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

Woodward Financial Advisors’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	$1.23M	Sell	8,318 -220	-3%	-$30.2K	0.41%	26
2026 Q1	$1.03M	Sell	8,538 -454	-5%	-$57.7K	0.4%	27
2025 Q4	$1.08M	Buy	8,992 +46	+0.5%	+$5.5K	0.4%	28
2025 Q3	$1.06M	Sell	8,946 -43	-0.5%	-$4.95K	0.41%	28
2025 Q2	$982K	Buy	8,989 +10	+0.1%	+$1.03K	0.4%	28
2025 Q1	$939K	Hold	8,979	–	–	0.45%	26
2024 Q4	$1.03M	Hold	8,979	–	–	0.51%	25
2024 Q3	$1.05M	Hold	8,979	–	–	0.53%	25
2024 Q2	$950K	Hold	8,979	–	–	0.54%	26
2024 Q1	$982K	Sell	8,979 -287	-3%	-$30.5K	0.59%	24
2023 Q4	$1M	Hold	9,266	–	–	0.66%	25
2023 Q3	$874K	Sell	9,266 -292	-3%	-$29.2K	0.65%	24
2023 Q2	$952K	Hold	9,558	–	–	0.71%	23
2023 Q1	$924K	Sell	9,558 -240	-2%	-$24K	0.76%	24
2022 Q4	$927K	Hold	9,798	–	–	0.8%	23
2022 Q3	$854K	Hold	9,798	–	–	0.8%	23
2022 Q2	$905K	Hold	9,798	–	–	0.84%	22
2022 Q1	$1.06M	Hold	9,798	–	–	1.08%	17
2021 Q4	$1.12M	Buy	+9,798	New	+$1.12M	1.13%	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 22.9% 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

Woodward Financial Advisors's IJR Position: Q2 2026 in Review

Woodward Financial Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 2.6% in Q2 2026, selling an estimated $30.2K and leaving 8,318 shares worth $1.23M. The position accounts for 0.41% of the portfolio, ranked #26.

Woodward Financial Advisors first reported a position in IJR in Q4 2021 and has held it in 19 quarters since. 2,851 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Woodward Financial Advisors held 8,318 shares of iShares Core S&P Small-Cap ETF worth $1.23M as of Q2 2026.
Woodward Financial Advisors sold 220 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $30.2K.
iShares Core S&P Small-Cap ETF made up 0.41% of Woodward Financial Advisors's portfolio in Q2 2026, its #26 holding.
Woodward Financial Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
2,851 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Woodward Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.