Cardiff Park Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Cardiff Park Advisors’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	$931K	Sell	6,280 -948	-13%	-$130K	0.07%	124
2026 Q1	$899K	Buy	7,228 +8	+0.1%	+$1.02K	0.07%	127
2025 Q4	$868K	Buy	7,220 +25	+0.3%	+$2.99K	0.07%	133
2025 Q3	$855K	Sell	7,195 -630	-8%	-$72.5K	0.07%	137
2025 Q2	$855K	Buy	7,825 +21	+0.3%	+$2.17K	0.07%	127
2025 Q1	$816K	Buy	7,804 +18	+0.2%	+$2.03K	0.08%	123
2024 Q4	$897K	Buy	7,786 +697	+10%	+$83.3K	0.09%	116
2024 Q3	$829K	Buy	7,089 +22	+0.3%	+$2.48K	0.07%	114
2024 Q2	$754K	Sell	7,067 -118	-2%	-$12.6K	0.07%	121
2024 Q1	$794K	Buy	7,185 +16	+0.2%	+$1.7K	0.08%	119
2023 Q4	$776K	Buy	7,169 +39	+0.5%	+$3.76K	0.09%	117
2023 Q3	$673K	Hold	7,130	–	–	0.08%	114
2023 Q2	$710K	Buy	7,130 +19	+0.3%	+$1.81K	0.09%	110
2023 Q1	$688K	Buy	7,111 +18	+0.3%	+$1.8K	0.09%	113
2022 Q4	$671K	Buy	7,093 +46	+0.7%	+$4.41K	0.09%	113
2022 Q3	$614K	Sell	7,047 -2,325	-25%	-$226K	0.1%	119
2022 Q2	$866K	Buy	9,372 +20	+0.2%	+$1.99K	0.13%	92
2022 Q1	$1.01M	Buy	9,352 +1,559	+20%	+$168K	0.14%	75
2021 Q4	$892K	Buy	+7,793	New	+$888K	0.12%	85

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cardiff Park Advisors's IJR Position: Q2 2026 in Review

Cardiff Park Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 13% in Q2 2026, selling an estimated $130K and leaving 6,280 shares worth $931K. The position accounts for 0.07% of the portfolio, ranked #124.

Cardiff Park Advisors first reported a position in IJR in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.01M in Q1 2022. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Cardiff Park Advisors held 6,280 shares of iShares Core S&P Small-Cap ETF worth $931K as of Q2 2026.
Cardiff Park Advisors sold 948 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $130K.
iShares Core S&P Small-Cap ETF made up 0.07% of Cardiff Park Advisors's portfolio in Q2 2026, its #124 holding.
Cardiff Park Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
Cardiff Park Advisors's iShares Core S&P Small-Cap ETF position peaked at $1.01M in Q1 2022.
2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Cardiff Park Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.