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

Teamwork Financial Advisors’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	$469K	Sell	3,164 -133	-4%	-$18.3K	0.04%	132
2026 Q1	$410K	Sell	3,297 -128	-4%	-$16.3K	0.04%	151
2025 Q4	$412K	Sell	3,425 -259	-7%	-$31K	0.04%	147
2025 Q3	$438K	Sell	3,684 -2,262	-38%	-$260K	0.05%	145
2025 Q2	$650K	Sell	5,946 -1,046	-15%	-$108K	0.08%	115
2025 Q1	$731K	Sell	6,992 -112,522	-94%	-$12.7M	0.1%	100
2024 Q4	$13.8M	Buy	119,514 +14,462	+14%	+$1.73M	1.79%	22
2024 Q3	$12.3M	Buy	105,052 +100,239	+2,083%	+$11.3M	1.7%	28
2024 Q2	$513K	Sell	4,813 -4,036	-46%	-$432K	0.08%	86
2024 Q1	$978K	Buy	8,849 +6,413	+263%	+$681K	0.15%	78
2023 Q4	$264K	Sell	2,436 -7,655	-76%	-$738K	0.05%	153
2023 Q3	$952K	Buy	10,091 +6,279	+165%	+$627K	0.16%	87
2023 Q2	$380K	Sell	3,812 -25	-0.7%	-$2.38K	0.06%	140
2023 Q1	$371K	Sell	3,837 -1,112	-22%	-$111K	0.07%	138
2022 Q4	$468K	Buy	4,949 +623	+14%	+$59.8K	0.09%	133
2022 Q3	$377K	Buy	4,326 +187	+5%	+$18.2K	0.08%	146
2022 Q2	$383K	Buy	+4,139	New	+$412K	0.08%	155
2022 Q1	–	Sell	-2,514	Closed	-$288K	–	289
2021 Q4	$288K	Sell	2,514 -1,672	-40%	-$191K	0.05%	243
2021 Q3	$457K	Buy	+4,186	New	+$461K	0.09%	172

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

Teamwork Financial Advisors's IJR Position: Q2 2026 in Review

Teamwork Financial Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 4% in Q2 2026, selling an estimated $18.3K and leaving 3,164 shares worth $469K. The position accounts for 0.04% of the portfolio, ranked #132.

Teamwork Financial Advisors first reported a position in IJR in Q3 2021 and has held it in 19 quarters since. The position peaked at $13.8M in Q4 2024. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Teamwork Financial Advisors held 3,164 shares of iShares Core S&P Small-Cap ETF worth $469K as of Q2 2026.
Teamwork Financial Advisors sold 133 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $18.3K.
iShares Core S&P Small-Cap ETF made up 0.04% of Teamwork Financial Advisors's portfolio in Q2 2026, its #132 holding.
Teamwork Financial Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q3 2021 and has held it in 19 quarters since.
Teamwork Financial Advisors's iShares Core S&P Small-Cap ETF position peaked at $13.8M in Q4 2024.
2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.