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

Centurion 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	$1.12M	Buy	7,539 +23	+0.3%	+$3.16K	0.27%	87
2026 Q1	$934K	Sell	7,516 -19	-0.3%	-$2.41K	0.21%	102
2025 Q4	$906K	Buy	7,535 +81	+1%	+$9.69K	0.2%	94
2025 Q3	$886K	Buy	7,454 +289	+4%	+$33.2K	0.2%	94
2025 Q2	$783K	Sell	7,165 -723	-9%	-$74.7K	0.22%	79
2025 Q1	$909K	Hold	7,888	–	–	0.28%	66
2024 Q4	$909K	Buy	7,888 +228	+3%	+$27.2K	0.28%	66
2024 Q3	$896K	Buy	+7,660	New	+$865K	0.29%	67
2024 Q1	$865K	Buy	7,822 +18	+0.2%	+$1.91K	0.34%	58
2023 Q4	$845K	Buy	7,804 +671	+9%	+$64.7K	0.36%	52
2023 Q3	$673K	Buy	7,133 +1,318	+23%	+$132K	0.33%	56
2023 Q2	$579K	Sell	5,815 -3,062	-34%	-$292K	0.28%	62
2023 Q1	$858K	Sell	8,877 -7,813	-47%	-$781K	0.43%	50
2022 Q4	$1.58M	Buy	+16,690	New	+$1.6M	0.89%	23

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

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

Centurion Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.31% in Q2 2026, buying an estimated $3.16K and bringing the position to 7,539 shares worth $1.12M. The position accounts for 0.27% of the portfolio, ranked #87.

Centurion Wealth Management first reported a position in IJR in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.58M in Q4 2022. 575 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Centurion Wealth Management held 7,539 shares of iShares Core S&P Small-Cap ETF worth $1.12M as of Q2 2026.
Centurion Wealth Management bought 23 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $3.16K.
iShares Core S&P Small-Cap ETF made up 0.27% of Centurion Wealth Management's portfolio in Q2 2026, its #87 holding.
Centurion Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 14 quarters since.
Centurion Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $1.58M in Q4 2022.
575 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.