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

Peak Financial 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 		$10.4M Buy
70,239
+406
+0.6% +$55.7K 2.39% 17
2026
Q1 		$8.68M Sell
69,833
-254
-0.4% -$32.3K 2.2% 20
2025
Q4 		$8.42M Buy
70,087
+32
+0% +$3.83K 2.17% 18
2025
Q3 		$8.32M Buy
70,055
+1,252
+2% +$144K 2.2% 17
2025
Q2 		$7.52M Buy
68,803
+1,036
+2% +$107K 2.14% 17
2025
Q1 		$7.09M Sell
67,767
-566
-0.8% -$63.9K 2.12% 18
2024
Q4 		$7.87M Buy
68,333
+1,998
+3% +$239K 2.36% 17
2024
Q3 		$7.76M Buy
66,335
+923
+1% +$104K 2.28% 18
2024
Q2 		$6.98M Buy
65,412
+280
+0.4% +$30K 2.18% 19
2024
Q1 		$7.2M Buy
65,132
+1,275
+2% +$135K 2.28% 19
2023
Q4 		$6.91M Sell
63,857
-374
-0.6% -$36K 2.32% 19
2023
Q3 		$6.06M Buy
64,231
+2,459
+4% +$246K 2.2% 20
2023
Q2 		$6.16M Buy
61,772
+476
+0.8% +$45.3K 2.19% 18
2023
Q1 		$5.93M Buy
61,296
+728
+1% +$72.8K 2.2% 20
2022
Q4 		$5.73M Sell
60,568
-918
-1% -$88K 2.25% 20
2022
Q3 		$5.36M Sell
61,486
-1,511
-2% -$147K 2.24% 21
2022
Q2 		$5.82M Buy
62,997
+693
+1% +$68.9K 2.24% 20
2022
Q1 		$6.72M Buy
62,304
+909
+1% +$98.1K 2.25% 19
2021
Q4 		$7.03M Sell
61,395
-212
-0.3% -$24.2K 2.28% 18
2021
Q3 		$6.73M Buy
61,607
+1,078
+2% +$119K 2.28% 18
2021
Q2 		$6.84M Sell
60,529
-2,888
-5% -$322K 2.32% 18
2021
Q1 		$6.88M Sell
63,417
-4,791
-7% -$501K 2.49% 17
2020
Q4 		$6.27M Sell
68,208
-67
-0.1% -$5.5K 2.36% 20
2020
Q3 		$4.79M Sell
68,275
-211
-0.3% -$15.1K 2.07% 21
2020
Q2 		$4.68M Buy
68,486
+1,852
+3% +$117K 2.2% 20
2020
Q1 		$3.74M Buy
66,634
+15,181
+30% +$1.13M 1.91% 22
2019
Q4 		$4.31M Buy
51,453
+279
+0.5% +$22.4K 1.84% 23
2019
Q3 		$3.98M Buy
51,174
+813
+2% +$63K 1.77% 24
2019
Q2 		$3.94M Buy
50,361
+286
+0.6% +$22.2K 1.77% 24
2019
Q1 		$3.86M Buy
50,075
+8,448
+20% +$649K 1.78% 23
2018
Q4 		$2.89M Buy
+41,627
New +$3.22M 1.42% 25

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
Commonwealth Equity Services
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
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

Peak Financial Management's IJR Position: Q2 2026 in Review

Peak Financial Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.58% in Q2 2026, buying an estimated $55.7K and bringing the position to 70,239 shares worth $10.4M. The position accounts for 2.39% of the portfolio, ranked #17.

Peak Financial Management first reported a position in IJR in Q4 2018 and has held it in 31 quarters since. 1,509 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Peak Financial Management held 70,239 shares of iShares Core S&P Small-Cap ETF worth $10.4M as of Q2 2026.
  • Peak Financial Management bought 406 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $55.7K.
  • iShares Core S&P Small-Cap ETF made up 2.39% of Peak Financial Management's portfolio in Q2 2026, its #17 holding.
  • Peak Financial Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • 1,509 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Peak Financial Management's 13F filing for Q2 2026, filed 20 Jul 2026.