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

Souders 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 		$304K Sell
2,050
-8
-0.4% -$1.1K 0.03% 190
2026
Q1 		$256K Sell
2,058
-134
-6% -$17K 0.03% 197
2025
Q4 		$263K Sell
2,192
-56
-2% -$6.7K 0.03% 189
2025
Q3 		$267K Sell
2,248
-1,932
-46% -$222K 0.03% 178
2025
Q2 		$457K Sell
4,180
-2,417
-37% -$250K 0.06% 138
2025
Q1 		$690K Sell
6,597
-31,402
-83% -$3.54M 0.1% 115
2024
Q4 		$4.38M Sell
37,999
-2,165
-5% -$259K 0.61% 39
2024
Q3 		$4.7M Sell
40,164
-40,694
-50% -$4.6M 0.65% 42
2024
Q2 		$8.62M Buy
80,858
+2,887
+4% +$309K 1.3% 21
2024
Q1 		$8.62M Buy
77,971
+3,080
+4% +$327K 1.36% 20
2023
Q4 		$8.11M Buy
74,891
+2,941
+4% +$283K 1.39% 19
2023
Q3 		$6.79M Buy
71,950
+2,497
+4% +$249K 1.3% 21
2023
Q2 		$6.92M Buy
69,453
+34,734
+100% +$3.31M 1.32% 20
2023
Q1 		$3.36M Buy
34,719
+10,339
+42% +$1.03M 0.71% 40
2022
Q4 		$2.31M Buy
24,380
+1,570
+7% +$151K 0.53% 61
2022
Q3 		$1.99M Buy
22,810
+1,599
+8% +$155K 0.54% 61
2022
Q2 		$1.96M Buy
21,211
+1,984
+10% +$197K 0.56% 55
2022
Q1 		$2.07M Buy
19,227
+831
+5% +$89.7K 0.6% 51
2021
Q4 		$2.11M Buy
18,396
+1,256
+7% +$143K 0.6% 53
2021
Q3 		$1.87M Buy
17,140
+1,001
+6% +$110K 0.6% 52
2021
Q2 		$1.82M Sell
16,139
-583
-3% -$65K 0.61% 51
2021
Q1 		$1.81M Buy
16,722
+399
+2% +$41.8K 0.71% 45
2020
Q4 		$1.5M Buy
16,323
+208
+1% +$17.1K 0.65% 45
2020
Q3 		$1.32M Sell
16,115
-313
-2% -$22.4K 0.62% 47
2020
Q2 		$1.12M Buy
16,428
+2,189
+15% +$138K 0.64% 47
2020
Q1 		$799K Buy
+14,239
New +$1.06M 0.71% 38

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

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

Souders Financial Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.39% in Q2 2026, selling an estimated $1.1K and leaving 2,050 shares worth $304K. The position accounts for 0.03% of the portfolio, ranked #190.

Souders Financial Advisors first reported a position in IJR in Q1 2020 and has held it in 26 quarters since. The position peaked at $8.62M in Q2 2024. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Souders Financial Advisors held 2,050 shares of iShares Core S&P Small-Cap ETF worth $304K as of Q2 2026.
  • Souders Financial Advisors sold 8 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $1.1K.
  • iShares Core S&P Small-Cap ETF made up 0.03% of Souders Financial Advisors's portfolio in Q2 2026, its #190 holding.
  • Souders Financial Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q1 2020 and has held it in 26 quarters since.
  • Souders Financial Advisors's iShares Core S&P Small-Cap ETF position peaked at $8.62M in Q2 2024.
  • 2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.