Schaper Benz & Wise Investment Counsel’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Schaper Benz & Wise Investment Counsel’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	$633K	Buy	4,270 +99	+2%	+$13.6K	0.04%	123
2026 Q1	$518K	Buy	4,171 +46	+1%	+$5.84K	0.04%	127
2025 Q4	$496K	Hold	4,125	–	–	0.04%	125
2025 Q3	$490K	Buy	4,125 +364	+10%	+$41.9K	0.04%	121
2025 Q2	$411K	Hold	3,761	–	–	0.03%	127
2025 Q1	$393K	Hold	3,761	–	–	0.03%	125
2024 Q4	$433K	Hold	3,761	–	–	0.03%	119
2024 Q3	$440K	Hold	3,761	–	–	0.04%	119
2024 Q2	$401K	Sell	3,761 -26	-0.7%	-$2.78K	0.03%	117
2024 Q1	$419K	Buy	3,787 +26	+0.7%	+$2.76K	0.03%	118
2023 Q4	$407K	Hold	3,761	–	–	0.04%	110
2023 Q3	$355K	Hold	3,761	–	–	0.04%	113
2023 Q2	$375K	Hold	3,761	–	–	0.04%	114
2023 Q1	$364K	Sell	3,761 -17	-0.4%	-$1.7K	0.04%	116
2022 Q4	$358K	Sell	3,778 -1,264	-25%	-$121K	0.04%	112
2022 Q3	$440K	Sell	5,042 -678	-12%	-$65.9K	0.05%	103
2022 Q2	$529K	Buy	5,720 +678	+13%	+$67.4K	0.05%	107
2022 Q1	$544K	Hold	5,042	–	–	0.05%	110
2021 Q4	$577K	Buy	+5,042	New	+$575K	0.05%	108

Other funds holding IJR

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

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

Schaper Benz & Wise Investment Counsel's IJR Position: Q2 2026 in Review

Schaper Benz & Wise Investment Counsel increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2.4% in Q2 2026, buying an estimated $13.6K and bringing the position to 4,270 shares worth $633K. The position accounts for 0.04% of the portfolio, ranked #123.

Schaper Benz & Wise Investment Counsel first reported a position in IJR in Q4 2021 and has held it in 19 quarters since. 1,512 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Schaper Benz & Wise Investment Counsel held 4,270 shares of iShares Core S&P Small-Cap ETF worth $633K as of Q2 2026.
Schaper Benz & Wise Investment Counsel bought 99 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $13.6K.
iShares Core S&P Small-Cap ETF made up 0.04% of Schaper Benz & Wise Investment Counsel's portfolio in Q2 2026, its #123 holding.
Schaper Benz & Wise Investment Counsel first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
1,512 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Schaper Benz & Wise Investment Counsel's 13F filing for Q2 2026, filed 21 Jul 2026.