Harfst & Associates
IJR icon

Harfst & Associates’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Harfst & Associates’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
Q3 		$226K Buy
+1,658
New +$240K 0.03% 117
2017
Q3 		– Sell
-1,060
Closed -$74K – 142
2017
Q2 		$74K Sell
1,060
-148,874
-99% -$10.3M 0.03% 132
2017
Q1 		$10.4M Buy
149,934
+2,124
+1% +$146K 4.48% 5
2016
Q4 		$10.2M Buy
+147,810
New +$9.5M 5.08% 4

Other funds holding IJR

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Harfst & Associates's IJR Position: Q3 2026 in Review

Harfst & Associates opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q3 2026: 1,658 shares worth $226K. The stake represents 0.03% of the portfolio and ranks #117 among its holdings. This is a return to the name: Harfst & Associates previously reported a position in IJR as recently as Q2 2017.

Harfst & Associates first reported a position in IJR in Q4 2016 and has held it in 4 quarters since. The position peaked at $10.4M in Q1 2017. 1,905 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Harfst & Associates held 1,658 shares of iShares Core S&P Small-Cap ETF worth $226K as of Q3 2026.
  • iShares Core S&P Small-Cap ETF was a new Harfst & Associates position in Q3 2026.
  • iShares Core S&P Small-Cap ETF made up 0.03% of Harfst & Associates's portfolio in Q3 2026, its #117 holding.
  • Harfst & Associates first reported a position in iShares Core S&P Small-Cap ETF in Q4 2016 and has held it in 4 quarters since.
  • Harfst & Associates's iShares Core S&P Small-Cap ETF position peaked at $10.4M in Q1 2017.
  • 1,905 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Harfst & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.