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

IFG Advisory’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	$15.5M	Buy	+104,814	New	+$14.4M	0.54%	31
2026 Q1	–	Sell	-100,964	Closed	-$12.1M	–	604
2025 Q4	$12.1M	Buy	100,964 +3,400	+3%	+$407K	0.53%	38
2025 Q3	$11.6M	Buy	97,564 +3,783	+4%	+$435K	0.53%	43
2025 Q2	$10.2M	Sell	93,781 -374	-0.4%	-$38.7K	0.51%	44
2025 Q1	$9.85M	Buy	94,155 +2,429	+3%	+$274K	0.55%	38
2024 Q4	$10.6M	Buy	91,726 +7,632	+9%	+$912K	0.6%	35
2024 Q3	$9.84M	Buy	84,094 +1,390	+2%	+$157K	0.63%	35
2024 Q2	$8.82M	Buy	82,704 +5,203	+7%	+$557K	0.57%	33
2024 Q1	$8.57M	Buy	77,501 +13,289	+21%	+$1.41M	0.64%	29
2023 Q4	$6.95M	Buy	64,212 +4,252	+7%	+$410K	0.51%	38
2023 Q3	$5.66M	Sell	59,960 -1,760	-3%	-$176K	0.48%	43
2023 Q2	$6.15M	Sell	61,720 -2,157	-3%	-$205K	0.55%	43
2023 Q1	$6.18M	Buy	63,877 +796	+1%	+$79.6K	0.58%	37
2022 Q4	$5.97M	Sell	63,081 -129,786	-67%	-$12.4M	0.59%	35
2022 Q3	$16.8M	Buy	192,867 +132,671	+220%	+$12.9M	1.53%	11
2022 Q2	$5.56M	Sell	60,196 -4,083	-6%	-$406K	0.59%	37
2022 Q1	$6.93M	Sell	64,279 -1,476	-2%	-$159K	0.7%	27
2021 Q4	$7.53M	Buy	65,755 +4,738	+8%	+$540K	0.73%	27
2021 Q3	$6.66M	Buy	61,017 +2,229	+4%	+$245K	0.72%	28
2021 Q2	$6.64M	Buy	58,788 +9,283	+19%	+$1.04M	0.74%	23
2021 Q1	$5.37M	Buy	49,505 +3,558	+8%	+$372K	0.67%	26
2020 Q4	$4.22M	Sell	45,947 -12,421	-21%	-$1.02M	0.58%	33
2020 Q3	$4.1M	Buy	58,368 +7,147	+14%	+$512K	0.66%	29
2020 Q2	$3.5M	Buy	51,221 +720	+1%	+$45.5K	0.63%	30
2020 Q1	$2.83M	Sell	50,501 -2,364	-4%	-$176K	0.63%	36
2019 Q4	$4.43M	Sell	52,865 -2,394	-4%	-$193K	0.81%	17
2019 Q3	$4.3M	Buy	+55,259	New	+$4.28M	0.83%	19

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

IFG Advisory's IJR Position: Q2 2026 in Review

IFG Advisory opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 104,814 shares worth $15.5M. The stake represents 0.54% of the portfolio and ranks #31 among its holdings. This is a return to the name: IFG Advisory previously reported a position in IJR as recently as Q4 2025.

IFG Advisory first reported a position in IJR in Q3 2019 and has held it in 27 quarters since. The position peaked at $16.8M in Q3 2022. 2,851 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

IFG Advisory held 104,814 shares of iShares Core S&P Small-Cap ETF worth $15.5M as of Q2 2026.
iShares Core S&P Small-Cap ETF was a new IFG Advisory position in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.54% of IFG Advisory's portfolio in Q2 2026, its #31 holding.
IFG Advisory first reported a position in iShares Core S&P Small-Cap ETF in Q3 2019 and has held it in 27 quarters since.
IFG Advisory's iShares Core S&P Small-Cap ETF position peaked at $16.8M in Q3 2022.
2,851 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.