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Romano Brothers & Co’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Romano Brothers & Co’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 		$6.94M Buy
46,796
+90
+0.2% +$12.4K 0.7% 40
2026
Q1 		$5.81M Sell
46,706
-3,009
-6% -$382K 0.66% 40
2025
Q4 		$5.97M Sell
49,715
-1,023
-2% -$122K 0.68% 37
2025
Q3 		$6.03M Sell
50,738
-2
-0% -$230 0.69% 36
2025
Q2 		$5.55M Sell
50,740
-2,369
-4% -$245K 0.69% 37
2025
Q1 		$5.55M Buy
53,109
+3,985
+8% +$450K 0.72% 35
2024
Q4 		$5.66M Buy
49,124
+3,988
+9% +$476K 0.71% 36
2024
Q3 		$5.28M Buy
45,136
+3,785
+9% +$428K 0.66% 41
2024
Q2 		$4.41M Buy
41,351
+734
+2% +$78.5K 0.61% 47
2024
Q1 		$4.49M Sell
40,617
-450
-1% -$47.8K 0.61% 49
2023
Q4 		$4.45M Sell
41,067
-472
-1% -$45.5K 0.66% 46
2023
Q3 		$3.92M Buy
41,539
+260
+0.6% +$26K 0.61% 50
2023
Q2 		$4.11M Buy
41,279
+1,496
+4% +$142K 0.61% 50
2023
Q1 		$3.85M Buy
39,783
+191
+0.5% +$19.1K 0.59% 56
2022
Q4 		$3.75M Sell
39,592
-591
-1% -$56.7K 0.57% 55
2022
Q3 		$3.5M Buy
+40,183
New +$3.9M 0.57% 56

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

Romano Brothers & Co's IJR Position: Q2 2026 in Review

Romano Brothers & Co increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.19% in Q2 2026, buying an estimated $12.4K and bringing the position to 46,796 shares worth $6.94M. The position accounts for 0.7% of the portfolio, ranked #40.

Romano Brothers & Co first reported a position in IJR in Q3 2022 and has held it in 16 quarters since. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Romano Brothers & Co held 46,796 shares of iShares Core S&P Small-Cap ETF worth $6.94M as of Q2 2026.
  • Romano Brothers & Co bought 90 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $12.4K.
  • iShares Core S&P Small-Cap ETF made up 0.7% of Romano Brothers & Co's portfolio in Q2 2026, its #40 holding.
  • Romano Brothers & Co first reported a position in iShares Core S&P Small-Cap ETF in Q3 2022 and has held it in 16 quarters since.
  • 2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Romano Brothers & Co's 13F filing for Q2 2026, filed 22 Jul 2026.