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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
+1,733
+305% +$238K 0.06% 100
2026
Q1 		$70.6K Buy
+568
New +$72.2K 0.01% 198
2022
Q1 		– Sell
-51
Closed -$6K – 418
2021
Q4 		$6K Buy
+51
New +$5.81K 0.01% 210
2020
Q4 		– Sell
-117
Closed -$8K – 371
2020
Q3 		$8K Buy
+117
New +$8.38K 0.01% 160

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

USA Financial Formulas's IJR Position: Q2 2026 in Review

USA Financial Formulas increased its iShares Core S&P Small-Cap ETF (IJR) stake by 305% in Q2 2026, buying an estimated $238K and bringing the position to 2,301 shares worth $341K. The position accounts for 0.06% of the portfolio, ranked #100.

USA Financial Formulas first reported a position in IJR in Q3 2020 and has held it in 4 quarters since. 2,829 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.
  • USA Financial Formulas bought 1,733 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $238K.
  • iShares Core S&P Small-Cap ETF made up 0.06% of USA Financial Formulas's portfolio in Q2 2026, its #100 holding.
  • USA Financial Formulas first reported a position in iShares Core S&P Small-Cap ETF in Q3 2020 and has held it in 4 quarters since.
  • 2,829 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.