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

Sage Financial Management Group’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	$2.67M	Sell	18,034 -125	-0.7%	-$17.2K	0.73%	21
2026 Q1	$2.26M	Sell	18,159 -63	-0.3%	-$8K	0.69%	21
2025 Q4	$2.19M	Hold	18,222	–	–	0.67%	21
2025 Q3	$2.17M	Sell	18,222 -1,079	-6%	-$124K	0.69%	20
2025 Q2	$2.11M	Sell	19,301 -5,051	-21%	-$522K	0.73%	20
2025 Q1	$2.55M	Sell	24,352 -658	-3%	-$74.3K	0.92%	19
2024 Q4	$2.88M	Sell	25,010 -66	-0.3%	-$7.88K	1.07%	19
2024 Q3	$2.93M	Buy	+25,076	New	+$2.83M	1.14%	19
2024 Q2	–	Sell	-24,802	Closed	-$2.74M	–	23
2024 Q1	$2.74M	Buy	24,802 +901	+4%	+$95.7K	1.3%	19
2023 Q4	$2.59M	Sell	23,901 -74	-0.3%	-$7.13K	1.39%	17
2023 Q3	$2.26M	Buy	+23,975	New	+$2.4M	1.36%	17
2023 Q2	–	Sell	-15,268	Closed	-$1.48M	–	14
2023 Q1	$1.48M	Sell	15,268 -9,441	-38%	-$944K	1.19%	18
2022 Q4	$2.34M	Buy	24,709 +9,618	+64%	+$923K	1.63%	15
2022 Q3	$1.32M	Sell	15,091 -9,532	-39%	-$926K	1.16%	17
2022 Q2	$2.27M	Buy	24,623 +241	+1%	+$24K	1.59%	15
2022 Q1	$2.63M	Sell	24,382 -1	-0%	-$108	1.8%	13
2021 Q4	$2.79M	Buy	+24,383	New	+$2.78M	1.86%	13
2021 Q3	–	Sell	-25,034	Closed	-$2.83M	–	13
2021 Q2	$2.83M	Buy	25,034 +2,022	+9%	+$226K	2.58%	10
2021 Q1	$2.5M	Sell	23,012 -6,002	-21%	-$628K	1.92%	13
2020 Q4	$2.67M	Buy	+29,014	New	+$2.38M	2.09%	13

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

Sage Financial Management Group's IJR Position: Q2 2026 in Review

Sage Financial Management Group reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.69% in Q2 2026, selling an estimated $17.2K and leaving 18,034 shares worth $2.67M. The position accounts for 0.73% of the portfolio, ranked #21.

Sage Financial Management Group first reported a position in IJR in Q4 2020 and has held it in 20 quarters since. The position peaked at $2.93M in Q3 2024. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Sage Financial Management Group held 18,034 shares of iShares Core S&P Small-Cap ETF worth $2.67M as of Q2 2026.
Sage Financial Management Group sold 125 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $17.2K.
iShares Core S&P Small-Cap ETF made up 0.73% of Sage Financial Management Group's portfolio in Q2 2026, its #21 holding.
Sage Financial Management Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 20 quarters since.
Sage Financial Management Group's iShares Core S&P Small-Cap ETF position peaked at $2.93M in Q3 2024.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Sage Financial Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.