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

Rollins 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	$1.25M	Buy	8,419 +2,878	+52%	+$395K	0.16%	69
2026 Q1	$689K	Buy	5,541 +2,115	+62%	+$269K	0.11%	83
2025 Q4	$412K	Sell	3,426 -536	-14%	-$64.1K	0.06%	108
2025 Q3	$471K	Buy	3,962 +1,048	+36%	+$121K	0.07%	95
2025 Q2	$318K	Buy	2,914 +591	+25%	+$61.1K	0.05%	106
2025 Q1	$243K	Sell	2,323 -387	-14%	-$43.7K	0.04%	112
2024 Q4	$312K	Buy	2,710 +50	+2%	+$5.97K	0.05%	102
2024 Q3	$311K	Buy	2,660 +532	+25%	+$60.1K	0.05%	100
2024 Q2	$227K	Sell	2,128 -1,726	-45%	-$185K	0.04%	114
2024 Q1	$426K	Sell	3,854 -385	-9%	-$40.9K	0.08%	81
2023 Q4	$459K	Buy	+4,239	New	+$409K	0.1%	69

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

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

Rollins Financial Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 52% in Q2 2026, buying an estimated $395K and bringing the position to 8,419 shares worth $1.25M. The position accounts for 0.16% of the portfolio, ranked #69.

Rollins Financial Advisors first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Rollins Financial Advisors held 8,419 shares of iShares Core S&P Small-Cap ETF worth $1.25M as of Q2 2026.
Rollins Financial Advisors bought 2,878 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $395K.
iShares Core S&P Small-Cap ETF made up 0.16% of Rollins Financial Advisors's portfolio in Q2 2026, its #69 holding.
Rollins Financial Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Rollins Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.