IFP Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $16.2M | Buy |
108,901
+2,042
| +2% | +$280K | 0.29% | 66 |
|
|
2026
Q1 | $13.3M | Buy |
106,859
+2,888
| +3% | +$367K | 0.28% | 76 |
|
|
2025
Q4 | $12.5M | Buy |
103,971
+13,713
| +15% | +$1.64M | 0.28% | 70 |
|
|
2025
Q3 | $10.7M | Buy |
90,258
+1,423
| +2% | +$164K | 0.28% | 69 |
|
|
2025
Q2 | $9.71M | Sell |
88,835
-1,469
| -2% | -$152K | 0.28% | 70 |
|
|
2025
Q1 | $9.44M | Buy |
90,304
+8,066
| +10% | +$910K | 0.29% | 69 |
|
|
2024
Q4 | $9.47M | Buy |
82,238
+3,556
| +5% | +$425K | 0.31% | 63 |
|
|
2024
Q3 | $9.2M | Buy |
78,682
+4,958
| +7% | +$560K | 0.33% | 63 |
|
|
2024
Q2 | $7.86M | Buy |
73,724
+14,693
| +25% | +$1.57M | 0.31% | 67 |
|
|
2024
Q1 | $6.52M | Buy |
59,031
+15,733
| +36% | +$1.67M | 0.29% | 73 |
|
|
2023
Q4 | $4.69M | Sell |
43,298
-20,602
| -32% | -$1.99M | 0.22% | 98 |
|
|
2023
Q3 | $6.03M | Buy |
63,900
+3,820
| +6% | +$382K | 0.27% | 83 |
|
|
2023
Q2 | $5.99M | Sell |
60,080
-21,132
| -26% | -$2.01M | 0.25% | 84 |
|
|
2023
Q1 | $6.77M | Sell |
81,212
-61,691
| -43% | -$6.17M | 0.29% | 64 |
|
|
2022
Q4 | $12M | Sell |
142,903
-69,359
| -33% | -$6.65M | 0.32% | 56 |
|
|
2022
Q3 | $18M | Buy |
212,262
+39,912
| +23% | +$3.88M | 0.47% | 26 |
|
|
2022
Q2 | $14.6M | Hold |
172,350
| – | – | 0.47% | 31 |
|
|
2022
Q1 | $14.6M | Buy |
172,350
+88,707
| +106% | +$9.57M | 0.47% | 31 |
|
|
2021
Q4 | $9.61M | Buy |
83,643
+4,572
| +6% | +$521K | 0.19% | 58 |
|
|
2021
Q3 | $8.66M | Buy |
79,071
+3,924
| +5% | +$432K | 0.17% | 66 |
|
|
2021
Q2 | $8.48M | Sell |
75,147
-31,118
| -29% | -$3.47M | 0.18% | 63 |
|
|
2021
Q1 | $11.5M | Sell |
106,265
-18,450
| -15% | -$1.93M | 0.22% | 38 |
|
|
2020
Q4 | $11.5M | Buy |
124,715
+27,752
| +29% | +$2.28M | 0.46% | 31 |
|
|
2020
Q3 | $6.81M | Buy |
96,963
+20,133
| +26% | +$1.44M | 0.41% | 47 |
|
|
2020
Q2 | $5.18M | Buy |
76,830
+1,974
| +3% | +$125K | 0.41% | 51 |
|
|
2020
Q1 | $4.29M | Buy |
74,856
+1,605
| +2% | +$120K | 0.43% | 48 |
|
|
2019
Q4 | $6.14M | Sell |
73,251
-46,067
| -39% | -$3.71M | 0.46% | 39 |
|
|
2019
Q3 | $9.3M | Buy |
+119,318
| New | +$9.24M | 0.62% | 25 |
|
|
2019
Q1 | $11.1M | Sell |
143,260
-108,225
| -43% | -$8.31M | 1.51% | 7 |
|
|
2018
Q4 | $17.3M | Sell |
251,485
-90,432
| -26% | -$6.99M | 1.06% | 9 |
|
|
2018
Q3 | $29.8M | Buy |
341,917
+19,077
| +6% | +$1.67M | 1.22% | 6 |
|
|
2018
Q2 | $26.9M | Buy |
322,840
+45,175
| +16% | +$3.68M | 1.13% | 9 |
|
|
2018
Q1 | $21.3M | Hold |
277,665
| – | – | 0.97% | 11 |
|
|
2017
Q4 | $21.3M | Buy |
277,665
+21,024
| +8% | +$1.58M | 0.97% | 11 |
|
|
2017
Q3 | $19M | Buy |
256,641
+8,002
| +3% | +$561K | 0.76% | 15 |
|
|
2017
Q2 | $17.4M | Buy |
248,639
+42,618
| +21% | +$2.95M | 0.74% | 12 |
|
|
2017
Q1 | $14.2M | Buy |
206,021
+25,975
| +14% | +$1.79M | 0.62% | 20 |
|
|
2016
Q4 | $12.4M | Buy |
180,046
+53,624
| +42% | +$3.46M | 0.6% | 23 |
|
|
2016
Q3 | $7.85M | Buy |
126,422
+27,626
| +28% | +$1.69M | 0.41% | 47 |
|
|
2016
Q2 | $5.74M | Sell |
98,796
-187,724
| -66% | -$10.7M | 0.32% | 63 |
|
|
2016
Q1 | $11.1M | Buy |
286,520
+195,500
| +215% | +$10.2M | 1.51% | 7 |
|
|
2015
Q4 | $5.01M | Buy |
+91,020
| New | +$5.13M | 0.34% | 67 |
|
Other funds holding IJR
IFP Advisors's IJR Position: Q2 2026 in Review
IFP Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.9% in Q2 2026, buying an estimated $280K and bringing the position to 108,901 shares worth $16.2M. The position accounts for 0.29% of the portfolio, ranked #66.
IFP Advisors first reported a position in IJR in Q4 2015 and has held it in 42 quarters since. The position peaked at $29.8M in Q3 2018. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.
- IFP Advisors held 108,901 shares of iShares Core S&P Small-Cap ETF worth $16.2M as of Q2 2026.
- IFP Advisors bought 2,042 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $280K.
- iShares Core S&P Small-Cap ETF made up 0.29% of IFP Advisors's portfolio in Q2 2026, its #66 holding.
- IFP Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2015 and has held it in 42 quarters since.
- IFP Advisors's iShares Core S&P Small-Cap ETF position peaked at $29.8M in Q3 2018.
- 2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.