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SC&H Financial Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

SC&H Financial Advisors’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 		$1.04M Buy
7,039
+12
+0.2% +$1.65K 0.14% 70
2026
Q1 		$874K Sell
7,027
-4
-0.1% -$508 0.13% 71
2025
Q4 		$845K Buy
7,031
+19
+0.3% +$2.27K 0.13% 73
2025
Q3 		$833K Sell
7,012
-267
-4% -$30.7K 0.14% 75
2025
Q2 		$796K Sell
7,279
-169
-2% -$17.5K 0.14% 79
2025
Q1 		$779K Buy
7,448
+11
+0.1% +$1.24K 0.15% 75
2024
Q4 		$857K Sell
7,437
-348
-4% -$41.6K 0.18% 70
2024
Q3 		$911K Buy
7,785
+4
+0.1% +$452 0.2% 67
2024
Q2 		$830K Sell
7,781
-151
-2% -$16.2K 0.2% 67
2024
Q1 		$877K Buy
7,932
+119
+2% +$12.6K 0.23% 65
2023
Q4 		$846K Buy
7,813
+42
+0.5% +$4.05K 0.24% 64
2023
Q3 		$733K Sell
7,771
-58
-0.7% -$5.79K 0.24% 69
2023
Q2 		$780K Buy
7,829
+20
+0.3% +$1.9K 0.26% 69
2023
Q1 		$755K Sell
7,809
-5,327
-41% -$533K 0.28% 67
2022
Q4 		$1.24M Sell
13,136
-287
-2% -$27.5K 0.52% 37
2022
Q3 		$1.17M Buy
13,423
+332
+3% +$32.2K 0.59% 36
2022
Q2 		$1.21M Sell
13,091
-1,359
-9% -$135K 0.56% 40
2022
Q1 		$1.56M Buy
14,450
+6,329
+78% +$683K 0.74% 29
2021
Q4 		$930K Buy
+8,121
New +$926K 0.51% 45

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SC&H Financial Advisors's IJR Position: Q2 2026 in Review

SC&H Financial Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.17% in Q2 2026, buying an estimated $1.65K and bringing the position to 7,039 shares worth $1.04M. The position accounts for 0.14% of the portfolio, ranked #70.

SC&H Financial Advisors first reported a position in IJR in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.56M in Q1 2022. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • SC&H Financial Advisors held 7,039 shares of iShares Core S&P Small-Cap ETF worth $1.04M as of Q2 2026.
  • SC&H Financial Advisors bought 12 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $1.65K.
  • iShares Core S&P Small-Cap ETF made up 0.14% of SC&H Financial Advisors's portfolio in Q2 2026, its #70 holding.
  • SC&H Financial Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • SC&H Financial Advisors's iShares Core S&P Small-Cap ETF position peaked at $1.56M in Q1 2022.
  • 2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.