Fairview Capital Investment Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Fairview Capital Investment Management’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	$896K	Hold	6,044	–	–	0.05%	114
2026 Q1	$751K	Buy	6,044 +3,600	+147%	+$457K	0.04%	118
2025 Q4	$294K	Sell	2,444 -800	-25%	-$95.7K	0.02%	150
2025 Q3	$385K	Hold	3,244	–	–	0.02%	130
2025 Q2	$355K	Sell	3,244 -10	-0.3%	-$1.03K	0.02%	125
2025 Q1	$340K	Hold	3,254	–	–	0.02%	130
2024 Q4	$375K	Hold	3,254	–	–	0.02%	127
2024 Q3	$381K	Buy	+3,254	New	+$368K	0.02%	124

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

Fairview Capital Investment Management's IJR Position: Q2 2026 in Review

Fairview Capital Investment Management held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 6,044 shares worth $896K. The position accounts for 0.05% of the portfolio, ranked #114.

Fairview Capital Investment Management first reported a position in IJR in Q3 2024 and has held it in 8 quarters since. 2,830 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Fairview Capital Investment Management held 6,044 shares of iShares Core S&P Small-Cap ETF worth $896K as of Q2 2026.
Fairview Capital Investment Management left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.05% of Fairview Capital Investment Management's portfolio in Q2 2026, its #114 holding.
Fairview Capital Investment Management first reported a position in iShares Core S&P Small-Cap ETF in Q3 2024 and has held it in 8 quarters since.
2,830 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Fairview Capital Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.