CSF
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Capital Squared Financial’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Capital Squared Financial’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 		$3.29M Sell
22,156
-81
-0.4% -$11.1K 2.15% 10
2026
Q1 		$2.76M Buy
22,237
+998
+5% +$127K 2.11% 11
2025
Q4 		$2.55M Buy
21,239
+5,346
+34% +$639K 1.99% 12
2025
Q3 		$1.89M Buy
15,893
+509
+3% +$58.5K 1.64% 17
2025
Q2 		$1.68M Buy
+15,384
New +$1.59M 1.96% 13

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
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

Capital Squared Financial's IJR Position: Q2 2026 in Review

Capital Squared Financial reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.36% in Q2 2026, selling an estimated $11.1K and leaving 22,156 shares worth $3.29M. The position accounts for 2.15% of the portfolio, ranked #10.

Capital Squared Financial first reported a position in IJR in Q2 2025 and has held it in 5 quarters since. 970 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Capital Squared Financial held 22,156 shares of iShares Core S&P Small-Cap ETF worth $3.29M as of Q2 2026.
  • Capital Squared Financial sold 81 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $11.1K.
  • iShares Core S&P Small-Cap ETF made up 2.15% of Capital Squared Financial's portfolio in Q2 2026, its #10 holding.
  • Capital Squared Financial first reported a position in iShares Core S&P Small-Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 970 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Capital Squared Financial's 13F filing for Q2 2026, filed 22 Jul 2026.