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

Synergy 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 		$259K Hold
1,749
– – 0.19% 99
2026
Q1 		$217K Buy
+1,749
New +$222K 0.16% 117

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

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

Synergy Financial Group held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 1,749 shares worth $259K. The position accounts for 0.19% of the portfolio, ranked #99.

Synergy Financial Group first reported a position in IJR in Q1 2026 and has held it in 2 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Synergy Financial Group held 1,749 shares of iShares Core S&P Small-Cap ETF worth $259K as of Q2 2026.
  • Synergy Financial Group left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
  • iShares Core S&P Small-Cap ETF made up 0.19% of Synergy Financial Group's portfolio in Q2 2026, its #99 holding.
  • Synergy Financial Group first reported a position in iShares Core S&P Small-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Synergy Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.