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

Western Financial Corp’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	$246K	Buy	1,661 +1	+0.1%	+$137	0.07%	118
2026 Q1	$206K	Buy	+1,660	New	+$211K	0.08%	121
2025 Q2	–	Sell	-1,953	Closed	-$204K	–	128
2025 Q1	$204K	Buy	1,953 +1	+0.1%	+$113	0.12%	120
2024 Q4	$225K	Hold	1,952	–	–	0.12%	126
2024 Q3	$228K	Sell	1,952 -14	-0.7%	-$1.58K	0.13%	116
2024 Q2	$210K	Buy	+1,966	New	+$210K	0.13%	114

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

Western Financial Corp's IJR Position: Q2 2026 in Review

Western Financial Corp increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.06% in Q2 2026, buying an estimated $137 and bringing the position to 1,661 shares worth $246K. The position accounts for 0.07% of the portfolio, ranked #118.

Western Financial Corp first reported a position in IJR in Q2 2024 and has held it in 6 quarters since. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Western Financial Corp held 1,661 shares of iShares Core S&P Small-Cap ETF worth $246K as of Q2 2026.
Western Financial Corp bought 1 iShares Core S&P Small-Cap ETF share in Q2 2026, an estimated $137.
iShares Core S&P Small-Cap ETF made up 0.07% of Western Financial Corp's portfolio in Q2 2026, its #118 holding.
Western Financial Corp first reported a position in iShares Core S&P Small-Cap ETF in Q2 2024 and has held it in 6 quarters since.
2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Western Financial Corp's 13F filing for Q2 2026, filed 22 Jul 2026.