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

Farther Finance 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	$118M	Buy	792,656 +55,481	+8%	+$7.61M	0.92%	16
2026 Q1	$92.1M	Buy	737,175 +78,019	+12%	+$9.91M	0.87%	16
2025 Q4	$79.2M	Buy	659,156 +156,684	+31%	+$18.7M	0.85%	17
2025 Q3	$59.7M	Buy	502,472 +22,924	+5%	+$2.64M	0.9%	16
2025 Q2	$52.4M	Buy	479,548 +206,941	+76%	+$21.4M	1.05%	12
2025 Q1	$28.6M	Buy	272,607 +33,556	+14%	+$3.79M	0.73%	19
2024 Q4	$27.5M	Buy	239,051 +27,558	+13%	+$3.29M	1%	15
2024 Q3	$24.7M	Buy	211,493 +35,111	+20%	+$3.97M	0.93%	14
2024 Q2	$18.7M	Buy	176,382 +31,546	+22%	+$3.38M	0.9%	15
2024 Q1	$15.8M	Buy	144,836 +12,583	+10%	+$1.34M	0.96%	13
2023 Q4	$14.3M	Buy	132,253 +106,260	+409%	+$10.2M	1.03%	12
2023 Q3	$2.45M	Buy	25,993 +18,530	+248%	+$1.85M	0.39%	50
2023 Q2	$744K	Sell	7,463 -2,426	-25%	-$231K	0.16%	117
2023 Q1	$956K	Sell	9,889 -4,795	-33%	-$479K	0.28%	70
2022 Q4	$1.39M	Buy	+14,684	New	+$1.41M	0.54%	30

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

Farther Finance Advisors's IJR Position: Q2 2026 in Review

Farther Finance Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 7.5% in Q2 2026, buying an estimated $7.61M and bringing the position to 792,656 shares worth $118M. The position accounts for 0.92% of the portfolio, ranked #16.

Farther Finance Advisors first reported a position in IJR in Q4 2022 and has held it in 15 quarters since. 2,842 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Farther Finance Advisors held 792,656 shares of iShares Core S&P Small-Cap ETF worth $118M as of Q2 2026.
Farther Finance Advisors bought 55,481 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $7.61M.
iShares Core S&P Small-Cap ETF made up 0.92% of Farther Finance Advisors's portfolio in Q2 2026, its #16 holding.
Farther Finance Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
2,842 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.