Burney Company’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Burney Company’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	$210K	Buy	+1,413	New	+$194K	0.01%	591
2022 Q4	–	Sell	-2,741	Closed	-$239K	–	555
2022 Q3	$239K	Buy	2,741 +1	+0%	+$97	0.01%	509
2022 Q2	$253K	Sell	2,740 -1	-0%	-$99	0.01%	494
2022 Q1	$296K	Sell	2,741 -161	-6%	-$17.4K	0.01%	497
2021 Q4	$332K	Buy	2,902 +1,013	+54%	+$115K	0.01%	476
2021 Q3	$206K	Sell	1,889 -70	-4%	-$7.71K	0.01%	554
2021 Q2	$221K	Buy	+1,959	New	+$219K	0.01%	555
2018 Q1	–	Sell	-3,027	Closed	-$233K	–	432
2017 Q4	$233K	Buy	+3,027	New	+$228K	0.01%	393

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

Burney Company's IJR Position: Q2 2026 in Review

Burney Company opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 1,413 shares worth $210K. The stake represents 0.01% of the portfolio and ranks #591 among its holdings. This is a return to the name: Burney Company previously reported a position in IJR as recently as Q3 2022.

Burney Company first reported a position in IJR in Q4 2017 and has held it in 8 quarters since. The position peaked at $332K in Q4 2021. 575 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Burney Company held 1,413 shares of iShares Core S&P Small-Cap ETF worth $210K as of Q2 2026.
iShares Core S&P Small-Cap ETF was a new Burney Company position in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.01% of Burney Company's portfolio in Q2 2026, its #591 holding.
Burney Company first reported a position in iShares Core S&P Small-Cap ETF in Q4 2017 and has held it in 8 quarters since.
Burney Company's iShares Core S&P Small-Cap ETF position peaked at $332K in Q4 2021.
575 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.