Client 1st Advisory Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Client 1st Advisory Group’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	$1.09M	Buy	7,363 +478	+7%	+$65.6K	0.28%	49
2026 Q1	$856K	Buy	6,885 +2,267	+49%	+$288K	0.26%	48
2025 Q4	$555K	Buy	4,618 +680	+17%	+$81.3K	0.17%	68
2025 Q3	$468K	Sell	3,938 -36	-0.9%	-$4.14K	0.15%	73
2025 Q2	$434K	Buy	3,974 +195	+5%	+$20.2K	0.16%	71
2025 Q1	$395K	Buy	3,779 +19	+0.5%	+$2.14K	0.15%	73
2024 Q4	$433K	Sell	3,760 -303	-7%	-$36.2K	0.17%	70
2024 Q3	$475K	Sell	4,063 -423	-9%	-$47.8K	0.19%	66
2024 Q2	$478K	Sell	4,486 -1,093	-20%	-$117K	0.21%	65
2024 Q1	$617K	Sell	5,579 -1,449	-21%	-$154K	0.28%	46
2023 Q4	$761K	Sell	7,028 -723	-9%	-$69.7K	0.37%	38
2023 Q3	$731K	Sell	7,751 -2,833	-27%	-$283K	0.39%	38
2023 Q2	$1.05M	Sell	10,584 -2,802	-21%	-$267K	0.56%	33
2023 Q1	$1.29M	Buy	13,386 +3,001	+29%	+$300K	0.7%	27
2022 Q4	$983K	Buy	10,385 +6,364	+158%	+$610K	0.57%	27
2022 Q3	$351K	Buy	+4,021	New	+$391K	0.22%	55

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

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

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

AWM

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

Client 1st Advisory Group's IJR Position: Q2 2026 in Review

Client 1st Advisory Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 6.9% in Q2 2026, buying an estimated $65.6K and bringing the position to 7,363 shares worth $1.09M. The position accounts for 0.28% of the portfolio, ranked #49.

Client 1st Advisory Group first reported a position in IJR in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.29M in Q1 2023. 667 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Client 1st Advisory Group held 7,363 shares of iShares Core S&P Small-Cap ETF worth $1.09M as of Q2 2026.
Client 1st Advisory Group bought 478 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $65.6K.
iShares Core S&P Small-Cap ETF made up 0.28% of Client 1st Advisory Group's portfolio in Q2 2026, its #49 holding.
Client 1st Advisory Group first reported a position in iShares Core S&P Small-Cap ETF in Q3 2022 and has held it in 16 quarters since.
Client 1st Advisory Group's iShares Core S&P Small-Cap ETF position peaked at $1.29M in Q1 2023.
667 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.