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

Tenon 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	$376K	Buy	2,533 +483	+24%	+$66.3K	0.12%	42
2026 Q1	$255K	Hold	2,050	–	–	0.1%	45
2025 Q4	$246K	Buy	2,050 +10	+0.5%	+$1.2K	0.1%	45
2025 Q3	$242K	Hold	2,040	–	–	0.12%	46
2025 Q2	$223K	Hold	2,040	–	–	0.1%	44
2025 Q1	$213K	Buy	2,040 +6	+0.3%	+$677	0.13%	45
2024 Q4	$234K	Sell	2,034 -727	-26%	-$86.9K	0.15%	45
2024 Q3	$323K	Buy	2,761 +754	+38%	+$85.2K	0.21%	33
2024 Q2	$214K	Buy	2,007 +96	+5%	+$10.3K	0.17%	39
2024 Q1	$211K	Buy	+1,911	New	+$203K	0.18%	38

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

Tenon Financial's IJR Position: Q2 2026 in Review

Tenon Financial increased its iShares Core S&P Small-Cap ETF (IJR) stake by 24% in Q2 2026, buying an estimated $66.3K and bringing the position to 2,533 shares worth $376K. The position accounts for 0.12% of the portfolio, ranked #42.

Tenon Financial first reported a position in IJR in Q1 2024 and has held it in 10 quarters since. 2,847 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Tenon Financial held 2,533 shares of iShares Core S&P Small-Cap ETF worth $376K as of Q2 2026.
Tenon Financial bought 483 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $66.3K.
iShares Core S&P Small-Cap ETF made up 0.12% of Tenon Financial's portfolio in Q2 2026, its #42 holding.
Tenon Financial first reported a position in iShares Core S&P Small-Cap ETF in Q1 2024 and has held it in 10 quarters since.
2,847 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Tenon Financial's 13F filing for Q2 2026, filed 24 Jul 2026.