Stonebridge Financial Group, LLC/CA’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Stonebridge Financial Group, LLC/CA’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	$474K	Buy	+3,200	New	+$439K	0.07%	177

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's IJR Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 3,200 shares worth $474K. The stake represents 0.07% of the portfolio and ranks #177 among its holdings.

2,542 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Stonebridge Financial Group, LLC/CA held 3,200 shares of iShares Core S&P Small-Cap ETF worth $474K as of Q2 2026.
iShares Core S&P Small-Cap ETF was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.07% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #177 holding.
2,542 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.