Apeiron RIA’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Apeiron RIA’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	$244K	Buy	1,643 +29	+2%	+$3.98K	0.06%	149
2026 Q1	$201K	Sell	1,614 -41	-2%	-$5.21K	0.05%	200
2025 Q4	$212K	Buy	+1,655	New	+$198K	0.04%	202
2025 Q1	–	Sell	-2,241	Closed	-$258K	–	211
2024 Q4	$258K	Buy	2,241 +341	+18%	+$40.7K	0.07%	179
2024 Q3	$222K	Sell	1,900 -33	-2%	-$3.73K	0.06%	193
2024 Q2	$206K	Buy	1,933 +11	+0.6%	+$1.18K	0.06%	201
2024 Q1	$212K	Sell	1,922 -53	-3%	-$5.63K	0.06%	202
2023 Q4	$214K	Buy	+1,975	New	+$190K	0.07%	193
2023 Q2	–	Sell	-2,912	Closed	-$282K	–	198
2023 Q1	$282K	Sell	2,912 -19,489	-87%	-$1.95M	0.1%	162
2022 Q4	$2.12M	Sell	22,401 -1,869	-8%	-$179K	0.81%	27
2022 Q3	$2.18M	Buy	+24,270	New	+$2.36M	1%	22
2022 Q2	–	Sell	-5,813	Closed	-$610K	–	169
2022 Q1	$610K	Sell	5,813 -13,709	-70%	-$1.48M	0.29%	68
2021 Q4	$2.23M	Buy	+19,522	New	+$2.22M	0.92%	25

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

Apeiron RIA's IJR Position: Q2 2026 in Review

Apeiron RIA increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.8% in Q2 2026, buying an estimated $3.98K and bringing the position to 1,643 shares worth $244K. The position accounts for 0.06% of the portfolio, ranked #149.

Apeiron RIA first reported a position in IJR in Q4 2021 and has held it in 13 quarters since. The position peaked at $2.23M in Q4 2021. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Apeiron RIA held 1,643 shares of iShares Core S&P Small-Cap ETF worth $244K as of Q2 2026.
Apeiron RIA bought 29 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $3.98K.
iShares Core S&P Small-Cap ETF made up 0.06% of Apeiron RIA's portfolio in Q2 2026, its #149 holding.
Apeiron RIA first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 13 quarters since.
Apeiron RIA's iShares Core S&P Small-Cap ETF position peaked at $2.23M in Q4 2021.
2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Apeiron RIA's 13F filing for Q2 2026, filed 16 Jul 2026.