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

Granite FO 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	$4.93M	Buy	33,210 +640	+2%	+$87.8K	2.6%	8
2026 Q1	$4.05M	Buy	32,570 +915	+3%	+$116K	2.4%	9
2025 Q4	$3.8M	Buy	31,655 +3,025	+11%	+$362K	2.03%	11
2025 Q3	$3.4M	Buy	28,630 +595	+2%	+$68.4K	1.85%	11
2025 Q2	$3.06M	Buy	28,035 +3,305	+13%	+$342K	1.74%	13
2025 Q1	$2.59M	Buy	24,730 +1,580	+7%	+$178K	1.47%	13
2024 Q4	$2.67M	Buy	23,150 +155	+0.7%	+$18.5K	1.52%	13
2024 Q3	$2.69M	Buy	22,995 +1,185	+5%	+$134K	1.52%	13
2024 Q2	$2.33M	Sell	21,810 -1,185	-5%	-$127K	1.49%	12
2024 Q1	$2.65M	Buy	22,995 +14,555	+172%	+$1.55M	1.56%	12
2023 Q4	$914K	Hold	8,440	–	–	0.61%	24
2023 Q3	$796K	Hold	8,440	–	–	0.56%	24
2023 Q2	$841K	Hold	8,440	–	–	0.58%	25
2023 Q1	$793K	Hold	8,440	–	–	0.49%	31
2022 Q4	$860K	Buy	+8,440	New	+$810K	0.66%	21

Other funds holding IJR

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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 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

Granite FO LLC's IJR Position: Q2 2026 in Review

Granite FO LLC increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2% in Q2 2026, buying an estimated $87.8K and bringing the position to 33,210 shares worth $4.93M. The position accounts for 2.6% of the portfolio, ranked #8.

Granite FO LLC first reported a position in IJR in Q4 2022 and has held it in 15 quarters since. 1,512 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Granite FO LLC held 33,210 shares of iShares Core S&P Small-Cap ETF worth $4.93M as of Q2 2026.
Granite FO LLC bought 640 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $87.8K.
iShares Core S&P Small-Cap ETF made up 2.6% of Granite FO LLC's portfolio in Q2 2026, its #8 holding.
Granite FO LLC first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
1,512 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Granite FO LLC's 13F filing for Q2 2026, filed 15 Jul 2026.