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Astoria Strategic Wealth’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Astoria Strategic Wealth’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 		$6.7M Buy
45,174
+1,285
+3% +$176K 1.53% 14
2026
Q1 		$5.46M Buy
43,889
+1,207
+3% +$153K 1.39% 14
2025
Q4 		$5.13M Buy
42,682
+4,396
+11% +$526K 1.29% 14
2025
Q3 		$4.55M Buy
38,286
+8,301
+28% +$955K 1.15% 14
2025
Q2 		$3.28M Sell
29,985
-10,819
-27% -$1.12M 0.89% 16
2025
Q1 		$4.27M Buy
40,804
+2,369
+6% +$267K 1.25% 15
2024
Q4 		$4.43M Buy
38,435
+373
+1% +$44.6K 1.32% 15
2024
Q3 		$4.45M Buy
38,062
+1,701
+5% +$192K 1.3% 14
2024
Q2 		$3.88M Buy
36,361
+1,730
+5% +$185K 1.2% 13
2024
Q1 		$3.83M Buy
34,631
+1,212
+4% +$129K 1.21% 13
2023
Q4 		$3.62M Buy
33,419
+2,466
+8% +$238K 1.23% 13
2023
Q3 		$2.92M Buy
30,953
+5,358
+21% +$535K 1.1% 13
2023
Q2 		$2.55M Buy
25,595
+3,270
+15% +$311K 0.94% 13
2023
Q1 		$2.16M Buy
22,325
+2,389
+12% +$239K 0.83% 13
2022
Q4 		$1.89M Buy
19,936
+2,410
+14% +$231K 0.79% 19
2022
Q3 		$1.53M Buy
17,526
+119
+0.7% +$11.6K 0.7% 19
2022
Q2 		$1.61M Buy
17,407
+10,181
+141% +$1.01M 0.71% 18
2022
Q1 		$779K Sell
7,226
-180
-2% -$19.4K 0.31% 27
2021
Q4 		$848K Buy
+7,406
New +$844K 0.32% 25
2020
Q1 		– Sell
-4,736
Closed -$397K – 33
2019
Q4 		$397K Buy
+4,736
New +$381K 0.28% 27

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
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
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

Astoria Strategic Wealth's IJR Position: Q2 2026 in Review

Astoria Strategic Wealth increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2.9% in Q2 2026, buying an estimated $176K and bringing the position to 45,174 shares worth $6.7M. The position accounts for 1.53% of the portfolio, ranked #14.

Astoria Strategic Wealth first reported a position in IJR in Q4 2019 and has held it in 20 quarters since. 847 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Astoria Strategic Wealth held 45,174 shares of iShares Core S&P Small-Cap ETF worth $6.7M as of Q2 2026.
  • Astoria Strategic Wealth bought 1,285 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $176K.
  • iShares Core S&P Small-Cap ETF made up 1.53% of Astoria Strategic Wealth's portfolio in Q2 2026, its #14 holding.
  • Astoria Strategic Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 20 quarters since.
  • 847 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Astoria Strategic Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.