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Snider Financial Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Snider Financial Group’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 		$224K Buy
+1,508
New +$207K 0.06% 102
2025
Q1 		– Sell
-21,928
Closed -$2.53M – 113
2024
Q4 		$2.53M Sell
21,928
-29,727
-58% -$3.55M 0.78% 39
2024
Q3 		$6.04M Buy
51,655
+13,742
+36% +$1.55M 2.21% 16
2024
Q2 		$4.04M Buy
37,913
+41
+0.1% +$4.39K 1.56% 19
2024
Q1 		$4.19M Buy
37,872
+595
+2% +$63.2K 1.74% 17
2023
Q4 		$4.04M Buy
37,277
+1,166
+3% +$112K 1.86% 19
2023
Q3 		$3.41M Buy
36,111
+510
+1% +$50.9K 1.65% 19
2023
Q2 		$3.55M Buy
35,601
+1,843
+5% +$175K 1.7% 22
2023
Q1 		$3.26M Sell
33,758
-515
-2% -$51.5K 1.74% 21
2022
Q4 		$3.24M Sell
34,273
-738
-2% -$70.8K 1.79% 17
2022
Q3 		$3.25M Sell
35,011
-19,432
-36% -$1.89M 1.76% 19
2022
Q2 		$5.03M Buy
54,443
+2,133
+4% +$212K 2.74% 11
2022
Q1 		$5.64M Sell
52,310
-3
-0% -$324 2.57% 14
2021
Q4 		$6.06M Buy
52,313
+586
+1% +$66.8K 2.57% 14
2021
Q3 		$5.85M Buy
51,727
+3,362
+7% +$370K 2.55% 14
2021
Q2 		$5.16M Buy
+48,365
New +$5.39M 2.43% 15

Other funds holding IJR

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 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
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
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

Snider Financial Group's IJR Position: Q2 2026 in Review

Snider Financial Group opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 1,508 shares worth $224K. The stake represents 0.06% of the portfolio and ranks #102 among its holdings. This is a return to the name: Snider Financial Group previously reported a position in IJR as recently as Q4 2024.

Snider Financial Group first reported a position in IJR in Q2 2021 and has held it in 16 quarters since. The position peaked at $6.06M in Q4 2021. 657 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Snider Financial Group held 1,508 shares of iShares Core S&P Small-Cap ETF worth $224K as of Q2 2026.
  • iShares Core S&P Small-Cap ETF was a new Snider Financial Group position in Q2 2026.
  • iShares Core S&P Small-Cap ETF made up 0.06% of Snider Financial Group's portfolio in Q2 2026, its #102 holding.
  • Snider Financial Group first reported a position in iShares Core S&P Small-Cap ETF in Q2 2021 and has held it in 16 quarters since.
  • Snider Financial Group's iShares Core S&P Small-Cap ETF position peaked at $6.06M in Q4 2021.
  • 657 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Snider Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.