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

CVA 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	$3.72M	Sell	25,061 -17	-0.1%	-$2.33K	0.34%	52
2026 Q1	$3.12M	Buy	25,078 +1,036	+4%	+$132K	0.33%	53
2025 Q4	$2.89M	Sell	24,042 -850	-3%	-$102K	0.33%	54
2025 Q3	$2.96M	Buy	24,892 +40	+0.2%	+$4.6K	0.38%	54
2025 Q2	$2.72M	Sell	24,852 -24	-0.1%	-$2.48K	0.38%	53
2025 Q1	$2.6M	Sell	24,876 -47,297	-66%	-$5.34M	0.4%	52
2024 Q4	$8.32M	Sell	72,173 -369	-0.5%	-$44.1K	1.32%	15
2024 Q3	$8.48M	Sell	72,542 -493	-0.7%	-$55.7K	1.38%	16
2024 Q2	$7.79M	Sell	73,035 -5,203	-7%	-$557K	1.4%	16
2024 Q1	$8.65M	Buy	78,238 +231	+0.3%	+$24.5K	1.54%	13
2023 Q4	$8.44M	Sell	78,007 -8,417	-10%	-$811K	1.65%	14
2023 Q3	$8.15M	Sell	86,424 -5,618	-6%	-$561K	1.86%	13
2023 Q2	$9.17M	Buy	92,042 +2,515	+3%	+$239K	1.92%	8
2023 Q1	$8.66M	Sell	89,527 -1,438	-2%	-$144K	1.93%	8
2022 Q4	$8.61M	Sell	90,965 -7,558	-8%	-$725K	2.09%	8
2022 Q3	$8.59M	Sell	98,523 -180	-0.2%	-$17.5K	2.33%	7
2022 Q2	$9.12M	Sell	98,703 -445	-0.4%	-$44.3K	2.48%	6
2022 Q1	$10.7M	Sell	99,148 -831	-0.8%	-$89.7K	2.56%	8
2021 Q4	$11.4M	Buy	99,979 +64,363	+181%	+$7.34M	2.85%	7
2021 Q3	$2.5M	Sell	35,616 -38,380	-52%	-$4.23M	1.81%	17
2021 Q2	$8.36M	Buy	73,996 +31,116	+73%	+$3.47M	2.38%	9
2021 Q1	$4.65M	Buy	42,880 +8,950	+26%	+$937K	1.77%	11
2020 Q4	$3.12M	Sell	33,930 -1,686	-5%	-$139K	1.92%	13
2020 Q3	$2.5M	Buy	35,616 +3,000	+9%	+$215K	1.81%	17
2020 Q2	$2.23M	Sell	32,616 -258	-0.8%	-$16.3K	1.83%	16
2020 Q1	$1.84M	Sell	32,874 -3,759	-10%	-$280K	1.87%	11
2019 Q4	$3.07M	Buy	+36,633	New	+$2.95M	2.83%	9

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

CVA Family Office reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.07% in Q2 2026, selling an estimated $2.33K and leaving 25,061 shares worth $3.72M. The position accounts for 0.34% of the portfolio, ranked #52.

CVA Family Office first reported a position in IJR in Q4 2019 and has held it in 27 quarters since. The position peaked at $11.4M in Q4 2021. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

CVA Family Office held 25,061 shares of iShares Core S&P Small-Cap ETF worth $3.72M as of Q2 2026.
CVA Family Office sold 17 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $2.33K.
iShares Core S&P Small-Cap ETF made up 0.34% of CVA Family Office's portfolio in Q2 2026, its #52 holding.
CVA Family Office first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 27 quarters since.
CVA Family Office's iShares Core S&P Small-Cap ETF position peaked at $11.4M in Q4 2021.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.