Arlington Trust’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Arlington Trust’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	$1.61M	Buy	10,880 +18	+0.2%	+$2.47K	0.14%	31
2026 Q1	$1.35M	Sell	10,862 -152	-1%	-$19.3K	0.12%	37
2025 Q4	$1.32M	Buy	11,014 +4,118	+60%	+$492K	0.14%	35
2025 Q3	$819K	Sell	6,896 -3,529	-34%	-$406K	0.15%	72
2025 Q2	$1.14M	Buy	10,425 +4,893	+88%	+$506K	0.22%	59
2025 Q1	$578K	Buy	5,532 +452	+9%	+$51K	0.12%	87
2024 Q4	$585K	Hold	5,080	–	–	0.12%	86
2024 Q3	$594K	Buy	+5,080	New	+$574K	0.13%	82
2024 Q2	–	Sell	-6	Closed	-$663	–	559
2024 Q1	$663	Buy	+6	New	+$637	﹤0.01%	481
2023 Q4	–	Sell	-67,388	Closed	-$6.36M	–	929
2023 Q3	$6.36M	Buy	+67,388	New	+$6.73M	2.61%	4

Other funds holding IJR

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

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Arlington Trust's IJR Position: Q2 2026 in Review

Arlington Trust increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.17% in Q2 2026, buying an estimated $2.47K and bringing the position to 10,880 shares worth $1.61M. The position accounts for 0.14% of the portfolio, ranked #31.

Arlington Trust first reported a position in IJR in Q3 2023 and has held it in 10 quarters since. The position peaked at $6.36M in Q3 2023. 761 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Arlington Trust held 10,880 shares of iShares Core S&P Small-Cap ETF worth $1.61M as of Q2 2026.
Arlington Trust bought 18 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $2.47K.
iShares Core S&P Small-Cap ETF made up 0.14% of Arlington Trust's portfolio in Q2 2026, its #31 holding.
Arlington Trust first reported a position in iShares Core S&P Small-Cap ETF in Q3 2023 and has held it in 10 quarters since.
Arlington Trust's iShares Core S&P Small-Cap ETF position peaked at $6.36M in Q3 2023.
761 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.