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

Guardian Asset 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	$466K	Sell	3,141 -15,707	-83%	-$2.16M	0.21%	80
2026 Q1	$2.34M	Buy	18,848 +15,481	+460%	+$1.97M	1.37%	19
2025 Q4	$405K	Buy	3,367 +28	+0.8%	+$3.35K	0.21%	73
2025 Q3	$397K	Sell	3,339 -17,757	-84%	-$2.04M	0.21%	75
2025 Q2	$2.31M	Buy	21,096 +1,574	+8%	+$163K	1.32%	18
2025 Q1	$2.04M	Buy	19,522 +717	+4%	+$80.9K	1.33%	18
2024 Q4	$2.17M	Buy	18,805 +892	+5%	+$107K	1.39%	18
2024 Q3	$2.09M	Sell	17,913 -17,092	-49%	-$1.93M	1.42%	17
2024 Q2	$3.73M	Buy	35,005 +5,325	+18%	+$570K	2.74%	10
2024 Q1	$3.28M	Buy	29,680 +5,263	+22%	+$559K	2.72%	9
2023 Q4	$2.64M	Buy	+24,417	New	+$2.35M	2.48%	9

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 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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Guardian Asset Advisors's IJR Position: Q2 2026 in Review

Guardian Asset Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 83% in Q2 2026, selling an estimated $2.16M and leaving 3,141 shares worth $466K. The position accounts for 0.21% of the portfolio, ranked #80.

Guardian Asset Advisors first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.73M in Q2 2024. 1,159 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Guardian Asset Advisors held 3,141 shares of iShares Core S&P Small-Cap ETF worth $466K as of Q2 2026.
Guardian Asset Advisors sold 15,707 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $2.16M.
iShares Core S&P Small-Cap ETF made up 0.21% of Guardian Asset Advisors's portfolio in Q2 2026, its #80 holding.
Guardian Asset Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Guardian Asset Advisors's iShares Core S&P Small-Cap ETF position peaked at $3.73M in Q2 2024.
1,159 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Guardian Asset Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.