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Griffin Asset Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Griffin Asset Management’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 		$202K Buy
+1,360
New +$187K 0.02% 234
2019
Q3 		– Sell
-780
Closed -$61K – 341
2019
Q2 		$61K Buy
+780
New +$60.6K 0.01% 343

Other funds holding IJR

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
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
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Griffin Asset Management's IJR Position: Q2 2026 in Review

Griffin Asset Management opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 1,360 shares worth $202K. The stake represents 0.02% of the portfolio and ranks #234 among its holdings. This is a return to the name: Griffin Asset Management previously reported a position in IJR as recently as Q2 2019.

Griffin Asset Management first reported a position in IJR in Q2 2019 and has held it in 2 quarters since. 1,062 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Griffin Asset Management held 1,360 shares of iShares Core S&P Small-Cap ETF worth $202K as of Q2 2026.
  • iShares Core S&P Small-Cap ETF was a new Griffin Asset Management position in Q2 2026.
  • iShares Core S&P Small-Cap ETF made up 0.02% of Griffin Asset Management's portfolio in Q2 2026, its #234 holding.
  • Griffin Asset Management first reported a position in iShares Core S&P Small-Cap ETF in Q2 2019 and has held it in 2 quarters since.
  • 1,062 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Griffin Asset Management's 13F filing for Q2 2026, filed 23 Jul 2026.