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

Symphony Financial’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	$692K	Buy	4,675 +754	+19%	+$103K	0.08%	165
2026 Q1	$486K	Buy	3,921 +2,212	+129%	+$281K	0.06%	175
2025 Q4	$206K	Buy	+1,709	New	+$204K	0.03%	279
2024 Q4	–	Sell	-1,914	Closed	-$222K	–	233
2024 Q3	$222K	Sell	1,914 -167	-8%	-$18.9K	0.04%	207
2024 Q2	$221K	Buy	2,081 +233	+13%	+$24.9K	0.04%	196
2024 Q1	$204K	Buy	+1,848	New	+$196K	0.05%	185
2023 Q3	–	Sell	-2,171	Closed	-$215K	–	176
2023 Q2	$215K	Buy	+2,171	New	+$207K	0.05%	177
2023 Q1	–	Sell	-2,496	Closed	-$249K	–	205
2022 Q4	$249K	Sell	2,496 -272	-10%	-$26.1K	0.07%	178
2022 Q3	$245K	Buy	+2,768	New	+$269K	0.08%	172
2022 Q2	–	Sell	-7,204	Closed	-$728K	–	195
2022 Q1	$728K	Buy	+7,204	New	+$777K	0.17%	103

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

Symphony Financial's IJR Position: Q2 2026 in Review

Symphony Financial increased its iShares Core S&P Small-Cap ETF (IJR) stake by 19% in Q2 2026, buying an estimated $103K and bringing the position to 4,675 shares worth $692K. The position accounts for 0.08% of the portfolio, ranked #165.

Symphony Financial first reported a position in IJR in Q1 2022 and has held it in 10 quarters since. The position peaked at $728K in Q1 2022. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Symphony Financial held 4,675 shares of iShares Core S&P Small-Cap ETF worth $692K as of Q2 2026.
Symphony Financial bought 754 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $103K.
iShares Core S&P Small-Cap ETF made up 0.08% of Symphony Financial's portfolio in Q2 2026, its #165 holding.
Symphony Financial first reported a position in iShares Core S&P Small-Cap ETF in Q1 2022 and has held it in 10 quarters since.
Symphony Financial's iShares Core S&P Small-Cap ETF position peaked at $728K in Q1 2022.
2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.