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Stokes Family Office’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Stokes Family Office’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 		$588K Sell
3,968
-70
-2% -$9.61K 0.07% 178
2026
Q1 		$502K Sell
4,038
-786
-16% -$99.9K 0.05% 185
2025
Q4 		$580K Buy
4,824
+467
+11% +$55.8K 0.05% 177
2025
Q3 		$518K Buy
4,357
+229
+6% +$26.3K 0.05% 175
2025
Q2 		$451K Sell
4,128
-3
-0.1% -$310 0.05% 173
2025
Q1 		$432K Sell
4,131
-112
-3% -$12.6K 0.05% 173
2024
Q4 		$489K Buy
4,243
+8
+0.2% +$956 0.05% 164
2024
Q3 		$495K Sell
4,235
-50
-1% -$5.65K 0.05% 154
2024
Q2 		$457K Sell
4,285
-106
-2% -$11.3K 0.05% 156
2024
Q1 		$485K Buy
4,391
+4
+0.1% +$425 0.06% 148
2023
Q4 		$475K Sell
4,387
-3,007
-41% -$290K 0.06% 143
2023
Q3 		$697K Buy
7,394
+3,131
+73% +$313K 0.08% 158
2023
Q2 		$425K Sell
4,263
-1,198
-22% -$114K 0.05% 199
2023
Q1 		$528K Sell
5,461
-1,609
-23% -$161K 0.07% 163
2022
Q4 		$669K Sell
7,070
-1,549
-18% -$149K 0.09% 138
2022
Q3 		$752K Buy
8,619
+1,432
+20% +$139K 0.11% 123
2022
Q2 		$664K Sell
7,187
-89,687
-93% -$8.92M 0.09% 138
2022
Q1 		$10.4M Sell
96,874
-27,849
-22% -$3.01M 1.39% 15
2021
Q4 		$14.3M Buy
124,723
+8,732
+8% +$995K 1.78% 11
2021
Q3 		$12.7M Buy
115,991
+6,379
+6% +$702K 1.76% 12
2021
Q2 		$12.4M Buy
109,612
+1,972
+2% +$220K 1.75% 12
2021
Q1 		$11.8M Buy
+107,640
New +$11.3M 1.83% 13

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

Stokes Family Office's IJR Position: Q2 2026 in Review

Stokes Family Office reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.7% in Q2 2026, selling an estimated $9.61K and leaving 3,968 shares worth $588K. The position accounts for 0.07% of the portfolio, ranked #178.

Stokes Family Office first reported a position in IJR in Q1 2021 and has held it in 22 quarters since. The position peaked at $14.3M in Q4 2021. 2,847 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Stokes Family Office held 3,968 shares of iShares Core S&P Small-Cap ETF worth $588K as of Q2 2026.
  • Stokes Family Office sold 70 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $9.61K.
  • iShares Core S&P Small-Cap ETF made up 0.07% of Stokes Family Office's portfolio in Q2 2026, its #178 holding.
  • Stokes Family Office first reported a position in iShares Core S&P Small-Cap ETF in Q1 2021 and has held it in 22 quarters since.
  • Stokes Family Office's iShares Core S&P Small-Cap ETF position peaked at $14.3M in Q4 2021.
  • 2,847 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.