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

Guidance 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 		$38M Buy
258,295
+3,616
+1% +$496K 8.13% 2
2026
Q1 		$35.2M Buy
254,679
+7,105
+3% +$903K 7.89% 2
2025
Q4 		$32.3M Buy
247,574
+12,769
+5% +$1.53M 7.89% 2
2025
Q3 		$28.4M Buy
234,805
+232,553
+10,327% +$26.7M 7.42% 2
2025
Q2 		$244K Sell
2,252
-70
-3% -$7.24K 0.07% 187
2025
Q1 		$239K Sell
2,322
-220,324
-99% -$24.9M 0.07% 186
2024
Q4 		$26.5M Buy
222,646
+1,787
+0.8% +$213K 8.11% 3
2024
Q3 		$26.1M Sell
220,859
-6,955
-3% -$786K 8.16% 2
2024
Q2 		$27M Sell
227,814
-11,156
-5% -$1.19M 8.83% 2
2024
Q1 		$24.7M Sell
238,970
-21,084
-8% -$2.24M 9.11% 2
2023
Q4 		$28M Buy
260,054
+257,528
+10,195% +$24.8M 11.13% 2
2023
Q3 		$231K Sell
2,526
-259,880
-99% -$26M 0.1% 139
2023
Q2 		$26.8M Buy
+262,406
New +$25M 11.64% 2

Other funds holding IJR

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
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
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
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Guidance Capital's IJR Position: Q2 2026 in Review

Guidance Capital increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.4% in Q2 2026, buying an estimated $496K and bringing the position to 258,295 shares worth $38M. The position accounts for 8.13% of the portfolio, ranked #2.

Guidance Capital first reported a position in IJR in Q2 2023 and has held it in 13 quarters since. 708 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Guidance Capital held 258,295 shares of iShares Core S&P Small-Cap ETF worth $38M as of Q2 2026.
  • Guidance Capital bought 3,616 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $496K.
  • iShares Core S&P Small-Cap ETF made up 8.13% of Guidance Capital's portfolio in Q2 2026, its #2 holding.
  • Guidance Capital first reported a position in iShares Core S&P Small-Cap ETF in Q2 2023 and has held it in 13 quarters since.
  • 708 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Guidance Capital's 13F filing for Q2 2026, filed 20 Jul 2026.