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Sunbeam Capital Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Sunbeam Capital Management’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 		$2.62M Buy
17,664
+6,384
+57% +$876K 1.2% 20
2026
Q1 		$1.4M Buy
11,280
+48
+0.4% +$6.1K 0.8% 25
2025
Q4 		$1.35M Buy
+11,232
New +$1.34M 0.8% 25

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
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
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

Sunbeam Capital Management's IJR Position: Q2 2026 in Review

Sunbeam Capital Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 57% in Q2 2026, buying an estimated $876K and bringing the position to 17,664 shares worth $2.62M. The position accounts for 1.2% of the portfolio, ranked #20.

Sunbeam Capital Management first reported a position in IJR in Q4 2025 and has held it in 3 quarters since. 551 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Sunbeam Capital Management held 17,664 shares of iShares Core S&P Small-Cap ETF worth $2.62M as of Q2 2026.
  • Sunbeam Capital Management bought 6,384 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $876K.
  • iShares Core S&P Small-Cap ETF made up 1.2% of Sunbeam Capital Management's portfolio in Q2 2026, its #20 holding.
  • Sunbeam Capital Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 551 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Sunbeam Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.