PPS&V Asset Management Consultants’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

PPS&V Asset Management Consultants’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	$13M	Buy	87,414 +2,391	+3%	+$328K	7%	4
2026 Q1	$10.6M	Buy	85,023 +639	+0.8%	+$81.2K	6.45%	5
2025 Q4	$10.1M	Buy	84,384 +1,721	+2%	+$206K	5.89%	5
2025 Q3	$9.82M	Buy	82,663 +2,861	+4%	+$329K	5.67%	5
2025 Q2	$8.72M	Buy	79,802 +6,439	+9%	+$666K	5.5%	5
2025 Q1	$7.67M	Buy	73,363 +545	+0.7%	+$61.5K	5.57%	6
2024 Q4	$8.39M	Sell	72,818 -637	-0.9%	-$76.1K	5.67%	6
2024 Q3	$8.59M	Buy	73,455 +949	+1%	+$107K	5.89%	5
2024 Q2	$7.73M	Buy	72,506 +181	+0.3%	+$19.4K	5.54%	5
2024 Q1	$7.99M	Buy	72,325 +384	+0.5%	+$40.8K	5.89%	5
2023 Q4	$7.79M	Buy	71,941 +5,023	+8%	+$484K	5.96%	5
2023 Q3	$6.31M	Buy	66,918 +1,841	+3%	+$184K	5.44%	5
2023 Q2	$6.76M	Sell	65,077 -3,965	-6%	-$378K	5.47%	6
2023 Q1	$6.68M	Sell	69,042 -602	-0.9%	-$60.2K	5.74%	5
2022 Q4	$6.59M	Buy	+69,644	New	+$6.68M	6.28%	5

Other funds holding IJR

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

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

PPS&V Asset Management Consultants's IJR Position: Q2 2026 in Review

PPS&V Asset Management Consultants increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2.8% in Q2 2026, buying an estimated $328K and bringing the position to 87,414 shares worth $13M. The position accounts for 7% of the portfolio, ranked #4.

PPS&V Asset Management Consultants first reported a position in IJR in Q4 2022 and has held it in 15 quarters since. 949 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

PPS&V Asset Management Consultants held 87,414 shares of iShares Core S&P Small-Cap ETF worth $13M as of Q2 2026.
PPS&V Asset Management Consultants bought 2,391 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $328K.
iShares Core S&P Small-Cap ETF made up 7% of PPS&V Asset Management Consultants's portfolio in Q2 2026, its #4 holding.
PPS&V Asset Management Consultants first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
949 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on PPS&V Asset Management Consultants's 13F filing for Q2 2026, filed 6 Jul 2026.