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

Summit Financial Wealth 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 		$20.5M Buy
138,274
+708
+0.5% +$97.2K 2.62% 9
2026
Q1 		$17.1M Sell
137,566
-5,363
-4% -$681K 2.42% 10
2025
Q4 		$17.2M Sell
142,929
-14,010
-9% -$1.68M 2.46% 12
2025
Q3 		$18.7M Buy
156,939
+2,102
+1% +$242K 2.9% 9
2025
Q2 		$16.9M Sell
154,837
-1,579
-1% -$163K 3.04% 7
2025
Q1 		$16.4M Buy
156,416
+107
+0.1% +$12.1K 3.25% 7
2024
Q4 		$18.3M Buy
156,309
+4,979
+3% +$595K 3.57% 6
2024
Q3 		$17.7M Buy
151,330
+5,053
+3% +$571K 3.32% 8
2024
Q2 		$15.6M Buy
146,277
+4,618
+3% +$494K 3.16% 7
2024
Q1 		$15.7M Buy
141,659
+8,114
+6% +$862K 3.17% 7
2023
Q4 		$14.5M Buy
133,545
+5,610
+4% +$541K 3.28% 7
2023
Q3 		$11.8M Buy
127,935
+5,283
+4% +$528K 2.91% 8
2023
Q2 		$12.2M Buy
122,652
+10,635
+9% +$1.01M 2.82% 8
2023
Q1 		$10.8M Sell
112,017
-2,912
-3% -$291K 2.57% 11
2022
Q4 		$10.9M Sell
114,929
-1,258
-1% -$121K 2.63% 11
2022
Q3 		$11.1M Sell
116,187
-644
-0.6% -$62.6K 3.2% 10
2022
Q2 		$11.4M Sell
116,831
-4,418
-4% -$439K 2.73% 9
2022
Q1 		$13.1M Buy
121,249
+2,571
+2% +$277K 2.64% 8
2021
Q4 		$13.8M Buy
118,678
+4,969
+4% +$566K 2.68% 9
2021
Q3 		$12.4M Buy
113,709
+1,664
+1% +$183K 2.81% 10
2021
Q2 		$12.7M Buy
112,045
+7,654
+7% +$854K 2.86% 10
2021
Q1 		$9.59M Buy
104,391
+2,160
+2% +$226K 2.44% 10
2020
Q4 		$7.18M Sell
102,231
-830
-0.8% -$68.2K 1.96% 13
2020
Q3 		$7.58M Buy
103,061
+3,551
+4% +$254K 2.02% 11
2020
Q2 		$6.69M Buy
99,510
+18,221
+22% +$1.15M 1.78% 13
2020
Q1 		$4.48M Buy
81,289
+6,453
+9% +$481K 1.41% 21
2019
Q4 		$6.17M Buy
74,836
+4,633
+7% +$373K 1.5% 18
2019
Q3 		$5.39M Buy
70,203
+3,328
+5% +$258K 1.32% 22
2019
Q2 		$5.24M Buy
66,875
+5,247
+9% +$407K 1.28% 19
2019
Q1 		$4.81M Buy
61,628
+3,481
+6% +$267K 1.27% 24
2018
Q4 		$4.03M Sell
58,147
-11,695
-17% -$904K 1.31% 20
2018
Q3 		$5.56M Sell
69,842
-945
-1% -$82.8K 1.66% 14
2018
Q2 		$5.45M Sell
70,787
-650
-0.9% -$53K 1.82% 12
2018
Q1 		$5.5M Buy
+71,437
New +$5.56M 1.81% 12

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

Summit Financial Wealth Advisors's IJR Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.51% in Q2 2026, buying an estimated $97.2K and bringing the position to 138,274 shares worth $20.5M. The position accounts for 2.62% of the portfolio, ranked #9.

Summit Financial Wealth Advisors first reported a position in IJR in Q1 2018 and has held it in 34 quarters since. 575 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Summit Financial Wealth Advisors held 138,274 shares of iShares Core S&P Small-Cap ETF worth $20.5M as of Q2 2026.
  • Summit Financial Wealth Advisors bought 708 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $97.2K.
  • iShares Core S&P Small-Cap ETF made up 2.62% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #9 holding.
  • Summit Financial Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q1 2018 and has held it in 34 quarters since.
  • 575 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.