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

Apollon Financial’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 		$6.3M Sell
42,452
-435
-1% -$59.7K 0.74% 32
2026
Q1 		$5.33M Buy
42,887
+3,877
+10% +$493K 0.74% 38
2025
Q4 		$4.69M Buy
39,010
+7,992
+26% +$956K 0.68% 37
2025
Q3 		$3.69M Buy
31,018
+25,695
+483% +$2.96M 0.61% 45
2025
Q2 		$582K Sell
5,323
-123
-2% -$12.7K 0.12% 124
2025
Q1 		$569K Buy
5,446
+272
+5% +$30.7K 0.13% 120
2024
Q4 		$596K Buy
5,174
+931
+22% +$111K 0.15% 103
2024
Q3 		$496K Hold
4,243
– – 0.15% 100
2024
Q2 		$453K Sell
4,243
-115
-3% -$12.3K 0.15% 91
2024
Q1 		$482K Buy
4,358
+2,040
+88% +$217K 0.17% 91
2023
Q4 		$251K Buy
+2,318
New +$223K 0.1% 125

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

Apollon Financial's IJR Position: Q2 2026 in Review

Apollon Financial reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1% in Q2 2026, selling an estimated $59.7K and leaving 42,452 shares worth $6.3M. The position accounts for 0.74% of the portfolio, ranked #32.

Apollon Financial first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. 1,062 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Apollon Financial held 42,452 shares of iShares Core S&P Small-Cap ETF worth $6.3M as of Q2 2026.
  • Apollon Financial sold 435 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $59.7K.
  • iShares Core S&P Small-Cap ETF made up 0.74% of Apollon Financial's portfolio in Q2 2026, its #32 holding.
  • Apollon Financial first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,062 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Apollon Financial's 13F filing for Q2 2026, filed 23 Jul 2026.