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

Scarborough 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	–	Sell	-621	Closed	-$77.2K	–	392
2026 Q1	$77.2K	Buy	+621	New	+$78.9K	0.01%	203
2024 Q1	–	Sell	-600	Closed	-$65K	–	534
2023 Q4	$65K	Buy	+600	New	+$57.8K	0.01%	145
2023 Q2	–	Sell	-21,094	Closed	-$2.04M	–	75
2023 Q1	$2.04M	Sell	21,094 -22,270	-51%	-$2.23M	0.51%	38
2022 Q4	$4.1M	Sell	43,364 -120	-0.3%	-$11.5K	1.1%	28
2022 Q3	$3.79M	Buy	+43,484	New	+$4.22M	1.18%	24

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

Scarborough Advisors's IJR Position: Q2 2026 in Review

Scarborough Advisors sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2026, closing a stake of 621 shares — an estimated $77.2K sold.

Scarborough Advisors first reported a position in IJR in Q3 2022 and held it in 5 quarters. The position peaked at $4.1M in Q4 2022. 863 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Scarborough Advisors reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
Scarborough Advisors sold 621 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $77.2K.
Scarborough Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q3 2022 and held it in 5 quarters.
Scarborough Advisors's iShares Core S&P Small-Cap ETF position peaked at $4.1M in Q4 2022.
863 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.