Beese Fulmer Investment Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Beese Fulmer Investment Management’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	$8.71M	Sell	58,711 -464	-0.8%	-$63.7K	0.5%	51
2026 Q1	$7.36M	Buy	59,175 +2,929	+5%	+$372K	0.47%	56
2025 Q4	$6.76M	Sell	56,246 -344	-0.6%	-$41.1K	0.44%	53
2025 Q3	$6.72M	Buy	56,590 +620	+1%	+$71.3K	0.46%	56
2025 Q2	$6.12M	Buy	+55,970	New	+$5.79M	0.46%	57
2022 Q1	–	Sell	-1,774	Closed	-$203K	–	237
2021 Q4	$203K	Buy	+1,774	New	+$202K	0.02%	236
2021 Q2	–	Sell	-1,883	Closed	-$204K	–	235
2021 Q1	$204K	Buy	+1,883	New	+$197K	0.02%	213
2020 Q3	–	Sell	-1,258	Closed	-$86K	–	361
2020 Q2	$86K	Buy	+1,258	New	+$79.4K	0.01%	258

Other funds holding IJR

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 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

Beese Fulmer Investment Management's IJR Position: Q2 2026 in Review

Beese Fulmer Investment Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.78% in Q2 2026, selling an estimated $63.7K and leaving 58,711 shares worth $8.71M. The position accounts for 0.5% of the portfolio, ranked #51.

Beese Fulmer Investment Management first reported a position in IJR in Q2 2020 and has held it in 8 quarters since. 1,368 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Beese Fulmer Investment Management held 58,711 shares of iShares Core S&P Small-Cap ETF worth $8.71M as of Q2 2026.
Beese Fulmer Investment Management sold 464 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $63.7K.
iShares Core S&P Small-Cap ETF made up 0.5% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #51 holding.
Beese Fulmer Investment Management first reported a position in iShares Core S&P Small-Cap ETF in Q2 2020 and has held it in 8 quarters since.
1,368 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.