Lavaca Capital’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Lavaca Capital’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	$296K	Buy	1,994 +1,095	+122%	+$150K	0.03%	110
2026 Q1	$112K	Sell	899 -420	-32%	-$53.4K	0.02%	123
2025 Q4	$159K	Hold	1,319	–	–	0.03%	109
2025 Q3	$157K	Hold	1,319	–	–	0.03%	106
2025 Q2	$144K	Buy	1,319 +500	+61%	+$51.7K	0.05%	110
2025 Q1	$85.6K	Sell	819 -3,045	-79%	-$344K	0.04%	132
2024 Q4	$445K	Buy	+3,864	New	+$462K	0.17%	78
2023 Q4	–	Sell	-16,284	Closed	-$1.54M	–	111
2023 Q3	$1.54M	Buy	16,284 +563	+4%	+$56.2K	0.52%	38
2023 Q2	$1.57M	Buy	15,721 +53	+0.3%	+$5.05K	0.46%	42
2023 Q1	$1.52M	Buy	15,668 +1,097	+8%	+$110K	0.32%	53
2022 Q4	$1.38M	Buy	+14,571	New	+$1.4M	0.43%	54

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

Lavaca Capital's IJR Position: Q2 2026 in Review

Lavaca Capital increased its iShares Core S&P Small-Cap ETF (IJR) stake by 122% in Q2 2026, buying an estimated $150K and bringing the position to 1,994 shares worth $296K. The position accounts for 0.03% of the portfolio, ranked #110.

Lavaca Capital first reported a position in IJR in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.57M in Q2 2023. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Lavaca Capital held 1,994 shares of iShares Core S&P Small-Cap ETF worth $296K as of Q2 2026.
Lavaca Capital bought 1,095 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $150K.
iShares Core S&P Small-Cap ETF made up 0.03% of Lavaca Capital's portfolio in Q2 2026, its #110 holding.
Lavaca Capital first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 11 quarters since.
Lavaca Capital's iShares Core S&P Small-Cap ETF position peaked at $1.57M in Q2 2023.
2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Lavaca Capital's 13F filing for Q2 2026, filed 14 Aug 2026.