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

G&S Capital’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 		$7.59M Sell
51,198
-407
-0.8% -$55.9K 2.2% 6
2026
Q1 		$6.42M Buy
51,605
+1,542
+3% +$196K 2.25% 7
2025
Q4 		$6.02M Sell
50,063
-270
-0.5% -$32.3K 2.13% 8
2025
Q3 		$5.98M Buy
50,333
+1,401
+3% +$161K 2.21% 7
2025
Q2 		$5.35M Buy
48,932
+1,532
+3% +$158K 2.12% 9
2025
Q1 		$4.96M Buy
47,400
+3,462
+8% +$391K 2.1% 7
2024
Q4 		$5.06M Buy
43,938
+14,120
+47% +$1.69M 2.09% 7
2024
Q3 		$3.49M Buy
29,818
+684
+2% +$77.3K 1.46% 13
2024
Q2 		$3.29M Buy
29,134
+747
+3% +$79.9K 1.43% 13
2024
Q1 		$3.14M Sell
28,387
-15,083
-35% -$1.6M 1.4% 14
2023
Q4 		$4.71M Buy
43,470
+224
+0.5% +$21.6K 2.24% 6
2023
Q3 		$4.08M Sell
43,246
-146
-0.3% -$14.6K 2.08% 6
2023
Q2 		$4.32M Sell
43,392
-14,710
-25% -$1.4M 2.08% 6
2023
Q1 		$5.62M Buy
58,102
+450
+0.8% +$45K 2.48% 7
2022
Q4 		$5.46M Buy
57,652
+10,195
+21% +$978K 2.42% 7
2022
Q3 		$4.14M Buy
47,457
+9,083
+24% +$882K 2.2% 9
2022
Q2 		$3.55M Sell
38,374
-20,616
-35% -$2.05M 2.09% 15
2022
Q1 		$6.36M Sell
58,990
-820
-1% -$88.5K 3.4% 4
2021
Q4 		$6.85M Buy
59,810
+7,093
+13% +$808K 3.41% 5
2021
Q3 		$5.76M Buy
52,717
+2,020
+4% +$222K 3.17% 5
2021
Q2 		$5.73M Buy
50,697
+537
+1% +$59.9K 3% 5
2021
Q1 		$5.44M Sell
50,160
-688
-1% -$72K 3.17% 5
2020
Q4 		$4.67M Buy
50,848
+13,433
+36% +$1.1M 2.79% 6
2020
Q3 		$2.63M Buy
37,415
+959
+3% +$68.7K 1.9% 19
2020
Q2 		$2.49M Buy
+36,456
New +$2.3M 2.23% 11
2020
Q1 		– Sell
-100,764
Closed -$8.45M – 208
2019
Q4 		$8.45M Buy
100,764
+25,888
+35% +$2.08M 4.77% 2
2019
Q3 		$5.83M Buy
74,876
+161
+0.2% +$12.5K 3.4% 7
2019
Q2 		$5.85M Buy
74,715
+37,425
+100% +$2.91M 3.51% 6
2019
Q1 		$2.88M Buy
+37,290
New +$2.86M 1.77% 20

Other funds holding IJR

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 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
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
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

G&S Capital's IJR Position: Q2 2026 in Review

G&S Capital reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.79% in Q2 2026, selling an estimated $55.9K and leaving 51,198 shares worth $7.59M. The position accounts for 2.2% of the portfolio, ranked #6.

G&S Capital first reported a position in IJR in Q1 2019 and has held it in 29 quarters since. The position peaked at $8.45M in Q4 2019. 575 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • G&S Capital held 51,198 shares of iShares Core S&P Small-Cap ETF worth $7.59M as of Q2 2026.
  • G&S Capital sold 407 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $55.9K.
  • iShares Core S&P Small-Cap ETF made up 2.2% of G&S Capital's portfolio in Q2 2026, its #6 holding.
  • G&S Capital first reported a position in iShares Core S&P Small-Cap ETF in Q1 2019 and has held it in 29 quarters since.
  • G&S Capital's iShares Core S&P Small-Cap ETF position peaked at $8.45M in Q4 2019.
  • 575 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on G&S Capital's 13F filing for Q2 2026, filed 10 Jul 2026.