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

Victory 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 Q2	$22.9M	Sell	154,150 -2,065	-1%	-$283K	2.4%	8
2026 Q1	$19.4M	Buy	156,215 +1,483	+1%	+$188K	2.39%	9
2025 Q4	$18.6M	Buy	154,732 +21,930	+17%	+$2.62M	2.34%	10
2025 Q3	$15.8M	Sell	132,802 -1,400	-1%	-$161K	2.17%	11
2025 Q2	$14.7M	Buy	134,202 +7,664	+6%	+$792K	2.33%	11
2025 Q1	$13.1M	Buy	126,538 +76,369	+152%	+$8.62M	2.52%	10
2024 Q4	$5.78M	Buy	+50,169	New	+$5.99M	1.52%	13
2024 Q2	$2.5M	Buy	23,464 +2,070	+10%	+$221K	1.17%	17
2024 Q1	$2.36M	Sell	21,394 -2,669	-11%	-$283K	1.4%	15
2023 Q4	$2.6M	Buy	+24,063	New	+$2.32M	1.76%	16

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

Victory Financial Group's IJR Position: Q2 2026 in Review

Victory Financial Group reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.3% in Q2 2026, selling an estimated $283K and leaving 154,150 shares worth $22.9M. The position accounts for 2.4% of the portfolio, ranked #8.

Victory Financial Group first reported a position in IJR in Q4 2023 and has held it in 10 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Victory Financial Group held 154,150 shares of iShares Core S&P Small-Cap ETF worth $22.9M as of Q2 2026.
Victory Financial Group sold 2,065 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $283K.
iShares Core S&P Small-Cap ETF made up 2.4% of Victory Financial Group's portfolio in Q2 2026, its #8 holding.
Victory Financial Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 10 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Victory Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.