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

Sound Stewardship’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 		$7.93M Buy
53,475
+114
+0.2% +$15.6K 3.27% 14
2026
Q1 		$6.63M Sell
53,361
-2,057
-4% -$261K 3.04% 15
2025
Q4 		$6.66M Sell
55,418
-2,002
-3% -$239K 3.19% 12
2025
Q3 		$6.82M Buy
57,420
+5,848
+11% +$673K 3.27% 13
2025
Q2 		$5.64M Buy
51,572
+6,833
+15% +$706K 2.91% 15
2025
Q1 		$4.68M Buy
44,739
+281
+0.6% +$31.7K 2.67% 16
2024
Q4 		$5.12M Sell
44,458
-226
-0.5% -$27K 3.04% 15
2024
Q3 		$5.23M Buy
44,684
+1,532
+4% +$173K 2.93% 15
2024
Q2 		$4.6M Buy
43,152
+529
+1% +$56.6K 2.8% 16
2024
Q1 		$4.71M Buy
42,623
+1,248
+3% +$133K 2.86% 15
2023
Q4 		$4.48M Buy
41,375
+2,883
+7% +$278K 2.96% 13
2023
Q3 		$3.63M Buy
38,492
+24
+0.1% +$2.4K 2.44% 18
2023
Q2 		$3.83M Buy
38,468
+223
+0.6% +$21.2K 2.52% 18
2023
Q1 		$3.7M Buy
38,245
+1,719
+5% +$172K 2.49% 18
2022
Q4 		$3.46M Buy
+36,526
New +$3.5M 2.56% 16

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

Sound Stewardship's IJR Position: Q2 2026 in Review

Sound Stewardship increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.21% in Q2 2026, buying an estimated $15.6K and bringing the position to 53,475 shares worth $7.93M. The position accounts for 3.27% of the portfolio, ranked #14.

Sound Stewardship first reported a position in IJR in Q4 2022 and has held it in 15 quarters since. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Sound Stewardship held 53,475 shares of iShares Core S&P Small-Cap ETF worth $7.93M as of Q2 2026.
  • Sound Stewardship bought 114 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $15.6K.
  • iShares Core S&P Small-Cap ETF made up 3.27% of Sound Stewardship's portfolio in Q2 2026, its #14 holding.
  • Sound Stewardship first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Sound Stewardship's 13F filing for Q2 2026, filed 13 Jul 2026.