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

Tilson 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 		$3.99M Sell
26,881
-146
-0.5% -$20K 1.1% 25
2026
Q1 		$3.36M Sell
27,027
-316
-1% -$40.1K 1.01% 26
2025
Q4 		$3.29M Sell
27,343
-27
-0.1% -$3.23K 1.01% 26
2025
Q3 		$3.25M Sell
27,370
-94
-0.3% -$10.8K 1.07% 25
2025
Q2 		$3M Buy
27,464
+8,814
+47% +$911K 1.13% 23
2025
Q1 		$1.95M Sell
18,650
-294
-2% -$33.2K 0.77% 29
2024
Q4 		$2.18M Sell
18,944
-489
-3% -$58.4K 0.89% 27
2024
Q3 		$2.27M Buy
+19,433
New +$2.2M 0.98% 27
2024
Q2 		– Sell
-19,588
Closed -$2.17M – 45
2024
Q1 		$2.17M Sell
19,588
-375
-2% -$39.8K 1.16% 26
2023
Q4 		$2.16M Sell
19,963
-2,096
-10% -$202K 1.39% 22
2023
Q3 		$2.08M Buy
+22,059
New +$2.2M 1.64% 20
2023
Q2 		– Sell
-24,305
Closed -$2.35M – 36
2023
Q1 		$2.35M Sell
24,305
-491
-2% -$49.1K 1.92% 18
2022
Q4 		$2.35M Buy
+24,796
New +$2.38M 2% 18

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

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

Tilson Financial Group reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.54% in Q2 2026, selling an estimated $20K and leaving 26,881 shares worth $3.99M. The position accounts for 1.1% of the portfolio, ranked #25.

Tilson Financial Group first reported a position in IJR in Q4 2022 and has held it in 13 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Tilson Financial Group held 26,881 shares of iShares Core S&P Small-Cap ETF worth $3.99M as of Q2 2026.
  • Tilson Financial Group sold 146 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $20K.
  • iShares Core S&P Small-Cap ETF made up 1.1% of Tilson Financial Group's portfolio in Q2 2026, its #25 holding.
  • Tilson Financial Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 13 quarters since.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Tilson Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.