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

IFS 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	$9M	Sell	60,687 -2,579	-4%	-$354K	4.31%	10
2026 Q1	$7.86M	Sell	63,266 -1,125	-2%	-$143K	4.05%	10
2025 Q4	$7.74M	Sell	64,391 -20,024	-24%	-$2.39M	4.02%	10
2025 Q3	$10M	Buy	84,415 +22	+0%	+$2.53K	5.87%	8
2025 Q2	$9.22M	Buy	84,393 +27,559	+48%	+$2.85M	6.98%	7
2025 Q1	$5.94M	Buy	56,834 +40	+0.1%	+$4.51K	4.83%	7
2024 Q4	$6.54M	Sell	56,794 -675	-1%	-$80.6K	5.14%	6
2024 Q3	$6.72M	Buy	57,469 +95	+0.2%	+$10.7K	5.32%	6
2024 Q2	$6.12M	Sell	57,374 -482	-0.8%	-$51.6K	5.16%	6
2024 Q1	$6.39M	Buy	57,856 +323	+0.6%	+$34.3K	5.58%	6
2023 Q4	$6.23M	Buy	57,533 +7,113	+14%	+$686K	7.4%	5
2023 Q3	$4.76M	Buy	50,420 +49,447	+5,082%	+$4.94M	8.87%	5
2023 Q2	$97K	Hold	973	–	–	0.24%	12
2023 Q1	$94.2K	Hold	973	–	–	0.38%	11
2022 Q4	$92.2K	Hold	973	–	–	0.16%	14
2022 Q3	$84K	Buy	+973	New	+$94.5K	0.15%	15
2022 Q2	–	Sell	-56	Closed	-$6K	–	112
2022 Q1	$6K	Sell	56 -56,736	-100%	-$6.12M	0.01%	74
2021 Q4	$6.5M	Sell	56,792 -17,519	-24%	-$2M	4.57%	8
2021 Q3	$8.11M	Buy	74,311 +5,270	+8%	+$580K	5.2%	7
2021 Q2	$7.8M	Buy	69,041 +1,463	+2%	+$163K	5.24%	8
2021 Q1	$7.33M	Buy	67,578 +19,193	+40%	+$2.01M	5.74%	6
2020 Q4	$4.45M	Buy	+48,385	New	+$3.98M	3.4%	8

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 22.96% 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

IFS Advisors's IJR Position: Q2 2026 in Review

IFS Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 4.1% in Q2 2026, selling an estimated $354K and leaving 60,687 shares worth $9M. The position accounts for 4.31% of the portfolio, ranked #10.

IFS Advisors first reported a position in IJR in Q4 2020 and has held it in 22 quarters since. The position peaked at $10M in Q3 2025. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

IFS Advisors held 60,687 shares of iShares Core S&P Small-Cap ETF worth $9M as of Q2 2026.
IFS Advisors sold 2,579 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $354K.
iShares Core S&P Small-Cap ETF made up 4.31% of IFS Advisors's portfolio in Q2 2026, its #10 holding.
IFS Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 22 quarters since.
IFS Advisors's iShares Core S&P Small-Cap ETF position peaked at $10M in Q3 2025.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on IFS Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.