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

Tobias 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	$304K	Sell	2,053 -230	-10%	-$31.6K	0.04%	114
2026 Q1	$284K	Buy	2,283 +1	+0%	+$127	0.04%	112
2025 Q4	$274K	Buy	2,282 +452	+25%	+$54.1K	0.04%	114
2025 Q3	$217K	Buy	+1,830	New	+$210K	0.03%	124
2025 Q2	–	Sell	-2,143	Closed	-$224K	–	124
2025 Q1	$224K	Buy	+2,143	New	+$242K	0.04%	106
2020 Q1	–	Sell	-741	Closed	-$62K	–	156
2019 Q4	$62K	Buy	+741	New	+$59.6K	0.04%	89

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 22.9% 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

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

Tobias Financial Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 10% in Q2 2026, selling an estimated $31.6K and leaving 2,053 shares worth $304K. The position accounts for 0.04% of the portfolio, ranked #114.

Tobias Financial Advisors first reported a position in IJR in Q4 2019 and has held it in 6 quarters since. 2,851 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Tobias Financial Advisors held 2,053 shares of iShares Core S&P Small-Cap ETF worth $304K as of Q2 2026.
Tobias Financial Advisors sold 230 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $31.6K.
iShares Core S&P Small-Cap ETF made up 0.04% of Tobias Financial Advisors's portfolio in Q2 2026, its #114 holding.
Tobias Financial Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 6 quarters since.
2,851 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.