SFG
IJR icon

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

Sovereign Financial 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 		$1.43M Sell
9,622
-231
-2% -$31.7K 0.22% 81
2026
Q1 		$1.22M Sell
9,853
-1,344
-12% -$171K 0.21% 84
2025
Q4 		$1.35M Buy
11,197
+41
+0.4% +$4.9K 0.23% 78
2025
Q3 		$1.33M Buy
11,156
+57
+0.5% +$6.56K 0.25% 75
2025
Q2 		$1.21M Buy
11,099
+924
+9% +$95.5K 0.25% 76
2025
Q1 		$1.06M Sell
10,175
-134
-1% -$15.1K 0.25% 80
2024
Q4 		$1.19M Buy
10,309
+375
+4% +$44.8K 0.27% 73
2024
Q3 		$1.16M Sell
9,934
-184
-2% -$20.8K 0.27% 75
2024
Q2 		$1.08M Sell
10,118
-805
-7% -$86.1K 0.27% 79
2024
Q1 		$1.21M Sell
10,923
-117
-1% -$12.4K 0.32% 62
2023
Q4 		$1.2M Buy
11,040
+408
+4% +$39.3K 0.36% 56
2023
Q3 		$1M Sell
10,632
-960
-8% -$95.9K 0.36% 62
2023
Q2 		$1.16M Buy
11,592
+101
+0.9% +$9.62K 0.38% 62
2023
Q1 		$1.11M Sell
11,491
-2,904
-20% -$290K 0.41% 61
2022
Q4 		$1.36M Buy
14,395
+433
+3% +$41.5K 0.54% 52
2022
Q3 		$1.22M Buy
13,962
+1,815
+15% +$176K 0.49% 49
2022
Q2 		$1.12M Sell
12,147
-2,427
-17% -$241K 0.44% 57
2022
Q1 		$1.57M Sell
14,574
-812
-5% -$87.6K 0.58% 48
2021
Q4 		$1.76M Buy
15,386
+11,985
+352% +$1.37M 0.71% 37
2021
Q3 		$371K Sell
3,401
-412
-11% -$45.4K 0.21% 109
2021
Q2 		$414K Hold
3,813
– – 0.25% 86
2021
Q1 		$414K Sell
3,813
-7
-0.2% -$733 0.26% 84
2020
Q4 		$351K Buy
+3,820
New +$314K 0.25% 80

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

Sovereign Financial Group's IJR Position: Q2 2026 in Review

Sovereign Financial Group reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 2.3% in Q2 2026, selling an estimated $31.7K and leaving 9,622 shares worth $1.43M. The position accounts for 0.22% of the portfolio, ranked #81.

Sovereign Financial Group first reported a position in IJR in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.76M in Q4 2021. 2,833 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Sovereign Financial Group held 9,622 shares of iShares Core S&P Small-Cap ETF worth $1.43M as of Q2 2026.
  • Sovereign Financial Group sold 231 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $31.7K.
  • iShares Core S&P Small-Cap ETF made up 0.22% of Sovereign Financial Group's portfolio in Q2 2026, its #81 holding.
  • Sovereign Financial Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Sovereign Financial Group's iShares Core S&P Small-Cap ETF position peaked at $1.76M in Q4 2021.
  • 2,833 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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