GL
IJR icon

Gerber LLC’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Gerber LLC’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 		$385K Hold
2,593
– – 0.18% 56
2026
Q1 		$322K Sell
2,593
-147
-5% -$18.7K 0.18% 56
2025
Q4 		$329K Hold
2,740
– – 0.18% 57
2025
Q3 		$326K Hold
2,740
– – 0.2% 54
2025
Q2 		$299K Hold
2,740
– – 0.21% 64
2025
Q1 		$287K Hold
2,740
– – 0.24% 60
2024
Q4 		$316K Hold
2,740
– – 0.23% 54
2024
Q3 		$320K Hold
2,740
– – 0.24% 60
2024
Q2 		$292K Hold
2,740
– – 0.23% 65
2024
Q1 		$303K Buy
+2,740
New +$291K 0.25% 63

Other funds holding IJR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
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

Gerber LLC's IJR Position: Q2 2026 in Review

Gerber LLC held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 2,593 shares worth $385K. The position accounts for 0.18% of the portfolio, ranked #56.

Gerber LLC first reported a position in IJR in Q1 2024 and has held it in 10 quarters since. 1,676 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Gerber LLC held 2,593 shares of iShares Core S&P Small-Cap ETF worth $385K as of Q2 2026.
  • Gerber LLC left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
  • iShares Core S&P Small-Cap ETF made up 0.18% of Gerber LLC's portfolio in Q2 2026, its #56 holding.
  • Gerber LLC first reported a position in iShares Core S&P Small-Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,676 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Gerber LLC's 13F filing for Q2 2026, filed 29 Jul 2026.