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

LVM Capital Management’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	$977K	Hold	6,586	–	–	0.08%	79
2026 Q1	$819K	Hold	6,586	–	–	0.08%	86
2025 Q4	$792K	Sell	6,586 -689	-9%	-$82.4K	0.07%	86
2025 Q3	$864K	Buy	7,275 +558	+8%	+$64.2K	0.08%	83
2025 Q2	$734K	Sell	6,717 -36	-0.5%	-$3.72K	0.08%	90
2025 Q1	$706K	Sell	6,753 -50	-0.7%	-$5.64K	0.08%	90
2024 Q4	$784K	Hold	6,803	–	–	0.08%	84
2024 Q3	$726K	Hold	6,803	–	–	0.08%	89
2024 Q2	$726K	Sell	6,803 -12	-0.2%	-$1.28K	0.08%	89
2024 Q1	$753K	Hold	6,815	–	–	0.09%	90
2023 Q4	$738K	Buy	+6,815	New	+$657K	0.09%	83
2023 Q3	–	Sell	-2,083	Closed	-$208K	–	142
2023 Q2	$208K	Hold	2,083	–	–	0.03%	133
2023 Q1	$201K	Buy	+2,083	New	+$208K	0.03%	134
2022 Q2	–	Sell	-2,083	Closed	-$225K	–	134
2022 Q1	$225K	Hold	2,083	–	–	0.03%	132
2021 Q4	$239K	Hold	2,083	–	–	0.03%	116
2021 Q3	$227K	Buy	2,083 +12	+0.6%	+$1.32K	0.03%	117
2021 Q2	$234K	Buy	2,071 +200	+11%	+$22.3K	0.04%	116
2021 Q1	$203K	Buy	+1,871	New	+$196K	0.03%	123

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

LVM Capital Management's IJR Position: Q2 2026 in Review

LVM Capital Management held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 6,586 shares worth $977K. The position accounts for 0.08% of the portfolio, ranked #79.

LVM Capital Management first reported a position in IJR in Q1 2021 and has held it in 18 quarters since. 1,512 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

LVM Capital Management held 6,586 shares of iShares Core S&P Small-Cap ETF worth $977K as of Q2 2026.
LVM Capital Management left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.08% of LVM Capital Management's portfolio in Q2 2026, its #79 holding.
LVM Capital Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2021 and has held it in 18 quarters since.
1,512 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on LVM Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.