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

Sowell Financial Services’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 		$7.38M Sell
49,770
-2,034
-4% -$279K 0.24% 88
2026
Q1 		$6.44M Buy
51,804
+1,152
+2% +$146K 0.24% 92
2025
Q4 		$6.09M Buy
50,652
+456
+0.9% +$54.5K 0.22% 96
2025
Q3 		$5.96M Sell
50,196
-858
-2% -$98.7K 0.23% 90
2025
Q2 		$5.58M Sell
51,054
-7,742
-13% -$800K 0.23% 96
2025
Q1 		$6.15M Buy
58,796
+1,155
+2% +$130K 0.28% 72
2024
Q4 		$6.64M Sell
57,641
-19,598
-25% -$2.34M 0.35% 63
2024
Q3 		$9.03M Sell
77,239
-2,809
-4% -$317K 0.42% 55
2024
Q2 		$8.54M Sell
80,048
-3,797
-5% -$406K 0.41% 52
2024
Q1 		$9.27M Buy
83,845
+4,144
+5% +$440K 0.44% 48
2023
Q4 		$8.63M Sell
79,701
-2,691
-3% -$259K 0.47% 51
2023
Q3 		$7.81M Buy
82,392
+16,237
+25% +$1.62M 0.49% 45
2023
Q2 		$6.59M Buy
66,155
+33,505
+103% +$3.19M 0.37% 63
2023
Q1 		$3.16M Sell
32,650
-34,580
-51% -$3.46M 0.24% 98
2022
Q4 		$6.36M Buy
67,230
+32,705
+95% +$3.14M 0.41% 52
2022
Q3 		$3.01M Buy
+34,525
New +$3.35M 0.3% 93
2022
Q1 		– Sell
-43,219
Closed -$4.95M – 324
2021
Q4 		$4.95M Buy
43,219
+4,702
+12% +$536K 0.28% 78
2021
Q3 		$4.21M Buy
38,517
+340
+0.9% +$37.4K 0.28% 89
2021
Q2 		$4.31M Sell
38,177
-34,387
-47% -$3.84M 0.29% 97
2021
Q1 		$8.13M Buy
72,564
+11,526
+19% +$1.21M 0.28% 77
2020
Q4 		$5.61M Buy
61,038
+2,466
+4% +$203K 0.24% 87
2020
Q3 		$4.11M Sell
58,572
-2,271
-4% -$163K 0.21% 106
2020
Q2 		$4.16M Sell
60,843
-4,707
-7% -$297K 0.23% 100
2020
Q1 		$3.68M Buy
65,550
+8,077
+14% +$602K 0.27% 92
2019
Q4 		$4.82M Sell
57,473
-54,984
-49% -$4.42M 0.37% 55
2019
Q3 		$8.75M Buy
+112,457
New +$8.71M 0.72% 29
2019
Q1 		$8.59M Sell
111,364
-62,264
-36% -$4.78M 0.96% 18
2018
Q4 		$12M Buy
+173,628
New +$13.4M 1.7% 7
2018
Q3 		– Sell
-178,860
Closed -$15.5M – 405
2018
Q2 		$15.5M Buy
178,860
+54,315
+44% +$4.43M 3.3% 4
2018
Q1 		$9.76M Buy
124,545
+51,754
+71% +$4.03M 2.44% 5
2017
Q4 		$5.74M Sell
72,791
-54,314
-43% -$4.09M 1.4% 16
2017
Q3 		$9.45M Buy
127,105
+7,095
+6% +$497K 2.46% 4
2017
Q2 		$8.39M Sell
120,010
-12,759
-10% -$883K 2.38% 4
2017
Q1 		$9.12M Sell
132,769
-72,239
-35% -$4.98M 2.69% 5
2016
Q4 		$7.22M Buy
+205,008
New +$13.2M 2.42% 3

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

Sowell Financial Services's IJR Position: Q2 2026 in Review

Sowell Financial Services reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 3.9% in Q2 2026, selling an estimated $279K and leaving 49,770 shares worth $7.38M. The position accounts for 0.24% of the portfolio, ranked #88.

Sowell Financial Services first reported a position in IJR in Q4 2016 and has held it in 35 quarters since. The position peaked at $15.5M in Q2 2018. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Sowell Financial Services held 49,770 shares of iShares Core S&P Small-Cap ETF worth $7.38M as of Q2 2026.
  • Sowell Financial Services sold 2,034 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $279K.
  • iShares Core S&P Small-Cap ETF made up 0.24% of Sowell Financial Services's portfolio in Q2 2026, its #88 holding.
  • Sowell Financial Services first reported a position in iShares Core S&P Small-Cap ETF in Q4 2016 and has held it in 35 quarters since.
  • Sowell Financial Services's iShares Core S&P Small-Cap ETF position peaked at $15.5M in Q2 2018.
  • 2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.