RF
IJR icon

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

Roxbury 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 		$3.42K Buy
+23
New +$3.16K ﹤0.01% 357
2025
Q1 		– Sell
-138
Closed -$17.5K – 382
2024
Q4 		$17.5K Buy
+138
New +$16.5K 0.02% 261

Other funds holding IJR

NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Roxbury Financial's IJR Position: Q2 2026 in Review

Roxbury Financial opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 23 shares worth $3.42K. The stake represents ﹤0.01% of the portfolio and ranks #357 among its holdings. This is a return to the name: Roxbury Financial previously reported a position in IJR as recently as Q4 2024.

Roxbury Financial first reported a position in IJR in Q4 2024 and has held it in 2 quarters since. The position peaked at $17.5K in Q4 2024. 1,062 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Roxbury Financial held 23 shares of iShares Core S&P Small-Cap ETF worth $3.42K as of Q2 2026.
  • iShares Core S&P Small-Cap ETF was a new Roxbury Financial position in Q2 2026.
  • iShares Core S&P Small-Cap ETF made up ﹤0.01% of Roxbury Financial's portfolio in Q2 2026, its #357 holding.
  • Roxbury Financial first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 2 quarters since.
  • Roxbury Financial's iShares Core S&P Small-Cap ETF position peaked at $17.5K in Q4 2024.
  • 1,062 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.