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E&G Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

E&G Advisors’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 		$731K Hold
4,927
– – 0.14% 110
2026
Q1 		$612K Buy
4,927
+2,141
+77% +$272K 0.14% 117
2025
Q4 		$335K Hold
2,786
– – 0.07% 163
2025
Q3 		$331K Buy
2,786
+300
+12% +$34.5K 0.08% 166
2025
Q2 		$272K Sell
2,486
-40
-2% -$4.13K 0.07% 176
2025
Q1 		$264K Hold
2,526
– – 0.07% 175
2024
Q4 		$291K Buy
2,526
+50
+2% +$5.97K 0.08% 166
2024
Q3 		$290K Hold
2,476
– – 0.08% 170
2024
Q2 		$264K Hold
2,476
– – 0.08% 176
2024
Q1 		$274K Hold
2,476
– – 0.09% 161
2023
Q4 		$268K Buy
+2,476
New +$239K 0.1% 162
2023
Q3 		– Sell
-2,138
Closed -$213K – 196
2023
Q2 		$213K Hold
2,138
– – 0.07% 189
2023
Q1 		$207K Buy
+2,138
New +$214K 0.08% 188

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
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 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
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
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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

E&G Advisors's IJR Position: Q2 2026 in Review

E&G Advisors held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 4,927 shares worth $731K. The position accounts for 0.14% of the portfolio, ranked #110.

E&G Advisors first reported a position in IJR in Q1 2023 and has held it in 13 quarters since. 949 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • E&G Advisors held 4,927 shares of iShares Core S&P Small-Cap ETF worth $731K as of Q2 2026.
  • E&G Advisors left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
  • iShares Core S&P Small-Cap ETF made up 0.14% of E&G Advisors's portfolio in Q2 2026, its #110 holding.
  • E&G Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q1 2023 and has held it in 13 quarters since.
  • 949 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on E&G Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.