CFS Investment Advisory Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

CFS Investment Advisory Services’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	$7.02M	Sell	47,896 -919	-2%	-$126K	0.47%	48
2026 Q1	$6.61M	Sell	48,815 -10,687	-18%	-$1.36M	0.46%	54
2025 Q4	$7.15M	Buy	59,502 +520	+0.9%	+$62.2K	0.52%	47
2025 Q3	$7.15M	Buy	58,982 +793	+1%	+$91.2K	0.53%	49
2025 Q2	$6.36M	Sell	58,189 -43	-0.1%	-$4.45K	0.52%	48
2025 Q1	$6.09M	Sell	58,232 -398	-0.7%	-$44.9K	0.54%	43
2024 Q4	$6.75M	Sell	58,630 -50,764	-46%	-$6.06M	0.61%	38
2024 Q3	$12.8M	Buy	109,394 +3,766	+4%	+$425K	1.08%	22
2024 Q2	$11.3M	Buy	+105,628	New	+$11.3M	0.92%	24
2023 Q4	–	Sell	-33,723	Closed	-$3.18M	–	158
2023 Q3	$3.18M	Buy	33,723 +8,624	+34%	+$862K	0.51%	40
2023 Q2	$2.5M	Buy	25,099 +2,104	+9%	+$200K	0.32%	60
2023 Q1	$2.22M	Buy	+22,995	New	+$2.3M	0.4%	40
2022 Q3	–	Sell	-5,269	Closed	-$487K	–	292
2022 Q2	$487K	Sell	5,269 -909,661	-99%	-$90.5M	0.07%	166
2022 Q1	$8K	Buy	914,930 +906,701	+11,018%	+$97.8M	0.03%	171
2021 Q4	$871K	Buy	8,229 +140	+2%	+$16K	0.12%	140
2021 Q3	$873K	Sell	8,089 -16,945	-68%	-$1.87M	0.12%	143
2021 Q2	$2.83M	Buy	+25,034	New	+$2.79M	2.58%	10
2020 Q4	$726K	Buy	+7,901	New	+$649K	0.12%	127

Other funds holding IJR

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 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

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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

CFS Investment Advisory Services's IJR Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.9% in Q2 2026, selling an estimated $126K and leaving 47,896 shares worth $7.02M. The position accounts for 0.47% of the portfolio, ranked #48.

CFS Investment Advisory Services first reported a position in IJR in Q4 2020 and has held it in 18 quarters since. The position peaked at $12.8M in Q3 2024. 847 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

CFS Investment Advisory Services held 47,896 shares of iShares Core S&P Small-Cap ETF worth $7.02M as of Q2 2026.
CFS Investment Advisory Services sold 919 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $126K.
iShares Core S&P Small-Cap ETF made up 0.47% of CFS Investment Advisory Services's portfolio in Q2 2026, its #48 holding.
CFS Investment Advisory Services first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 18 quarters since.
CFS Investment Advisory Services's iShares Core S&P Small-Cap ETF position peaked at $12.8M in Q3 2024.
847 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.