Sachetta’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Sachetta’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	$305K	Hold	2,058	–	–	0.15%	77
2026 Q1	$256K	Sell	2,058 -121	-6%	-$15.4K	0.14%	82
2025 Q4	$262K	Sell	2,179 -39,689	-95%	-$4.75M	0.14%	77
2025 Q3	$4.98M	Buy	41,868 +1	+0%	+$115	1.85%	9
2025 Q2	$4.58M	Sell	41,867 -551	-1%	-$57K	1.81%	9
2025 Q1	$4.44M	Buy	42,418 +967	+2%	+$109K	1.82%	8
2024 Q4	$4.78M	Sell	41,451 -94	-0.2%	-$11.2K	1.89%	9
2024 Q3	$4.86M	Sell	41,545 -138	-0.3%	-$15.6K	1.92%	10
2024 Q2	$4.9M	Buy	41,683 +438	+1%	+$46.9K	2.13%	9
2024 Q1	$4.46M	Buy	41,245 +2	+0%	+$212	2.12%	8
2023 Q4	$4.46M	Buy	+41,243	New	+$3.97M	2.12%	8

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

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

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

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

AWM

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

Sachetta's IJR Position: Q2 2026 in Review

Sachetta held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 2,058 shares worth $305K. The position accounts for 0.15% of the portfolio, ranked #77.

Sachetta first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.98M in Q3 2025. 657 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Sachetta held 2,058 shares of iShares Core S&P Small-Cap ETF worth $305K as of Q2 2026.
Sachetta left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.15% of Sachetta's portfolio in Q2 2026, its #77 holding.
Sachetta first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Sachetta's iShares Core S&P Small-Cap ETF position peaked at $4.98M in Q3 2025.
657 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.