CFO
IJR icon

Collective Family Office’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Collective Family Office’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 		$929K Hold
6,265
– – 0.19% 85
2026
Q1 		$779K Sell
6,265
-90
-1% -$11.4K 0.18% 88
2025
Q4 		$764K Buy
6,355
+1,310
+26% +$157K 0.18% 90
2025
Q3 		$599K Buy
5,045
+1,901
+60% +$219K 0.14% 103
2025
Q2 		$344K Hold
3,144
– – 0.09% 127
2025
Q1 		$329K Sell
3,144
-375
-11% -$42.3K 0.09% 125
2024
Q4 		$405K Sell
3,519
-15
-0.4% -$1.79K 0.11% 116
2024
Q3 		$413K Hold
3,534
– – 0.11% 121
2024
Q2 		$377K Buy
3,534
+1,368
+63% +$146K 0.11% 130
2024
Q1 		$239K Hold
2,166
– – 0.08% 160
2023
Q4 		$234K Hold
2,166
– – 0.08% 153
2023
Q3 		$204K Hold
2,166
– – 0.08% 161
2023
Q2 		$216K Sell
2,166
-577
-21% -$54.9K 0.08% 165
2023
Q1 		$265K Buy
2,743
+100
+4% +$10K 0.11% 143
2022
Q4 		$250K Sell
2,643
-3,365
-56% -$323K 0.11% 146
2022
Q3 		$524K Sell
6,008
-1,810
-23% -$176K 0.26% 94
2022
Q2 		$722K Sell
7,818
-726
-8% -$72.2K 0.31% 84
2022
Q1 		$922K Buy
8,544
+277
+3% +$29.9K 0.35% 75
2021
Q4 		$947K Sell
8,267
-567
-6% -$64.6K 0.37% 77
2021
Q3 		$965K Sell
8,834
-123
-1% -$13.5K 0.42% 65
2021
Q2 		$1.01M Hold
8,957
– – 0.43% 66
2021
Q1 		$972K Hold
8,957
– – 0.47% 61
2020
Q4 		$823K Buy
+8,957
New +$736K 0.46% 66

Other funds holding IJR

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
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
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Collective Family Office's IJR Position: Q2 2026 in Review

Collective Family Office held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 6,265 shares worth $929K. The position accounts for 0.19% of the portfolio, ranked #85.

Collective Family Office first reported a position in IJR in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.01M in Q2 2021. 539 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Collective Family Office held 6,265 shares of iShares Core S&P Small-Cap ETF worth $929K as of Q2 2026.
  • Collective Family Office left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
  • iShares Core S&P Small-Cap ETF made up 0.19% of Collective Family Office's portfolio in Q2 2026, its #85 holding.
  • Collective Family Office first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Collective Family Office's iShares Core S&P Small-Cap ETF position peaked at $1.01M in Q2 2021.
  • 539 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.