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

Univest Financial’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	$2.83M	Sell	19,076 -2,432	-11%	-$334K	0.14%	107
2026 Q1	$2.67M	Sell	21,508 -90	-0.4%	-$11.4K	0.15%	103
2025 Q4	$2.6M	Sell	21,598 -157	-0.7%	-$18.8K	0.14%	112
2025 Q3	$2.59M	Buy	21,755 +7,161	+49%	+$824K	0.14%	105
2025 Q2	$1.59M	Sell	14,594 -124	-0.8%	-$12.8K	0.1%	125
2025 Q1	$1.54M	Sell	14,718 -9,852	-40%	-$1.11M	0.1%	132
2024 Q4	$2.83M	Sell	24,570 -2,972	-11%	-$355K	0.18%	97
2024 Q3	$3.22M	Hold	27,542	–	–	0.21%	86
2024 Q2	$2.94M	Buy	27,542 +1,791	+7%	+$192K	0.82%	43
2024 Q1	$2.85M	Sell	25,751 -114	-0.4%	-$12.1K	0.8%	44
2023 Q4	$2.8M	Hold	25,865	–	–	0.83%	44
2023 Q3	$2.44M	Sell	25,865 -281	-1%	-$28.1K	0.81%	44
2023 Q2	$2.61M	Sell	26,146 -1,919	-7%	-$183K	0.79%	45
2023 Q1	$2.71M	Sell	28,065 -878	-3%	-$87.8K	0.85%	44
2022 Q4	$2.74M	Sell	28,943 -2,694	-9%	-$258K	0.86%	46
2022 Q3	$2.76M	Sell	31,637 -577	-2%	-$56K	0.9%	38
2022 Q2	$2.98M	Sell	32,214 -567	-2%	-$56.4K	0.97%	41
2022 Q1	$3.54M	Buy	32,781 +199	+0.6%	+$21.5K	1%	42
2021 Q4	$3.73M	Sell	32,582 -100	-0.3%	-$11.4K	0.95%	39
2021 Q3	$3.57M	Buy	32,682 +32	+0.1%	+$3.52K	1%	39
2021 Q2	$3.69M	Sell	32,650 -957	-3%	-$107K	1.01%	40
2021 Q1	$3.65M	Sell	33,607 -1,400	-4%	-$147K	1.03%	40
2020 Q4	$3.22M	Sell	35,007 -6,057	-15%	-$498K	0.93%	42
2020 Q3	$2.88M	Sell	41,064 -23	-0.1%	-$1.65K	0.91%	45
2020 Q2	$2.81M	Buy	41,087 +7,724	+23%	+$488K	0.93%	43
2020 Q1	$1.87M	Buy	+33,363	New	+$2.48M	0.74%	48
2019 Q4	–	Sell	-33,825	Closed	-$2.63M	–	115
2019 Q3	$2.63M	Buy	33,825 +88	+0.3%	+$6.82K	0.84%	45
2019 Q2	$2.64M	Buy	33,737 +521	+2%	+$40.4K	0.84%	46
2019 Q1	$2.56M	Sell	33,216 -339	-1%	-$26K	0.84%	45
2018 Q4	$2.33M	Sell	33,555 -719	-2%	-$55.6K	0.86%	37
2018 Q3	$2.99M	Buy	+34,274	New	+$3M	0.91%	43

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

Univest Financial's IJR Position: Q2 2026 in Review

Univest Financial reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 11% in Q2 2026, selling an estimated $334K and leaving 19,076 shares worth $2.83M. The position accounts for 0.14% of the portfolio, ranked #107.

Univest Financial first reported a position in IJR in Q3 2018 and has held it in 31 quarters since. The position peaked at $3.73M in Q4 2021. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Univest Financial held 19,076 shares of iShares Core S&P Small-Cap ETF worth $2.83M as of Q2 2026.
Univest Financial sold 2,432 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $334K.
iShares Core S&P Small-Cap ETF made up 0.14% of Univest Financial's portfolio in Q2 2026, its #107 holding.
Univest Financial first reported a position in iShares Core S&P Small-Cap ETF in Q3 2018 and has held it in 31 quarters since.
Univest Financial's iShares Core S&P Small-Cap ETF position peaked at $3.73M in Q4 2021.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.