AFS
IJR icon

AFG Fiduciary Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

AFG Fiduciary Services’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 		$6.31M Sell
43,098
-6,240
-13% -$856K 4.91% 4
2026
Q1 		$6.22M Buy
49,338
+4,219
+9% +$536K 3.64% 7
2025
Q4 		$5.48M Sell
45,119
-2,179
-5% -$261K 3.25% 8
2025
Q3 		$5.64M Sell
47,298
-315
-0.7% -$36.2K 3.25% 8
2025
Q2 		$5.28M Buy
47,613
+3,822
+9% +$395K 3.38% 8
2025
Q1 		$4.32M Buy
43,791
+4,383
+11% +$495K 3.16% 9
2024
Q4 		$4.61M Buy
39,408
+88
+0.2% +$10.5K 3.26% 8
2024
Q3 		$4.57M Sell
39,320
-41
-0.1% -$4.63K 3.08% 8
2024
Q2 		$4.54M Sell
39,361
-541
-1% -$57.9K 3.17% 8
2024
Q1 		$4.35M Sell
39,902
-1,719
-4% -$183K 3.21% 8
2023
Q4 		$4.42M Buy
41,621
+1,682
+4% +$162K 3.59% 8
2023
Q3 		$3.64M Sell
39,939
-15,780
-28% -$1.58M 3.23% 8
2023
Q2 		$5.65M Buy
55,719
+18,490
+50% +$1.76M 4.26% 6
2023
Q1 		$3.6M Sell
37,229
-18,879
-34% -$1.89M 3.32% 7
2022
Q4 		$8.4M Buy
56,108
+19,095
+52% +$1.83M 7.9% 2
2022
Q3 		$3.26M Buy
37,013
+2,296
+7% +$223K 3.07% 7
2022
Q2 		$3.21M Sell
34,717
-15,195
-30% -$1.51M 2.79% 6
2022
Q1 		$5.38M Buy
49,912
+10,279
+26% +$1.11M 3.79% 5
2021
Q4 		$4.54M Buy
+39,633
New +$4.52M 3.19% 7

Other funds holding IJR

NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

AFG Fiduciary Services's IJR Position: Q2 2026 in Review

AFG Fiduciary Services reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 13% in Q2 2026, selling an estimated $856K and leaving 43,098 shares worth $6.31M. The position accounts for 4.91% of the portfolio, ranked #4.

AFG Fiduciary Services first reported a position in IJR in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.4M in Q4 2022. 1,062 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • AFG Fiduciary Services held 43,098 shares of iShares Core S&P Small-Cap ETF worth $6.31M as of Q2 2026.
  • AFG Fiduciary Services sold 6,240 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $856K.
  • iShares Core S&P Small-Cap ETF made up 4.91% of AFG Fiduciary Services's portfolio in Q2 2026, its #4 holding.
  • AFG Fiduciary Services first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • AFG Fiduciary Services's iShares Core S&P Small-Cap ETF position peaked at $8.4M in Q4 2022.
  • 1,062 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on AFG Fiduciary Services's 13F filing for Q2 2026, filed 9 Jul 2026.