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 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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Tilson Financial Group's IJR Position: Q1 2026 in Review

Tilson Financial Group reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.2% in Q1 2026, selling an estimated $40.1K and leaving 27,027 shares worth $3.36M. The position accounts for 1.01% of the portfolio, ranked #26.

Tilson Financial Group first reported a position in IJR in Q4 2022 and has held it in 12 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Tilson Financial Group held 27,027 shares of iShares Core S&P Small-Cap ETF worth $3.36M as of Q1 2026.
Tilson Financial Group sold 316 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $40.1K.
iShares Core S&P Small-Cap ETF made up 1.01% of Tilson Financial Group's portfolio in Q1 2026, its #26 holding.
Tilson Financial Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 12 quarters since.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Tilson Financial Group's 13F filing for Q1 2026, filed 29 Apr 2026.