Armis Advisers’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Armis Advisers’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	$3.26M	Buy	22,174 +5,727	+35%	+$786K	0.3%	59
2026 Q1	$2.22M	Buy	16,447 +520	+3%	+$66.1K	0.21%	79
2025 Q4	$1.92M	Sell	15,927 -1,459	-8%	-$174K	0.22%	81
2025 Q3	$2.05M	Buy	17,386 +133	+0.8%	+$15.3K	0.19%	82
2025 Q2	$1.94M	Buy	17,253 +4,920	+40%	+$509K	0.15%	116
2025 Q1	$1.26M	Buy	12,333 +10,032	+436%	+$1.13M	0.12%	139
2024 Q4	$265K	Buy	+2,301	New	+$275K	0.03%	291

Other funds holding IJR

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

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

AWM

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Armis Advisers's IJR Position: Q2 2026 in Review

Armis Advisers increased its iShares Core S&P Small-Cap ETF (IJR) stake by 35% in Q2 2026, buying an estimated $786K and bringing the position to 22,174 shares worth $3.26M. The position accounts for 0.3% of the portfolio, ranked #59.

Armis Advisers first reported a position in IJR in Q4 2024 and has held it in 7 quarters since. 575 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Armis Advisers held 22,174 shares of iShares Core S&P Small-Cap ETF worth $3.26M as of Q2 2026.
Armis Advisers bought 5,727 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $786K.
iShares Core S&P Small-Cap ETF made up 0.3% of Armis Advisers's portfolio in Q2 2026, its #59 holding.
Armis Advisers first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
575 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Armis Advisers's 13F filing for Q2 2026, filed 7 Jul 2026.