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LVZ Inc’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

LVZ Inc’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 		$2.32M Buy
15,648
+9,536
+156% +$1.31M 0.24% 30
2026
Q1 		$760K Sell
6,112
-959
-14% -$122K 0.09% 70
2025
Q4 		$850K Sell
7,071
-16,056
-69% -$1.92M 0.1% 69
2025
Q3 		$2.75M Sell
23,127
-4,243
-16% -$488K 0.31% 26
2025
Q2 		$2.99M Buy
27,370
+16,300
+147% +$1.68M 0.36% 24
2025
Q1 		$1.16M Sell
11,070
-329,658
-97% -$37.2M 0.15% 44
2024
Q4 		$39.3M Sell
340,728
-16,357
-5% -$1.95M 5.03% 9
2024
Q3 		$41.8M Buy
357,085
+13,961
+4% +$1.58M 5.34% 9
2024
Q2 		$36.6M Sell
343,124
-14,475
-4% -$1.55M 4.99% 9
2024
Q1 		$39.5M Sell
357,599
-330,533
-48% -$35.1M 5.37% 9
2023
Q4 		$74.5M Buy
688,132
+21,661
+3% +$2.09M 10.52% 4
2023
Q3 		$62.9M Sell
666,471
-44,956
-6% -$4.49M 10.14% 4
2023
Q2 		$70.9M Buy
711,427
+24,681
+4% +$2.35M 9.88% 4
2023
Q1 		$66.4M Sell
686,746
-11,543
-2% -$1.15M 9.67% 3
2022
Q4 		$66.1M Buy
698,289
+3,217
+0.5% +$309K 10.32% 3
2022
Q3 		$60.6M Buy
695,072
+11,329
+2% +$1.1M 10.53% 3
2022
Q2 		$63.2M Sell
683,743
-28,096
-4% -$2.79M 10.59% 3
2022
Q1 		$76.8M Buy
711,839
+60,467
+9% +$6.53M 10.68% 3
2021
Q4 		$74.6M Sell
651,372
-24,718
-4% -$2.82M 9.97% 3
2021
Q3 		$73.8M Buy
676,090
+32,783
+5% +$3.61M 10.56% 3
2021
Q2 		$72.7M Buy
643,307
+4,076
+0.6% +$455K 10.7% 3
2021
Q1 		$69.4M Sell
639,231
-88,490
-12% -$9.26M 10.73% 2
2020
Q4 		$66.9M Buy
727,721
+130,369
+22% +$10.7M 11.18% 2
2020
Q3 		$42M Sell
597,352
-14,768
-2% -$1.06M 8.64% 6
2020
Q2 		$41.8M Buy
612,120
+7,765
+1% +$490K 9.36% 5
2020
Q1 		$33.9M Sell
604,355
-44,492
-7% -$3.31M 8.28% 6
2019
Q4 		$54.4M Buy
648,847
+41,900
+7% +$3.37M 10.67% 2
2019
Q3 		$47.2M Buy
606,947
+145,155
+31% +$11.2M 10.22% 2
2019
Q2 		$36.1M Sell
461,792
-12,719
-3% -$987K 8.2% 3
2019
Q1 		$36.6M Buy
474,511
+267,110
+129% +$20.5M 8.56% 3
2018
Q4 		$14.4M Sell
207,401
-846
-0.4% -$65.4K 4.09% 11
2018
Q3 		$17M Buy
208,247
+8,873
+4% +$777K 4.27% 10
2018
Q2 		$16.6M Buy
199,374
+127,775
+178% +$10.4M 4.23% 9
2018
Q1 		$5.51M Sell
71,599
-448
-0.6% -$34.9K 1.5% 17
2017
Q4 		$5.53M Buy
72,047
+1,700
+2% +$128K 1.64% 17
2017
Q3 		$5.22M Buy
+70,347
New +$4.93M 1.68% 16
2016
Q2 		– Sell
-31,876
Closed -$1.79M – 49
2016
Q1 		$1.79M Buy
+31,876
New +$1.66M 0.84% 17
2015
Q4 		– Sell
-63,372
Closed -$3.38M – 38
2015
Q3 		$3.38M Sell
63,372
-63,370
-50% -$3.59M 2.18% 14
2015
Q2 		$7.48M Buy
126,742
+3,262
+3% +$193K 4.16% 14
2015
Q1 		$7.29M Buy
+123,480
New +$7.08M 4.24% 13

Other funds holding IJR

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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
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

LVZ Inc's IJR Position: Q2 2026 in Review

LVZ Inc increased its iShares Core S&P Small-Cap ETF (IJR) stake by 156% in Q2 2026, buying an estimated $1.31M and bringing the position to 15,648 shares worth $2.32M. The position accounts for 0.24% of the portfolio, ranked #30.

LVZ Inc first reported a position in IJR in Q1 2015 and has held it in 40 quarters since. The position peaked at $76.8M in Q1 2022. 1,265 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • LVZ Inc held 15,648 shares of iShares Core S&P Small-Cap ETF worth $2.32M as of Q2 2026.
  • LVZ Inc bought 9,536 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $1.31M.
  • iShares Core S&P Small-Cap ETF made up 0.24% of LVZ Inc's portfolio in Q2 2026, its #30 holding.
  • LVZ Inc first reported a position in iShares Core S&P Small-Cap ETF in Q1 2015 and has held it in 40 quarters since.
  • LVZ Inc's iShares Core S&P Small-Cap ETF position peaked at $76.8M in Q1 2022.
  • 1,265 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.