Clune & Associates’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Clune & Associates’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	$30.3M	Buy	204,066 +78,846	+63%	+$10.8M	4.58%	3
2026 Q1	$15.6M	Buy	125,220 +62,865	+101%	+$7.99M	2.93%	8
2025 Q4	$7.49M	Buy	62,355 +11,550	+23%	+$1.38M	1.62%	16
2025 Q3	$6.04M	Buy	50,805 +693	+1%	+$79.7K	1.51%	19
2025 Q2	$5.48M	Buy	50,112 +8,849	+21%	+$915K	1.5%	19
2025 Q1	$4.31M	Buy	41,263 +7,176	+21%	+$810K	1.33%	20
2024 Q4	$3.93M	Buy	+34,087	New	+$4.07M	1.3%	21

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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Clune & Associates's IJR Position: Q2 2026 in Review

Clune & Associates increased its iShares Core S&P Small-Cap ETF (IJR) stake by 63% in Q2 2026, buying an estimated $10.8M and bringing the position to 204,066 shares worth $30.3M. The position accounts for 4.58% of the portfolio, ranked #3.

Clune & Associates first reported a position in IJR in Q4 2024 and has held it in 7 quarters since. 706 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Clune & Associates held 204,066 shares of iShares Core S&P Small-Cap ETF worth $30.3M as of Q2 2026.
Clune & Associates bought 78,846 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $10.8M.
iShares Core S&P Small-Cap ETF made up 4.58% of Clune & Associates's portfolio in Q2 2026, its #3 holding.
Clune & Associates first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
706 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.