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

Index Fund 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	$1.49M	Buy	10,023 +69	+0.7%	+$9.47K	0.06%	59
2026 Q1	$1.24M	Buy	9,954 +14	+0.1%	+$1.78K	0.06%	59
2025 Q4	$1.19M	Sell	9,940 -298	-3%	-$35.6K	0.06%	60
2025 Q3	$1.22M	Sell	10,238 -77	-0.7%	-$8.86K	0.06%	54
2025 Q2	$1.13M	Buy	10,315 +54	+0.5%	+$5.58K	0.06%	50
2025 Q1	$1.07M	Sell	10,261 -1,373	-12%	-$155K	0.07%	38
2024 Q4	$1.34M	Sell	11,634 -94	-0.8%	-$11.2K	0.07%	35
2024 Q3	$1.37M	Buy	11,728 +516	+5%	+$58.3K	0.07%	34
2024 Q2	$1.2M	Buy	11,212 +301	+3%	+$32.2K	0.07%	33
2024 Q1	$1.21M	Sell	10,911 -72	-0.7%	-$7.64K	0.07%	33
2023 Q4	$1.19M	Sell	10,983 -1,108	-9%	-$107K	0.07%	31
2023 Q3	$1.14M	Buy	12,091 +104	+0.9%	+$10.4K	0.08%	31
2023 Q2	$1.19M	Buy	11,987 +29	+0.2%	+$2.76K	0.08%	31
2023 Q1	$1.16M	Sell	11,958 -313	-3%	-$31.3K	0.08%	29
2022 Q4	$1.16M	Sell	12,271 -103	-0.8%	-$9.88K	0.08%	27
2022 Q3	$1.08M	Buy	12,374 +7,185	+138%	+$698K	0.08%	27
2022 Q2	$480K	Sell	5,189 -7,537	-59%	-$750K	0.04%	50
2022 Q1	$1.37M	Sell	12,726 -295	-2%	-$31.8K	0.1%	24
2021 Q4	$1.49M	Buy	+13,021	New	+$1.48M	0.11%	22

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

Index Fund Advisors's IJR Position: Q2 2026 in Review

Index Fund Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.69% in Q2 2026, buying an estimated $9.47K and bringing the position to 10,023 shares worth $1.49M. The position accounts for 0.06% of the portfolio, ranked #59.

Index Fund Advisors first reported a position in IJR in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.49M in Q4 2021. 2,833 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Index Fund Advisors held 10,023 shares of iShares Core S&P Small-Cap ETF worth $1.49M as of Q2 2026.
Index Fund Advisors bought 69 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $9.47K.
iShares Core S&P Small-Cap ETF made up 0.06% of Index Fund Advisors's portfolio in Q2 2026, its #59 holding.
Index Fund Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
Index Fund Advisors's iShares Core S&P Small-Cap ETF position peaked at $1.49M in Q4 2021.
2,833 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Index Fund Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.