Seven Post Investment Office’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Seven Post Investment Office’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	$934K	Hold	6,298	–	–	0.27%	25
2026 Q1	$783K	Hold	6,298	–	–	0.25%	24
2025 Q4	$757K	Hold	6,298	–	–	0.27%	23
2025 Q3	$748K	Hold	6,298	–	–	0.27%	23
2025 Q2	$688K	Hold	6,298	–	–	0.26%	23
2025 Q1	$659K	Hold	6,298	–	–	0.25%	22
2024 Q4	$726K	Hold	6,298	–	–	0.28%	22
2024 Q3	$737K	Hold	6,298	–	–	0.11%	31
2024 Q2	$672K	Hold	6,298	–	–	0.12%	33
2024 Q1	$696K	Hold	6,298	–	–	0.17%	33
2023 Q4	$682K	Sell	6,298 -2,523	-29%	-$243K	0.17%	33
2023 Q3	$832K	Hold	8,821	–	–	0.23%	32
2023 Q2	$879K	Hold	8,821	–	–	0.27%	29
2023 Q1	$853K	Hold	8,821	–	–	0.31%	25
2022 Q4	$835K	Hold	8,821	–	–	0.29%	26
2022 Q3	$769K	Sell	8,821 -12,092	-58%	-$1.17M	0.3%	23
2022 Q2	$1.93M	Buy	+20,913	New	+$2.08M	0.72%	16

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

Seven Post Investment Office's IJR Position: Q2 2026 in Review

Seven Post Investment Office held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 6,298 shares worth $934K. The position accounts for 0.27% of the portfolio, ranked #25.

Seven Post Investment Office first reported a position in IJR in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.93M in Q2 2022. 1,519 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Seven Post Investment Office held 6,298 shares of iShares Core S&P Small-Cap ETF worth $934K as of Q2 2026.
Seven Post Investment Office left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.27% of Seven Post Investment Office's portfolio in Q2 2026, its #25 holding.
Seven Post Investment Office first reported a position in iShares Core S&P Small-Cap ETF in Q2 2022 and has held it in 17 quarters since.
Seven Post Investment Office's iShares Core S&P Small-Cap ETF position peaked at $1.93M in Q2 2022.
1,519 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Seven Post Investment Office's 13F filing for Q2 2026, filed 28 Jul 2026.