Capitol Family Office’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Capitol Family Office’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	$5.31M	Sell	35,835 -13,668	-28%	-$1.88M	5.61%	4
2026 Q1	$5.95M	Hold	49,503	–	–	7.02%	2
2025 Q4	$5.95M	Sell	49,503 -8,924	-15%	-$1.07M	7.02%	2
2025 Q3	$6.94M	Sell	58,427 -5,658	-9%	-$651K	8.42%	2
2025 Q2	$7M	Buy	64,085 +72	+0.1%	+$7.44K	9.13%	2
2025 Q1	$6.69M	Buy	+64,013	New	+$7.22M	9.47%	2

Other funds holding IJR

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

Capitol Family Office's IJR Position: Q2 2026 in Review

Capitol Family Office reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 28% in Q2 2026, selling an estimated $1.88M and leaving 35,835 shares worth $5.31M. The position accounts for 5.61% of the portfolio, ranked #4.

Capitol Family Office first reported a position in IJR in Q1 2025 and has held it in 6 quarters since. The position peaked at $7M in Q2 2025. 1,814 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Capitol Family Office held 35,835 shares of iShares Core S&P Small-Cap ETF worth $5.31M as of Q2 2026.
Capitol Family Office sold 13,668 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $1.88M.
iShares Core S&P Small-Cap ETF made up 5.61% of Capitol Family Office's portfolio in Q2 2026, its #4 holding.
Capitol Family Office first reported a position in iShares Core S&P Small-Cap ETF in Q1 2025 and has held it in 6 quarters since.
Capitol Family Office's iShares Core S&P Small-Cap ETF position peaked at $7M in Q2 2025.
1,814 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Capitol Family Office's 13F filing for Q2 2026, filed 31 Jul 2026.