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

Summit Place Financial 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 		$5.27M Buy
35,536
+1,250
+4% +$172K 2.31% 8
2026
Q1 		$4.26M Sell
34,286
-1,050
-3% -$133K 2.05% 12
2025
Q4 		$4.25M Sell
35,336
-977
-3% -$117K 2.06% 12
2025
Q3 		$4.32M Buy
36,313
+1,300
+4% +$150K 2.03% 11
2025
Q2 		$3.83M Buy
35,013
+1,152
+3% +$119K 1.93% 15
2025
Q1 		$3.54M Buy
33,861
+1,775
+6% +$200K 2% 13
2024
Q4 		$3.7M Sell
32,086
-739
-2% -$88.3K 2.1% 12
2024
Q3 		$3.84M Sell
32,825
-1,950
-6% -$220K 2.14% 10
2024
Q2 		$3.71M Sell
34,775
-1,085
-3% -$116K 2.19% 9
2024
Q1 		$3.96M Buy
35,860
+6,751
+23% +$717K 2.32% 6
2023
Q4 		$3.15M Buy
29,109
+1,850
+7% +$178K 2.06% 10
2023
Q3 		$2.57M Buy
27,259
+970
+4% +$96.9K 1.83% 13
2023
Q2 		$2.62M Buy
26,289
+6,196
+31% +$590K 1.7% 20
2023
Q1 		$1.94M Buy
20,093
+1,810
+10% +$181K 1.38% 35
2022
Q4 		$1.73M Sell
18,283
-3,636
-17% -$349K 1.42% 35
2022
Q3 		$1.91M Sell
21,919
-11,801
-35% -$1.15M 1.78% 23
2022
Q2 		$3.12M Buy
33,720
+6,263
+23% +$623K 2.61% 5
2022
Q1 		$2.96M Buy
27,457
+1,480
+6% +$160K 1.99% 6
2021
Q4 		$2.98M Buy
25,977
+15
+0.1% +$1.71K 2.06% 7
2021
Q3 		$2.83M Buy
25,962
+2,651
+11% +$292K 2.07% 6
2021
Q2 		$2.63M Buy
23,311
+7,036
+43% +$785K 1.94% 6
2021
Q1 		$1.77M Buy
16,275
+13,496
+486% +$1.41M 1.42% 30
2020
Q4 		$255K Buy
+2,779
New +$228K 0.22% 78
2020
Q1 		– Sell
-30,925
Closed -$2.59M – 47
2019
Q4 		$2.59M Buy
+30,925
New +$2.49M 4.11% 6

Other funds holding IJR

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
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
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

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

Summit Place Financial Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 3.6% in Q2 2026, buying an estimated $172K and bringing the position to 35,536 shares worth $5.27M. The position accounts for 2.31% of the portfolio, ranked #8.

Summit Place Financial Advisors first reported a position in IJR in Q4 2019 and has held it in 24 quarters since. 1,358 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Summit Place Financial Advisors held 35,536 shares of iShares Core S&P Small-Cap ETF worth $5.27M as of Q2 2026.
  • Summit Place Financial Advisors bought 1,250 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $172K.
  • iShares Core S&P Small-Cap ETF made up 2.31% of Summit Place Financial Advisors's portfolio in Q2 2026, its #8 holding.
  • Summit Place Financial Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 24 quarters since.
  • 1,358 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Summit Place Financial Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.