Intergy Private Wealth’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Intergy Private Wealth’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	$2.59M	Buy	17,490 +2,810	+19%	+$386K	0.6%	29
2026 Q1	$1.82M	Buy	14,680 +135	+0.9%	+$17.1K	0.54%	29
2025 Q4	$1.75M	Buy	14,545 +81	+0.6%	+$9.69K	0.53%	28
2025 Q3	$1.72M	Buy	14,464 +589	+4%	+$67.7K	0.54%	28
2025 Q2	$1.52M	Buy	13,875 +1,323	+11%	+$137K	0.52%	28
2025 Q1	$1.31M	Buy	12,552 +968	+8%	+$109K	0.5%	28
2024 Q4	$1.33M	Buy	11,584 +344	+3%	+$41.1K	0.5%	30
2024 Q3	$1.31M	Buy	11,240 +120	+1%	+$13.6K	0.5%	30
2024 Q2	$1.19M	Buy	11,120 +150	+1%	+$16K	0.49%	32
2024 Q1	$1.21M	Buy	10,970 +325	+3%	+$34.5K	0.5%	35
2023 Q4	$1.15M	Buy	10,645 +467	+5%	+$45K	0.5%	34
2023 Q3	$960K	Sell	10,178 -26	-0.3%	-$2.6K	0.48%	37
2023 Q2	$1.02M	Buy	10,204 +425	+4%	+$40.5K	0.5%	38
2023 Q1	$946K	Buy	9,779 +698	+8%	+$69.8K	0.53%	36
2022 Q4	$859K	Buy	9,081 +237	+3%	+$22.7K	0.54%	35
2022 Q3	$771K	Buy	8,844 +783	+10%	+$76.1K	0.55%	35
2022 Q2	$745K	Sell	8,061 -905	-10%	-$90K	0.59%	28
2022 Q1	$967K	Sell	8,966 -9,215	-51%	-$994K	0.67%	27
2021 Q4	$2.08M	Buy	+18,181	New	+$2.07M	1.63%	18

Other funds holding IJR

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Intergy Private Wealth's IJR Position: Q2 2026 in Review

Intergy Private Wealth increased its iShares Core S&P Small-Cap ETF (IJR) stake by 19% in Q2 2026, buying an estimated $386K and bringing the position to 17,490 shares worth $2.59M. The position accounts for 0.6% of the portfolio, ranked #29.

Intergy Private Wealth first reported a position in IJR in Q4 2021 and has held it in 19 quarters since. 743 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Intergy Private Wealth held 17,490 shares of iShares Core S&P Small-Cap ETF worth $2.59M as of Q2 2026.
Intergy Private Wealth bought 2,810 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $386K.
iShares Core S&P Small-Cap ETF made up 0.6% of Intergy Private Wealth's portfolio in Q2 2026, its #29 holding.
Intergy Private Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
743 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.