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

Stiles 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	$396K	Buy	2,668 +41	+2%	+$5.63K	0.1%	138
2026 Q1	$327K	Hold	2,627	–	–	0.1%	144
2025 Q4	$316K	Hold	2,627	–	–	0.1%	143
2025 Q3	$312K	Hold	2,627	–	–	0.1%	147
2025 Q2	$287K	Sell	2,627 -38	-1%	-$3.93K	0.1%	148
2025 Q1	$279K	Buy	2,665 +38	+1%	+$4.29K	0.11%	144
2024 Q4	$303K	Buy	2,627 +13	+0.5%	+$1.55K	0.11%	146
2024 Q3	$306K	Buy	2,614 +2	+0.1%	+$226	0.11%	147
2024 Q2	$279K	Sell	2,612 -94	-3%	-$10.1K	0.11%	151
2024 Q1	$299K	Buy	2,706 +2	+0.1%	+$212	0.12%	139
2023 Q4	$293K	Sell	2,704 -665	-20%	-$64.1K	0.13%	135
2023 Q3	$318K	Sell	3,369 -23	-0.7%	-$2.3K	0.16%	127
2023 Q2	$338K	Buy	3,392 +4	+0.1%	+$381	0.17%	132
2023 Q1	$328K	Buy	+3,388	New	+$339K	0.18%	131
2022 Q3	–	Sell	-3,544	Closed	-$327K	–	176
2022 Q2	$327K	Buy	3,544 +23	+0.7%	+$2.29K	0.2%	121
2022 Q1	$380K	Buy	3,521 +1	+0%	+$108	0.19%	123
2021 Q4	$403K	Buy	+3,520	New	+$401K	0.19%	118

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Stiles Financial Services increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.6% in Q2 2026, buying an estimated $5.63K and bringing the position to 2,668 shares worth $396K. The position accounts for 0.1% of the portfolio, ranked #138.

Stiles Financial Services first reported a position in IJR in Q4 2021 and has held it in 17 quarters since. The position peaked at $403K in Q4 2021. 2,845 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Stiles Financial Services held 2,668 shares of iShares Core S&P Small-Cap ETF worth $396K as of Q2 2026.
Stiles Financial Services bought 41 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $5.63K.
iShares Core S&P Small-Cap ETF made up 0.1% of Stiles Financial Services's portfolio in Q2 2026, its #138 holding.
Stiles Financial Services first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 17 quarters since.
Stiles Financial Services's iShares Core S&P Small-Cap ETF position peaked at $403K in Q4 2021.
2,845 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Stiles Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.