SFC
IJR icon

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

Sprinkle Financial Consultants’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 		$14.3M Buy
96,732
+23
+0% +$3.16K 5.63% 4
2026
Q1 		$12M Sell
96,709
-57
-0.1% -$7.24K 5.54% 3
2025
Q4 		$11.6M Sell
96,766
-886
-0.9% -$106K 5.91% 3
2025
Q3 		$11.6M Buy
97,652
+1,369
+1% +$157K 6.48% 3
2025
Q2 		$10.5M Sell
96,283
-9,426
-9% -$974K 6.43% 3
2025
Q1 		$11.1M Buy
105,709
+9,527
+10% +$1.08M 7.01% 3
2024
Q4 		$11.1M Buy
96,182
+3,567
+4% +$426K 7.55% 2
2024
Q3 		$10.8M Buy
92,615
+962
+1% +$109K 7.74% 2
2024
Q2 		$9.78M Buy
91,653
+4,297
+5% +$460K 7.7% 2
2024
Q1 		$9.65M Buy
87,356
+233
+0.3% +$24.7K 8.24% 3
2023
Q4 		$9.43M Buy
+87,123
New +$8.4M 9.6% 2

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
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
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Sprinkle Financial Consultants's IJR Position: Q2 2026 in Review

Sprinkle Financial Consultants increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.02% in Q2 2026, buying an estimated $3.16K and bringing the position to 96,732 shares worth $14.3M. The position accounts for 5.63% of the portfolio, ranked #4.

Sprinkle Financial Consultants first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. 575 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Sprinkle Financial Consultants held 96,732 shares of iShares Core S&P Small-Cap ETF worth $14.3M as of Q2 2026.
  • Sprinkle Financial Consultants bought 23 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $3.16K.
  • iShares Core S&P Small-Cap ETF made up 5.63% of Sprinkle Financial Consultants's portfolio in Q2 2026, its #4 holding.
  • Sprinkle Financial Consultants first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 575 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Sprinkle Financial Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.