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

CJM Wealth Advisers’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	$25.2M	Sell	170,022 -4,831	-3%	-$663K	6.62%	4
2026 Q1	$21.7M	Sell	174,853 -3,507	-2%	-$446K	6.62%	4
2025 Q4	$21.4M	Sell	178,360 -1,337	-0.7%	-$160K	6.41%	4
2025 Q3	$21.4M	Sell	179,697 -25,684	-13%	-$2.95M	6.56%	4
2025 Q2	$22.4M	Buy	205,381 +640	+0.3%	+$66.2K	7.47%	4
2025 Q1	$21.4M	Buy	204,741 +1,377	+0.7%	+$155K	7.56%	4
2024 Q4	$23.4M	Buy	203,364 +4,266	+2%	+$510K	7.89%	4
2024 Q3	$23.3M	Buy	199,098 +4,777	+2%	+$540K	7.98%	4
2024 Q2	$20.6M	Buy	194,321 +2,624	+1%	+$281K	7.57%	4
2024 Q1	$21.2M	Sell	191,697 -216	-0.1%	-$22.9K	8.03%	4
2023 Q4	$20.8M	Sell	191,913 -5,133	-3%	-$495K	9.17%	4
2023 Q3	$18.6M	Sell	197,046 -5,733	-3%	-$573K	9.04%	4
2023 Q2	$20.2M	Sell	202,779 -9,066	-4%	-$863K	10.26%	3
2023 Q1	$20.5M	Buy	211,845 +7,165	+4%	+$716K	11.66%	3
2022 Q4	$19.4M	Buy	204,680 +7,287	+4%	+$699K	11.91%	3
2022 Q3	$17.2M	Buy	197,393 +5,022	+3%	+$488K	12.25%	3
2022 Q2	$17.8M	Buy	192,371 +105,544	+122%	+$10.5M	12.35%	3
2022 Q1	$9.37M	Buy	86,827 +17,824	+26%	+$1.92M	6.41%	3
2021 Q4	$7.9M	Buy	+69,003	New	+$7.86M	5.62%	4

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

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

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

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

CJM Wealth Advisers's IJR Position: Q2 2026 in Review

CJM Wealth Advisers reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 2.8% in Q2 2026, selling an estimated $663K and leaving 170,022 shares worth $25.2M. The position accounts for 6.62% of the portfolio, ranked #4.

CJM Wealth Advisers first reported a position in IJR in Q4 2021 and has held it in 19 quarters since. 748 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

CJM Wealth Advisers held 170,022 shares of iShares Core S&P Small-Cap ETF worth $25.2M as of Q2 2026.
CJM Wealth Advisers sold 4,831 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $663K.
iShares Core S&P Small-Cap ETF made up 6.62% of CJM Wealth Advisers's portfolio in Q2 2026, its #4 holding.
CJM Wealth Advisers first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
748 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on CJM Wealth Advisers's 13F filing for Q2 2026, filed 17 Jul 2026.