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VAQUERO PRIVATE WEALTH, LTD’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

VAQUERO PRIVATE WEALTH, LTD’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 		$955K Buy
+6,436
New +$883K 0.2% 79

Other funds holding IJR

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 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
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
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

VAQUERO PRIVATE WEALTH, LTD's IJR Position: Q2 2026 in Review

VAQUERO PRIVATE WEALTH, LTD opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 6,436 shares worth $955K. The stake represents 0.2% of the portfolio and ranks #79 among its holdings.

575 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • VAQUERO PRIVATE WEALTH, LTD held 6,436 shares of iShares Core S&P Small-Cap ETF worth $955K as of Q2 2026.
  • iShares Core S&P Small-Cap ETF was a new VAQUERO PRIVATE WEALTH, LTD position in Q2 2026.
  • iShares Core S&P Small-Cap ETF made up 0.2% of VAQUERO PRIVATE WEALTH, LTD's portfolio in Q2 2026, its #79 holding.
  • 575 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on VAQUERO PRIVATE WEALTH, LTD's 13F filing for Q2 2026, filed 17 Jul 2026.