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

Uptown 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	$11.8M	Sell	79,404 -753	-0.9%	-$103K	7.75%	2
2026 Q1	$9.96M	Buy	80,157 +6,746	+9%	+$857K	7.92%	3
2025 Q4	$8.82M	Buy	73,411 +2,330	+3%	+$279K	6.32%	4
2025 Q3	$8.45M	Buy	71,081 +1,272	+2%	+$146K	6.96%	3
2025 Q2	$7.63M	Buy	69,809 +3,479	+5%	+$360K	6.54%	3
2025 Q1	$6.94M	Buy	66,330 +4,504	+7%	+$508K	7.08%	3
2024 Q4	$7.12M	Buy	+61,826	New	+$7.39M	7.68%	3

Other funds holding IJR

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 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

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Uptown Financial Advisors's IJR Position: Q2 2026 in Review

Uptown Financial Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.94% in Q2 2026, selling an estimated $103K and leaving 79,404 shares worth $11.8M. The position accounts for 7.75% of the portfolio, ranked #2.

Uptown Financial Advisors first reported a position in IJR in Q4 2024 and has held it in 7 quarters since. 847 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Uptown Financial Advisors held 79,404 shares of iShares Core S&P Small-Cap ETF worth $11.8M as of Q2 2026.
Uptown Financial Advisors sold 753 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $103K.
iShares Core S&P Small-Cap ETF made up 7.75% of Uptown Financial Advisors's portfolio in Q2 2026, its #2 holding.
Uptown Financial Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
847 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Uptown Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.