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

Park 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	$5.19M	Sell	34,962 -27,579	-44%	-$3.78M	3.05%	6
2026 Q1	$7.77M	Buy	62,541 +1,108	+2%	+$141K	7.57%	3
2025 Q4	$7.38M	Buy	61,433 +1,978	+3%	+$237K	5.28%	5
2025 Q3	$7.07M	Buy	59,455 +835	+1%	+$96K	5.65%	3
2025 Q2	$6.41M	Buy	58,620 +1,418	+2%	+$147K	5.93%	3
2025 Q1	$5.98M	Buy	57,202 +48,622	+567%	+$5.49M	6.99%	3
2024 Q4	$989K	Buy	+8,580	New	+$1.03M	1.18%	15

Other funds holding IJR

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 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

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

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

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

Park Capital Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 44% in Q2 2026, selling an estimated $3.78M and leaving 34,962 shares worth $5.19M. The position accounts for 3.05% of the portfolio, ranked #6.

Park Capital Management first reported a position in IJR in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.77M in Q1 2026. 575 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Park Capital Management held 34,962 shares of iShares Core S&P Small-Cap ETF worth $5.19M as of Q2 2026.
Park Capital Management sold 27,579 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $3.78M.
iShares Core S&P Small-Cap ETF made up 3.05% of Park Capital Management's portfolio in Q2 2026, its #6 holding.
Park Capital Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Park Capital Management's iShares Core S&P Small-Cap ETF position peaked at $7.77M in Q1 2026.
575 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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