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SFM LLC’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

SFM LLC’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 		$753K Sell
5,079
-159
-3% -$21.8K 0.39% 43
2026
Q1 		$651K Sell
5,238
-253
-5% -$32.1K 0.39% 42
2025
Q4 		$660K Sell
5,491
-154
-3% -$18.4K 0.39% 40
2025
Q3 		$671K Sell
5,645
-445
-7% -$51.2K 0.39% 41
2025
Q2 		$666K Buy
6,090
+841
+16% +$86.9K 0.43% 41
2025
Q1 		$549K Sell
5,249
-860
-14% -$97K 0.4% 45
2024
Q4 		$704K Sell
6,109
-254
-4% -$30.3K 0.5% 40
2024
Q3 		$744K Sell
6,363
-749
-11% -$84.6K 0.56% 36
2024
Q2 		$759K Sell
7,112
-186
-3% -$19.9K 0.57% 35
2024
Q1 		$807K Sell
7,298
-1,359
-16% -$144K 0.62% 34
2023
Q4 		$937K Buy
+8,657
New +$834K 0.77% 32

Other funds holding IJR

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
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
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

SFM LLC's IJR Position: Q2 2026 in Review

SFM LLC reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 3% in Q2 2026, selling an estimated $21.8K and leaving 5,079 shares worth $753K. The position accounts for 0.39% of the portfolio, ranked #43.

SFM LLC first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. The position peaked at $937K in Q4 2023. 1,062 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • SFM LLC held 5,079 shares of iShares Core S&P Small-Cap ETF worth $753K as of Q2 2026.
  • SFM LLC sold 159 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $21.8K.
  • iShares Core S&P Small-Cap ETF made up 0.39% of SFM LLC's portfolio in Q2 2026, its #43 holding.
  • SFM LLC first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • SFM LLC's iShares Core S&P Small-Cap ETF position peaked at $937K in Q4 2023.
  • 1,062 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on SFM LLC's 13F filing for Q2 2026, filed 7 Jul 2026.