USA FINANCIAL FORMULAS’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

USA FINANCIAL FORMULAS’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	$341K	Buy	+2,301	New	+$316K	0.06%	100

Other funds holding IJR

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

USA FINANCIAL FORMULAS's IJR Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 2,301 shares worth $341K. The stake represents 0.06% of the portfolio and ranks #100 among its holdings.

1,689 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

USA FINANCIAL FORMULAS held 2,301 shares of iShares Core S&P Small-Cap ETF worth $341K as of Q2 2026.
iShares Core S&P Small-Cap ETF was a new USA FINANCIAL FORMULAS position in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.06% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #100 holding.
1,689 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.