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

JFS Wealth 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	$46.9M	Sell	315,972 -2,677	-0.8%	-$367K	2.34%	9
2026 Q1	$39.6M	Buy	318,649 +194	+0.1%	+$24.6K	2.22%	11
2025 Q4	$38.3M	Buy	318,455 +16,998	+6%	+$2.03M	2.16%	12
2025 Q3	$35.8M	Sell	301,457 -3,814	-1%	-$439K	2.1%	13
2025 Q2	$33.4M	Sell	305,271 -4,547	-1%	-$470K	2.12%	13
2025 Q1	$32.4M	Buy	309,818 +2,768	+0.9%	+$312K	2.19%	12
2024 Q4	$35.4M	Buy	307,050 +9,279	+3%	+$1.11M	2.42%	12
2024 Q3	$34.8M	Buy	297,771 +9,699	+3%	+$1.1M	2.33%	11
2024 Q2	$30.7M	Sell	288,072 -6,095	-2%	-$652K	2.42%	12
2024 Q1	$32.5M	Sell	294,167 -15,020	-5%	-$1.59M	2.58%	10
2023 Q4	$33.5M	Sell	309,187 -7,857	-2%	-$757K	2.84%	8
2023 Q3	$29.9M	Sell	317,044 -11,191	-3%	-$1.12M	2.82%	9
2023 Q2	$32.7M	Buy	328,235 +2,523	+0.8%	+$240K	2.94%	9
2023 Q1	$31.5M	Sell	325,712 -2,528	-0.8%	-$253K	2.97%	8
2022 Q4	$31.1M	Sell	328,240 -299	-0.1%	-$28.7K	3.04%	8
2022 Q3	$28.6M	Buy	328,539 +4,827	+1%	+$469K	3.14%	8
2022 Q2	$29.9M	Buy	323,712 +2,843	+0.9%	+$283K	3.16%	8
2022 Q1	$34.6M	Sell	320,869 -3,153	-1%	-$340K	3.27%	7
2021 Q4	$37.1M	Sell	324,022 -5,004	-2%	-$570K	3.5%	7
2021 Q3	$35.9M	Buy	329,026 +35,403	+12%	+$3.9M	3.69%	6
2021 Q2	$33.2M	Sell	293,623 -3,427	-1%	-$382K	4.95%	5
2021 Q1	$32.2M	Sell	297,050 -3,112	-1%	-$326K	6.58%	3
2020 Q4	$27.6M	Sell	300,162 -1,406	-0.5%	-$116K	5.79%	3
2020 Q3	$21.2M	Sell	301,568 -4,135	-1%	-$296K	5.04%	4
2020 Q2	$20.9M	Sell	305,703 -5,535	-2%	-$349K	5.41%	3
2020 Q1	$17.5M	Sell	311,238 -11,096	-3%	-$826K	5.24%	4
2019 Q4	$27M	Buy	322,334 +291	+0.1%	+$23.4K	6.66%	2
2019 Q3	$25.1M	Sell	322,043 -25,508	-7%	-$1.98M	6.39%	2
2019 Q2	$27.2M	Buy	347,551 +5,599	+2%	+$435K	6.89%	2
2019 Q1	$26.4M	Sell	341,952 -7,201	-2%	-$553K	6.88%	2
2018 Q4	$24.2M	Sell	349,153 -5,890	-2%	-$455K	6.48%	2
2018 Q3	$31M	Sell	355,043 -14,426	-4%	-$1.26M	7.98%	2
2018 Q2	$30.8M	Sell	369,469 -7,918	-2%	-$645K	8.12%	2
2018 Q1	$29.1M	Sell	377,387 -23,648	-6%	-$1.84M	7.67%	1
2017 Q4	$30.8M	Sell	401,035 -5,274	-1%	-$398K	7.54%	2
2017 Q3	$30.2M	Buy	406,309 +2,285	+0.6%	+$160K	7.79%	2
2017 Q2	$28.3M	Buy	404,024 +197,820	+96%	+$13.7M	7.78%	2
2017 Q1	$28.4M	Sell	206,204 -206,204	-50%	-$14.2M	7.68%	1
2016 Q4	$28.4M	Sell	412,408 -1,628	-0.4%	-$105K	7.68%	1
2016 Q3	$25.7M	Sell	414,036 -18,046	-4%	-$1.1M	7.35%	1
2016 Q2	$25.1M	Buy	432,082 +8,404	+2%	+$479K	6.94%	1
2016 Q1	$23.8M	Buy	423,678 +9,328	+2%	+$487K	7.03%	1
2015 Q4	$22.8M	Buy	+414,350	New	+$23.3M	6.57%	1

Other funds holding IJR

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 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

JFS Wealth Advisors's IJR Position: Q2 2026 in Review

JFS Wealth Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.84% in Q2 2026, selling an estimated $367K and leaving 315,972 shares worth $46.9M. The position accounts for 2.34% of the portfolio, ranked #9.

JFS Wealth Advisors first reported a position in IJR in Q4 2015 and has held it in 43 quarters since. 1,512 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

JFS Wealth Advisors held 315,972 shares of iShares Core S&P Small-Cap ETF worth $46.9M as of Q2 2026.
JFS Wealth Advisors sold 2,677 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $367K.
iShares Core S&P Small-Cap ETF made up 2.34% of JFS Wealth Advisors's portfolio in Q2 2026, its #9 holding.
JFS Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2015 and has held it in 43 quarters since.
1,512 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.