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

Tudor 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	$1.71M	Buy	11,556 +212	+2%	+$29.1K	0.77%	36
2026 Q1	$1.41M	Sell	11,344 -94	-0.8%	-$11.9K	0.72%	42
2025 Q4	$1.37M	Buy	11,438 +1,016	+10%	+$122K	0.7%	39
2025 Q3	$1.24M	Buy	10,422 +372	+4%	+$42.8K	0.66%	43
2025 Q2	$1.1M	Sell	10,050 -2,002	-17%	-$207K	0.62%	43
2025 Q1	$1.26M	Buy	12,052 +99	+0.8%	+$11.2K	0.76%	34
2024 Q4	$1.38M	Buy	11,953 +514	+4%	+$61.4K	0.81%	33
2024 Q3	$1.34M	Buy	+11,439	New	+$1.29M	0.82%	34

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

Tudor Financial's IJR Position: Q2 2026 in Review

Tudor Financial increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.9% in Q2 2026, buying an estimated $29.1K and bringing the position to 11,556 shares worth $1.71M. The position accounts for 0.77% of the portfolio, ranked #36.

Tudor Financial first reported a position in IJR in Q3 2024 and has held it in 8 quarters since. 2,847 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Tudor Financial held 11,556 shares of iShares Core S&P Small-Cap ETF worth $1.71M as of Q2 2026.
Tudor Financial bought 212 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $29.1K.
iShares Core S&P Small-Cap ETF made up 0.77% of Tudor Financial's portfolio in Q2 2026, its #36 holding.
Tudor Financial first reported a position in iShares Core S&P Small-Cap ETF in Q3 2024 and has held it in 8 quarters since.
2,847 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Tudor Financial's 13F filing for Q2 2026, filed 6 Aug 2026.