Community Financial Services Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Community Financial Services 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	$18.6K	Buy	126 +123	+4,100%	+$16.9K	﹤0.01%	317
2026 Q1	$375	Buy	+3	New	+$381	﹤0.01%	451
2020 Q2	–	Sell	-9,065	Closed	-$509K	–	86
2020 Q1	$509K	Buy	9,065 +62	+0.7%	+$4.62K	0.17%	53
2019 Q4	$755K	Buy	9,003 +201	+2%	+$16.2K	0.2%	48
2019 Q3	$685K	Buy	8,802 +552	+7%	+$42.7K	0.2%	48
2019 Q2	$646K	Buy	8,250 +1,492	+22%	+$116K	0.22%	46
2019 Q1	$521K	Buy	6,758 +437	+7%	+$33.6K	0.18%	52
2018 Q4	$438K	Buy	6,321 +105	+2%	+$8.12K	0.17%	55
2018 Q3	$542K	Buy	6,216 +402	+7%	+$35.2K	0.18%	55
2018 Q2	$485K	Buy	5,814 +1,560	+37%	+$127K	0.17%	56
2018 Q1	$328K	Buy	4,254 +307	+8%	+$23.9K	0.13%	53
2017 Q4	$303K	Buy	+3,947	New	+$298K	0.12%	54
2015 Q1	–	Sell	-378	Closed	-$22K	–	336
2014 Q4	$22K	Buy	+378	New	+$20.6K	0.01%	184

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

Community Financial Services Group's IJR Position: Q2 2026 in Review

Community Financial Services Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 4,100% in Q2 2026, buying an estimated $16.9K and bringing the position to 126 shares worth $18.6K. The position accounts for ﹤0.01% of the portfolio, ranked #317.

Community Financial Services Group first reported a position in IJR in Q4 2014 and has held it in 13 quarters since. The position peaked at $755K in Q4 2019. 747 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Community Financial Services Group held 126 shares of iShares Core S&P Small-Cap ETF worth $18.6K as of Q2 2026.
Community Financial Services Group bought 123 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $16.9K.
iShares Core S&P Small-Cap ETF made up ﹤0.01% of Community Financial Services Group's portfolio in Q2 2026, its #317 holding.
Community Financial Services Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2014 and has held it in 13 quarters since.
Community Financial Services Group's iShares Core S&P Small-Cap ETF position peaked at $755K in Q4 2019.
747 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.