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

Robinswood 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	$54.3K	Hold	366	–	–	0.02%	140
2026 Q1	$45.5K	Buy	366 +112	+44%	+$14.2K	0.01%	148
2025 Q4	$30.6K	Sell	254 -142	-36%	-$17K	0.01%	182
2025 Q3	$47.2K	Buy	396 +12	+3%	+$1.38K	0.02%	142
2025 Q2	$42K	Buy	384 +1	+0.3%	+$103	0.01%	150
2025 Q1	$40.1K	Sell	383 -6	-2%	-$677	0.01%	144
2024 Q4	$44.9K	Buy	389 +3	+0.8%	+$358	0.02%	126
2024 Q3	$45.2K	Sell	386 -17	-4%	-$1.92K	0.02%	131
2024 Q2	$43K	Buy	+403	New	+$43.1K	0.02%	128

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 22.9% 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

Robinswood Financial's IJR Position: Q2 2026 in Review

Robinswood Financial held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 366 shares worth $54.3K. The position accounts for 0.02% of the portfolio, ranked #140.

Robinswood Financial first reported a position in IJR in Q2 2024 and has held it in 9 quarters since. 2,851 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Robinswood Financial held 366 shares of iShares Core S&P Small-Cap ETF worth $54.3K as of Q2 2026.
Robinswood Financial left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.02% of Robinswood Financial's portfolio in Q2 2026, its #140 holding.
Robinswood Financial first reported a position in iShares Core S&P Small-Cap ETF in Q2 2024 and has held it in 9 quarters since.
2,851 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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