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

Rossby 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 		$1.26M Buy
8,562
+3,493
+69% +$479K 0.23% 80
2026
Q1 		$633K Buy
5,069
+1,299
+34% +$165K 0.13% 150
2025
Q4 		$453K Buy
3,770
+309
+9% +$37K 0.14% 128
2025
Q3 		$412K Sell
3,461
-222
-6% -$25.5K 0.13% 140
2025
Q2 		$403K Buy
3,683
+123
+3% +$12.7K 0.15% 140
2025
Q1 		$355K Buy
3,560
+486
+16% +$54.8K 0.15% 141
2024
Q4 		$354K Buy
+3,074
New +$367K 0.22% 117

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

Rossby Financial's IJR Position: Q2 2026 in Review

Rossby Financial increased its iShares Core S&P Small-Cap ETF (IJR) stake by 69% in Q2 2026, buying an estimated $479K and bringing the position to 8,562 shares worth $1.26M. The position accounts for 0.23% of the portfolio, ranked #80.

Rossby Financial first reported a position in IJR in Q4 2024 and has held it in 7 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Rossby Financial held 8,562 shares of iShares Core S&P Small-Cap ETF worth $1.26M as of Q2 2026.
  • Rossby Financial bought 3,493 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $479K.
  • iShares Core S&P Small-Cap ETF made up 0.23% of Rossby Financial's portfolio in Q2 2026, its #80 holding.
  • Rossby Financial first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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