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Agate Pass Investment Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Agate Pass Investment Management’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 		$226K Buy
+1,521
New +$209K 0.08% 102
2024
Q1 		– Sell
-1,852
Closed -$200K – 96
2023
Q4 		$200K Buy
+1,852
New +$178K 0.12% 97
2022
Q2 		– Sell
-2,018
Closed -$218K – 95
2022
Q1 		$218K Hold
2,018
– – 0.14% 92
2021
Q4 		$231K Buy
+2,018
New +$230K 0.14% 93

Other funds holding IJR

NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Agate Pass Investment Management's IJR Position: Q2 2026 in Review

Agate Pass Investment Management opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 1,521 shares worth $226K. The stake represents 0.08% of the portfolio and ranks #102 among its holdings. This is a return to the name: Agate Pass Investment Management previously reported a position in IJR as recently as Q4 2023.

Agate Pass Investment Management first reported a position in IJR in Q4 2021 and has held it in 4 quarters since. The position peaked at $231K in Q4 2021. 959 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Agate Pass Investment Management held 1,521 shares of iShares Core S&P Small-Cap ETF worth $226K as of Q2 2026.
  • iShares Core S&P Small-Cap ETF was a new Agate Pass Investment Management position in Q2 2026.
  • iShares Core S&P Small-Cap ETF made up 0.08% of Agate Pass Investment Management's portfolio in Q2 2026, its #102 holding.
  • Agate Pass Investment Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 4 quarters since.
  • Agate Pass Investment Management's iShares Core S&P Small-Cap ETF position peaked at $231K in Q4 2021.
  • 959 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Agate Pass Investment Management's 13F filing for Q2 2026, filed 8 Jul 2026.