SRH Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

SRH Advisors’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	$316K	Hold	2,129	–	–	0.08%	45
2026 Q1	$265K	Hold	2,129	–	–	0.08%	47
2025 Q4	$256K	Hold	2,129	–	–	0.07%	49
2025 Q3	$253K	Hold	2,129	–	–	0.07%	47
2025 Q2	$233K	Hold	2,129	–	–	0.07%	48
2025 Q1	$223K	Hold	2,129	–	–	0.07%	48
2024 Q4	$245K	Hold	2,129	–	–	0.07%	47
2024 Q3	$249K	Hold	2,129	–	–	0.08%	51
2024 Q2	$227K	Hold	2,129	–	–	0.08%	53
2024 Q1	$235K	Hold	2,129	–	–	0.07%	52
2023 Q4	$230K	Sell	2,129 -137	-6%	-$13.2K	0.08%	53
2023 Q3	$214K	Hold	2,266	–	–	0.1%	52
2023 Q2	$219K	Hold	2,266	–	–	0.12%	55
2023 Q1	$219K	Sell	2,266 -489	-18%	-$48.9K	0.12%	55
2022 Q4	$261K	Buy	2,755 +137	+5%	+$13.1K	0.14%	50
2022 Q3	$228K	Buy	2,618 +489	+23%	+$47.5K	0.3%	51
2022 Q2	$197K	Hold	2,129	–	–	0.24%	56
2022 Q1	$230K	Hold	2,129	–	–	0.26%	55
2021 Q4	$244K	Hold	2,129	–	–	0.28%	55
2021 Q3	$232K	Hold	2,129	–	–	0.28%	55
2021 Q2	$241K	Hold	2,129	–	–	0.3%	54
2021 Q1	$231K	Hold	2,129	–	–	0.33%	50
2020 Q4	$196K	Hold	2,129	–	–	0.32%	48
2020 Q3	$150K	Buy	+2,129	New	+$153K	0.29%	49
2018 Q4	–	Sell	-30	Closed	-$3K	–	273
2018 Q3	$3K	Hold	30	–	–	0.01%	246
2018 Q2	$3K	Hold	30	–	–	0.01%	234
2018 Q1	$2K	Hold	30	–	–	0.01%	217
2017 Q4	$2K	Hold	30	–	–	0.01%	205
2017 Q3	$2K	Buy	+30	New	+$2.1K	0.01%	215

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

SRH Advisors's IJR Position: Q2 2026 in Review

SRH Advisors held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 2,129 shares worth $316K. The position accounts for 0.08% of the portfolio, ranked #45.

SRH Advisors first reported a position in IJR in Q3 2017 and has held it in 29 quarters since. 1,486 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

SRH Advisors held 2,129 shares of iShares Core S&P Small-Cap ETF worth $316K as of Q2 2026.
SRH Advisors left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.08% of SRH Advisors's portfolio in Q2 2026, its #45 holding.
SRH Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q3 2017 and has held it in 29 quarters since.
1,486 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on SRH Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.