Summit Financial Wealth Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
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
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. 2,840 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.
- 2,840 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.