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

BigSur Wealth 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	$1.18M	Buy	7,965 +2,050	+35%	+$281K	0.28%	90
2026 Q1	$735K	Buy	5,915 +2,350	+66%	+$299K	0.21%	101
2025 Q4	$428K	Buy	3,565 +2,065	+138%	+$247K	0.1%	125
2025 Q3	$178K	Sell	1,500 -3,000	-67%	-$345K	0.04%	147
2025 Q2	$492K	Hold	4,500	–	–	0.12%	122
2025 Q1	$471K	Hold	4,500	–	–	0.13%	120
2024 Q4	$518K	Hold	4,500	–	–	0.15%	115
2024 Q3	$526K	Buy	+4,500	New	+$508K	0.15%	114
2022 Q3	–	Sell	-786	Closed	-$73K	–	131
2022 Q2	$73K	Hold	786	–	–	0.03%	127
2022 Q1	$85K	Buy	+786	New	+$84.8K	0.03%	131

Other funds holding IJR

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

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

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

BigSur Wealth Management's IJR Position: Q2 2026 in Review

BigSur Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 35% in Q2 2026, buying an estimated $281K and bringing the position to 7,965 shares worth $1.18M. The position accounts for 0.28% of the portfolio, ranked #90.

BigSur Wealth Management first reported a position in IJR in Q1 2022 and has held it in 10 quarters since. 1,050 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

BigSur Wealth Management held 7,965 shares of iShares Core S&P Small-Cap ETF worth $1.18M as of Q2 2026.
BigSur Wealth Management bought 2,050 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $281K.
iShares Core S&P Small-Cap ETF made up 0.28% of BigSur Wealth Management's portfolio in Q2 2026, its #90 holding.
BigSur Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2022 and has held it in 10 quarters since.
1,050 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.