Intrinsic Value Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Intrinsic Value Partners’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	$3.44M	Buy	23,216 +1,890	+9%	+$259K	2.35%	12
2026 Q1	$2.65M	Buy	21,326 +1,090	+5%	+$138K	2.04%	15
2025 Q4	$2.43M	Buy	20,236 +4,510	+29%	+$539K	1.82%	14
2025 Q3	$1.87M	Buy	15,726 +1,720	+12%	+$198K	1.51%	18
2025 Q2	$1.53M	Buy	14,006 +3,380	+32%	+$349K	1.36%	20
2025 Q1	$1.11M	Buy	10,626 +1,296	+14%	+$146K	1.1%	21
2024 Q4	$1.08M	Sell	9,330 -180	-2%	-$21.5K	1.08%	22
2024 Q3	$1.11M	Buy	9,510 +20	+0.2%	+$2.26K	1.11%	18
2024 Q2	$1.01M	Buy	9,490 +2,420	+34%	+$259K	1.06%	21
2024 Q1	$781K	Buy	+7,070	New	+$751K	0.83%	27

Other funds holding IJR

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

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

AWM

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Intrinsic Value Partners's IJR Position: Q2 2026 in Review

Intrinsic Value Partners increased its iShares Core S&P Small-Cap ETF (IJR) stake by 8.9% in Q2 2026, buying an estimated $259K and bringing the position to 23,216 shares worth $3.44M. The position accounts for 2.35% of the portfolio, ranked #12.

Intrinsic Value Partners first reported a position in IJR in Q1 2024 and has held it in 10 quarters since. 575 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Intrinsic Value Partners held 23,216 shares of iShares Core S&P Small-Cap ETF worth $3.44M as of Q2 2026.
Intrinsic Value Partners bought 1,890 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $259K.
iShares Core S&P Small-Cap ETF made up 2.35% of Intrinsic Value Partners's portfolio in Q2 2026, its #12 holding.
Intrinsic Value Partners first reported a position in iShares Core S&P Small-Cap ETF in Q1 2024 and has held it in 10 quarters since.
575 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Intrinsic Value Partners's 13F filing for Q2 2026, filed 14 Jul 2026.