Painted Porch Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Painted Porch Advisors’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	$46.5M	Sell	313,279 -9,032	-3%	-$1.24M	20.3%	1
2026 Q1	$40.1M	Sell	322,311 -11,665	-3%	-$1.48M	19.12%	1
2025 Q4	$40.1M	Sell	333,976 -8,673	-3%	-$1.04M	16.14%	2
2025 Q3	$40.7M	Sell	342,649 -1,050	-0.3%	-$121K	15.52%	2
2025 Q2	$37.6M	Buy	343,699 +9,875	+3%	+$1.02M	15.42%	2
2025 Q1	$34.9M	Buy	333,824 +37,714	+13%	+$4.26M	14.61%	3
2024 Q4	$34.1M	Buy	296,110 +104,749	+55%	+$12.5M	16.83%	2
2024 Q3	$22.4M	Buy	191,361 +8,641	+5%	+$976K	11.33%	2
2024 Q2	$19.5M	Buy	182,720 +16,440	+10%	+$1.76M	11.01%	2
2024 Q1	$18.4M	Buy	166,280 +19,534	+13%	+$2.07M	11.23%	2
2023 Q4	$15.9M	Buy	+146,746	New	+$14.1M	12.25%	2

Other funds holding IJR

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

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Painted Porch Advisors's IJR Position: Q2 2026 in Review

Painted Porch Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 2.8% in Q2 2026, selling an estimated $1.24M and leaving 313,279 shares worth $46.5M. The position accounts for 20.3% of the portfolio, ranked #1.

Painted Porch Advisors first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. 1,062 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Painted Porch Advisors held 313,279 shares of iShares Core S&P Small-Cap ETF worth $46.5M as of Q2 2026.
Painted Porch Advisors sold 9,032 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $1.24M.
iShares Core S&P Small-Cap ETF made up 20.3% of Painted Porch Advisors's portfolio in Q2 2026, its #1 holding.
Painted Porch Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
1,062 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Painted Porch Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.