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Horizon Financial Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Horizon Financial Services’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 		$6.08K Buy
+41
New +$5.63K ﹤0.01% 375
2022
Q1 		– Sell
-1,200
Closed -$137K – 83
2021
Q4 		$137K Hold
1,200
– – 0.08% 60
2021
Q3 		$131K Hold
1,200
– – 0.09% 67
2021
Q2 		$136K Sell
1,200
-31
-3% -$3.46K 0.1% 62
2021
Q1 		$134K Buy
1,231
+31
+3% +$3.25K 0.12% 24
2020
Q4 		$110K Hold
1,200
– – 0.1% 25
2020
Q3 		$84K Buy
+1,200
New +$86K 0.08% 28

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

Horizon Financial Services's IJR Position: Q2 2026 in Review

Horizon Financial Services opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 41 shares worth $6.08K. The stake represents ﹤0.01% of the portfolio and ranks #375 among its holdings. This is a return to the name: Horizon Financial Services previously reported a position in IJR as recently as Q4 2021.

Horizon Financial Services first reported a position in IJR in Q3 2020 and has held it in 7 quarters since. The position peaked at $137K in Q4 2021. 1,062 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Horizon Financial Services held 41 shares of iShares Core S&P Small-Cap ETF worth $6.08K as of Q2 2026.
  • iShares Core S&P Small-Cap ETF was a new Horizon Financial Services position in Q2 2026.
  • iShares Core S&P Small-Cap ETF made up ﹤0.01% of Horizon Financial Services's portfolio in Q2 2026, its #375 holding.
  • Horizon Financial Services first reported a position in iShares Core S&P Small-Cap ETF in Q3 2020 and has held it in 7 quarters since.
  • Horizon Financial Services's iShares Core S&P Small-Cap ETF position peaked at $137K in Q4 2021.
  • 1,062 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.