May Barnhard Investments’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

May Barnhard Investments’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	$11.7M	Sell	78,722 -702	-0.9%	-$96.3K	4.72%	3
2026 Q1	$9.87M	Sell	79,424 -1,082	-1%	-$137K	4.79%	4
2025 Q4	$9.68M	Sell	80,506 -5,254	-6%	-$628K	4.57%	4
2025 Q3	$10.2M	Sell	85,760 -4,740	-5%	-$545K	4.72%	4
2025 Q2	$9.89M	Sell	90,500 -302	-0.3%	-$31.2K	4.62%	3
2025 Q1	$9.5M	Sell	90,802 -5,012	-5%	-$566K	4.74%	3
2024 Q4	$11M	Buy	95,814 +101	+0.1%	+$12.1K	5.25%	3
2024 Q3	$11.2M	Buy	95,713 +470	+0.5%	+$53.1K	5.47%	2
2024 Q2	$10.2M	Sell	95,243 -7,440	-7%	-$796K	5.24%	3
2024 Q1	$11.3M	Sell	102,683 -7,029	-6%	-$746K	5.68%	2
2023 Q4	$11.9M	Buy	+109,712	New	+$10.6M	6.11%	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

May Barnhard Investments's IJR Position: Q2 2026 in Review

May Barnhard Investments reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.88% in Q2 2026, selling an estimated $96.3K and leaving 78,722 shares worth $11.7M. The position accounts for 4.72% of the portfolio, ranked #3.

May Barnhard Investments first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.9M in Q4 2023. 1,512 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

May Barnhard Investments held 78,722 shares of iShares Core S&P Small-Cap ETF worth $11.7M as of Q2 2026.
May Barnhard Investments sold 702 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $96.3K.
iShares Core S&P Small-Cap ETF made up 4.72% of May Barnhard Investments's portfolio in Q2 2026, its #3 holding.
May Barnhard Investments first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
May Barnhard Investments's iShares Core S&P Small-Cap ETF position peaked at $11.9M in Q4 2023.
1,512 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on May Barnhard Investments's 13F filing for Q2 2026, filed 21 Jul 2026.