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

IFG 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 		$55.9M Buy
376,578
+9,459
+3% +$1.3M 7.7% 3
2026
Q1 		$45.6M Buy
367,119
+5,736
+2% +$729K 7.47% 4
2025
Q4 		$43.4M Buy
361,383
+8,353
+2% +$999K 7.23% 4
2025
Q3 		$42M Buy
353,030
+5,809
+2% +$668K 6.84% 4
2025
Q2 		$37.9M Buy
347,221
+55,262
+19% +$5.71M 6.37% 6
2025
Q1 		$30.5M Buy
291,959
+70,422
+32% +$7.95M 5.88% 6
2024
Q4 		$25.5M Buy
221,537
+18,276
+9% +$2.18M 5.07% 6
2024
Q3 		$23.8M Buy
203,261
+10,437
+5% +$1.18M 5.08% 7
2024
Q2 		$20.6M Buy
192,824
+13,787
+8% +$1.48M 4.86% 7
2024
Q1 		$19.8M Buy
179,037
+7,309
+4% +$776K 5.12% 7
2023
Q4 		$18.6M Buy
171,728
+8,436
+5% +$813K 5.45% 6
2023
Q3 		$15.4M Buy
163,292
+1,584
+1% +$158K 5.47% 5
2023
Q2 		$16.1M Buy
161,708
+10,453
+7% +$995K 5.72% 5
2023
Q1 		$14.6M Buy
151,255
+11,273
+8% +$1.13M 5.76% 5
2022
Q4 		$13.2M Buy
139,982
+12,261
+10% +$1.18M 5.79% 5
2022
Q3 		$11.1M Buy
127,721
+14,277
+13% +$1.39M 5.64% 5
2022
Q2 		$10.5M Buy
113,444
+10,254
+10% +$1.02M 5.3% 5
2022
Q1 		$11.1M Buy
103,190
+4,296
+4% +$464K 4.92% 5
2021
Q4 		$11.3M Buy
98,894
+3,588
+4% +$409K 4.8% 5
2021
Q3 		$10.4M Buy
95,306
+2,233
+2% +$246K 4.77% 6
2021
Q2 		$10.5M Sell
93,073
-817
-0.9% -$91.1K 5.01% 6
2021
Q1 		$10.2M Sell
93,890
-755
-0.8% -$79K 5.58% 6
2020
Q4 		$8.7M Sell
94,645
-2,240
-2% -$184K 5.39% 6
2020
Q3 		$6.81M Buy
96,885
+2,275
+2% +$163K 4.81% 6
2020
Q2 		$6.46M Buy
94,610
+41,927
+80% +$2.65M 5.1% 6
2020
Q1 		$2.96M Sell
52,683
-14,092
-21% -$1.05M 2.92% 10
2019
Q4 		$5.6M Buy
66,775
+3,641
+6% +$293K 4.62% 9
2019
Q3 		$4.91M Buy
+63,134
New +$4.89M 4.58% 8

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

IFG Advisors's IJR Position: Q2 2026 in Review

IFG Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2.6% in Q2 2026, buying an estimated $1.3M and bringing the position to 376,578 shares worth $55.9M. The position accounts for 7.7% of the portfolio, ranked #3.

IFG Advisors first reported a position in IJR in Q3 2019 and has held it in 28 quarters since. 2,847 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • IFG Advisors held 376,578 shares of iShares Core S&P Small-Cap ETF worth $55.9M as of Q2 2026.
  • IFG Advisors bought 9,459 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $1.3M.
  • iShares Core S&P Small-Cap ETF made up 7.7% of IFG Advisors's portfolio in Q2 2026, its #3 holding.
  • IFG Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q3 2019 and has held it in 28 quarters since.
  • 2,847 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on IFG Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.