39.9K.
  • iShares Core S&P Small-Cap ETF made up 0.06% of Register Financial Advisors's portfolio in Q2 2026, its #232 holding.
  • Register Financial Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • Register Financial Advisors's iShares Core S&P Small-Cap ETF position peaked at $231K in Q4 2023.
  • 2,847 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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