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

Reyes Financial Architecture’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	$122K	Sell	824 -4	-0.5%	-$549	0.07%	101
2026 Q1	$103K	Buy	828 +4	+0.5%	+$508	0.08%	103
2025 Q4	$99K	Hold	824	–	–	0.06%	113
2025 Q3	$97.9K	Hold	824	–	–	0.07%	124
2025 Q2	$90.1K	Hold	824	–	–	0.08%	136
2025 Q1	$86.2K	Hold	824	–	–	0.06%	136
2024 Q4	$94.9K	Buy	+824	New	+$98.4K	0.07%	109

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

Reyes Financial Architecture's IJR Position: Q2 2026 in Review

Reyes Financial Architecture reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.48% in Q2 2026, selling an estimated $549 and leaving 824 shares worth $122K. The position accounts for 0.07% of the portfolio, ranked #101.

Reyes Financial Architecture first reported a position in IJR in Q4 2024 and has held it in 7 quarters since. 2,845 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Reyes Financial Architecture held 824 shares of iShares Core S&P Small-Cap ETF worth $122K as of Q2 2026.
Reyes Financial Architecture sold 4 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $549.
iShares Core S&P Small-Cap ETF made up 0.07% of Reyes Financial Architecture's portfolio in Q2 2026, its #101 holding.
Reyes Financial Architecture first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,845 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Reyes Financial Architecture's 13F filing for Q2 2026, filed 17 Jul 2026.