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

Sound Financial Strategies 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
Q1 		$1.22M Buy
9,850
+1,429
+17% +$182K 0.84% 25
2025
Q4 		$1.01M Sell
8,421
-58
-0.7% -$6.94K 0.71% 30
2025
Q3 		$1.01M Buy
8,479
+1,057
+14% +$122K 0.74% 30
2025
Q2 		$811K Sell
7,422
-51
-0.7% -$5.27K 0.69% 37
2025
Q1 		$781K Buy
7,473
+4,011
+116% +$453K 0.7% 34
2024
Q4 		$399K Sell
3,462
-400
-10% -$47.8K 0.33% 75
2024
Q3 		$452K Sell
3,862
-32
-0.8% -$3.62K 0.36% 74
2024
Q2 		$415K Buy
+3,894
New +$417K 0.36% 73
2023
Q2 		– Sell
-7
Closed -$677 – 75
2023
Q1 		$677 Buy
+7
New +$700 ﹤0.01% 56
2021
Q2 		– Sell
-45
Closed -$5K – 102
2021
Q1 		$5K Sell
45
-4
-8% -$419 ﹤0.01% 85
2020
Q4 		$5K Sell
49
-4,580
-99% -$376K ﹤0.01% 79
2020
Q3 		$325K Buy
4,629
+2
+0% +$143 0.21% 58
2020
Q2 		$316K Buy
4,627
+61
+1% +$3.85K 0.2% 58
2020
Q1 		$256K Sell
4,566
-213
-4% -$15.9K 0.17% 58
2019
Q4 		$401K Buy
+4,779
New +$384K 0.25% 58

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sound Financial Strategies Group's IJR Position: Q1 2026 in Review

Sound Financial Strategies Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 17% in Q1 2026, buying an estimated $182K and bringing the position to 9,850 shares worth $1.22M. The position accounts for 0.84% of the portfolio, ranked #25.

Sound Financial Strategies Group first reported a position in IJR in Q4 2019 and has held it in 15 quarters since. 2,736 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Sound Financial Strategies Group held 9,850 shares of iShares Core S&P Small-Cap ETF worth $1.22M as of Q1 2026.
  • Sound Financial Strategies Group bought 1,429 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $182K.
  • iShares Core S&P Small-Cap ETF made up 0.84% of Sound Financial Strategies Group's portfolio in Q1 2026, its #25 holding.
  • Sound Financial Strategies Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 15 quarters since.
  • 2,736 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Sound Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.