Arrowroot Family Office’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Arrowroot Family Office’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	$5.68M	Buy	38,279 +1,488	+4%	+$204K	1.63%	17
2026 Q1	$4.57M	Sell	36,791 -768	-2%	-$97.6K	1.51%	17
2025 Q4	$4.51M	Buy	37,559 +1,775	+5%	+$212K	1.64%	19
2025 Q3	$4.25M	Buy	35,784 +1,341	+4%	+$154K	1.7%	19
2025 Q2	$3.76M	Buy	+34,443	New	+$3.56M	1.69%	16
2024 Q4	$3.37M	Buy	29,261 +1,612	+6%	+$193K	1.75%	17
2024 Q3	$3.23M	Buy	27,649 +2,723	+11%	+$308K	1.88%	16
2024 Q2	$2.66M	Buy	24,926 +1,514	+6%	+$162K	1.7%	16
2024 Q1	$2.59M	Buy	23,412 +1,978	+9%	+$210K	1.66%	17
2023 Q4	$2.32M	Buy	21,434 +1,900	+10%	+$183K	1.64%	17
2023 Q3	$1.84M	Sell	19,534 -179	-0.9%	-$17.9K	1.45%	21
2023 Q2	$1.96M	Sell	19,713 -1,698	-8%	-$162K	1.49%	17
2023 Q1	$2.07M	Buy	+21,411	New	+$2.14M	1.77%	14

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

Arrowroot Family Office's IJR Position: Q2 2026 in Review

Arrowroot Family Office increased its iShares Core S&P Small-Cap ETF (IJR) stake by 4% in Q2 2026, buying an estimated $204K and bringing the position to 38,279 shares worth $5.68M. The position accounts for 1.63% of the portfolio, ranked #17.

Arrowroot Family Office first reported a position in IJR in Q1 2023 and has held it in 13 quarters since. 2,847 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Arrowroot Family Office held 38,279 shares of iShares Core S&P Small-Cap ETF worth $5.68M as of Q2 2026.
Arrowroot Family Office bought 1,488 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $204K.
iShares Core S&P Small-Cap ETF made up 1.63% of Arrowroot Family Office's portfolio in Q2 2026, its #17 holding.
Arrowroot Family Office first reported a position in iShares Core S&P Small-Cap ETF in Q1 2023 and has held it in 13 quarters since.
2,847 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Arrowroot Family Office's 13F filing for Q2 2026, filed 6 Aug 2026.