Independent Family Office’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Independent Family Office’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	$3.57M	Buy	24,096 +1,442	+6%	+$198K	1.44%	16
2026 Q1	$2.82M	Buy	22,654 +1,387	+7%	+$176K	1.16%	16
2025 Q4	$2.56M	Buy	21,267 +210	+1%	+$25.1K	1.07%	16
2025 Q3	$2.5M	Buy	21,057 +3,208	+18%	+$369K	1.06%	15
2025 Q2	$2M	Buy	17,849 +3,463	+24%	+$358K	0.93%	16
2025 Q1	$1.53M	Buy	14,386 +563	+4%	+$63.5K	0.8%	22
2024 Q4	$1.59M	Buy	13,823 +3,410	+33%	+$407K	0.83%	21
2024 Q3	$1.21M	Buy	10,413 +388	+4%	+$43.8K	0.61%	29
2024 Q2	$1.07M	Buy	10,025 +5,900	+143%	+$631K	0.61%	31
2024 Q1	$456K	Buy	4,125 +1,550	+60%	+$165K	0.24%	51
2023 Q4	$279K	Hold	2,575	–	–	0.16%	59
2023 Q3	$243K	Buy	+2,575	New	+$257K	0.15%	64

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

Independent Family Office's IJR Position: Q2 2026 in Review

Independent Family Office increased its iShares Core S&P Small-Cap ETF (IJR) stake by 6.4% in Q2 2026, buying an estimated $198K and bringing the position to 24,096 shares worth $3.57M. The position accounts for 1.44% of the portfolio, ranked #16.

Independent Family Office first reported a position in IJR in Q3 2023 and has held it in 12 quarters since. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Independent Family Office held 24,096 shares of iShares Core S&P Small-Cap ETF worth $3.57M as of Q2 2026.
Independent Family Office bought 1,442 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $198K.
iShares Core S&P Small-Cap ETF made up 1.44% of Independent Family Office's portfolio in Q2 2026, its #16 holding.
Independent Family Office first reported a position in iShares Core S&P Small-Cap ETF in Q3 2023 and has held it in 12 quarters since.
2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Independent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.