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

Saxony 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	$232K	Buy	+1,562	New	+$214K	0.11%	156
2026 Q1	–	Sell	-1,669	Closed	-$201K	–	171
2025 Q4	$201K	Sell	1,669 -752	-31%	-$89.9K	0.12%	157
2025 Q3	$288K	Buy	+2,421	New	+$278K	0.19%	108
2025 Q1	–	Sell	-1,773	Closed	-$204K	–	131
2024 Q4	$204K	Sell	1,773 -2,227	-56%	-$266K	0.18%	124
2024 Q3	$468K	Sell	4,000 -724	-15%	-$81.8K	0.43%	63
2024 Q2	$504K	Sell	4,724 -5,515	-54%	-$590K	0.55%	48
2024 Q1	$1.13M	Buy	10,239 +1,839	+22%	+$195K	1.36%	23
2023 Q4	$909K	Buy	+8,400	New	+$810K	1.2%	25

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

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

Saxony Capital Management opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 1,562 shares worth $232K. The stake represents 0.11% of the portfolio and ranks #156 among its holdings. This is a return to the name: Saxony Capital Management previously reported a position in IJR as recently as Q4 2025.

Saxony Capital Management first reported a position in IJR in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.13M in Q1 2024. 847 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Saxony Capital Management held 1,562 shares of iShares Core S&P Small-Cap ETF worth $232K as of Q2 2026.
iShares Core S&P Small-Cap ETF was a new Saxony Capital Management position in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.11% of Saxony Capital Management's portfolio in Q2 2026, its #156 holding.
Saxony Capital Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 8 quarters since.
Saxony Capital Management's iShares Core S&P Small-Cap ETF position peaked at $1.13M in Q1 2024.
847 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Saxony Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.