Thurston Springer Miller Herd & Titak’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Thurston Springer Miller Herd & Titak’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	$333K	Buy	2,246 +86	+4%	+$11.8K	0.12%	188
2026 Q1	$269K	Sell	2,160 -12	-0.6%	-$1.52K	0.11%	205
2025 Q4	$261K	Buy	2,172 +1,628	+299%	+$195K	0.09%	220
2025 Q3	$64.8K	Sell	544 -3,009	-85%	-$346K	0.13%	184
2025 Q2	$389K	Buy	3,553 +87	+3%	+$8.99K	0.05%	279
2025 Q1	$363K	Sell	3,466 -135	-4%	-$15.2K	0.06%	229
2024 Q4	$415K	Buy	3,601 +245	+7%	+$29.3K	0.08%	196
2024 Q3	$393K	Buy	3,356 +141	+4%	+$15.9K	0.11%	181
2024 Q2	$343K	Buy	+3,215	New	+$344K	0.11%	180

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's IJR Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak increased its iShares Core S&P Small-Cap ETF (IJR) stake by 4% in Q2 2026, buying an estimated $11.8K and bringing the position to 2,246 shares worth $333K. The position accounts for 0.12% of the portfolio, ranked #188.

Thurston Springer Miller Herd & Titak first reported a position in IJR in Q2 2024 and has held it in 9 quarters since. The position peaked at $415K in Q4 2024. 2,845 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Thurston Springer Miller Herd & Titak held 2,246 shares of iShares Core S&P Small-Cap ETF worth $333K as of Q2 2026.
Thurston Springer Miller Herd & Titak bought 86 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $11.8K.
iShares Core S&P Small-Cap ETF made up 0.12% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #188 holding.
Thurston Springer Miller Herd & Titak first reported a position in iShares Core S&P Small-Cap ETF in Q2 2024 and has held it in 9 quarters since.
Thurston Springer Miller Herd & Titak's iShares Core S&P Small-Cap ETF position peaked at $415K in Q4 2024.
2,845 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.