Stenger Family Office’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Stenger Family 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	$263K	Sell	1,774 -115	-6%	-$15.8K	0.04%	108
2026 Q1	$235K	Buy	+1,889	New	+$240K	0.04%	110
2025 Q4	–	Sell	-1,754	Closed	-$212K	–	107
2025 Q3	$212K	Buy	+1,754	New	+$202K	0.04%	106
2024 Q4	$216K	Buy	+1,876	New	+$224K	0.07%	89

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 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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Stenger Family Office's IJR Position: Q2 2026 in Review

Stenger Family Office reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 6.1% in Q2 2026, selling an estimated $15.8K and leaving 1,774 shares worth $263K. The position accounts for 0.04% of the portfolio, ranked #108.

Stenger Family Office first reported a position in IJR in Q4 2024 and has held it in 4 quarters since. 1,103 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Stenger Family Office held 1,774 shares of iShares Core S&P Small-Cap ETF worth $263K as of Q2 2026.
Stenger Family Office sold 115 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $15.8K.
iShares Core S&P Small-Cap ETF made up 0.04% of Stenger Family Office's portfolio in Q2 2026, its #108 holding.
Stenger Family Office first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 4 quarters since.
1,103 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Stenger Family Office's 13F filing for Q2 2026, filed 13 Jul 2026.