Fairvoy Private Wealth’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Fairvoy Private Wealth’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	$1.66M	Sell	11,216 -3,147	-22%	-$432K	0.34%	66
2026 Q1	$1.79M	Buy	+14,363	New	+$1.82M	0.43%	59
2025 Q2	–	Sell	-9,605	Closed	-$1M	–	185
2025 Q1	$1M	Sell	9,605 -23,802	-71%	-$2.69M	0.28%	77
2024 Q4	$3.85M	Buy	+33,407	New	+$3.99M	1.02%	29

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

Fairvoy Private Wealth's IJR Position: Q2 2026 in Review

Fairvoy Private Wealth reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 22% in Q2 2026, selling an estimated $432K and leaving 11,216 shares worth $1.66M. The position accounts for 0.34% of the portfolio, ranked #66.

Fairvoy Private Wealth first reported a position in IJR in Q4 2024 and has held it in 4 quarters since. The position peaked at $3.85M in Q4 2024. 747 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Fairvoy Private Wealth held 11,216 shares of iShares Core S&P Small-Cap ETF worth $1.66M as of Q2 2026.
Fairvoy Private Wealth sold 3,147 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $432K.
iShares Core S&P Small-Cap ETF made up 0.34% of Fairvoy Private Wealth's portfolio in Q2 2026, its #66 holding.
Fairvoy Private Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 4 quarters since.
Fairvoy Private Wealth's iShares Core S&P Small-Cap ETF position peaked at $3.85M in Q4 2024.
747 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Fairvoy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.