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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$48M Buy
323,428
+26,884
+9% +$3.69M 13.22% 2
2026
Q1
$36.9M Buy
296,544
+252,543
+574% +$32.1M 13.03% 2
2025
Q4
$5.29M Buy
44,001
+6,302
+17% +$754K 2.08% 9
2025
Q3
$4.48M Buy
37,699
+337
+0.9% +$38.8K 2.09% 8
2025
Q2
$4.08M Buy
37,362
+952
+3% +$98.4K 2.05% 8
2025
Q1
$3.81M Buy
36,410
+361
+1% +$40.7K 2.1% 8
2024
Q4
$4.15M Buy
36,049
+730
+2% +$87.2K 2.28% 7
2024
Q3
$4.13M Sell
35,319
-344
-1% -$38.9K 2.28% 7
2024
Q2
$3.8M Sell
35,663
-12
-0% -$1.28K 2.32% 7
2024
Q1
$3.94M Buy
35,675
+1,003
+3% +$107K 2.42% 6
2023
Q4
$3.75M Buy
+34,672
New +$3.34M 2.86% 5

Other funds holding IJR

Urban Financial Advisory Corp's IJR Position: Q2 2026 in Review

Urban Financial Advisory Corp increased its iShares Core S&P Small-Cap ETF (IJR) stake by 9.1% in Q2 2026, buying an estimated $3.69M and bringing the position to 323,428 shares worth $48M. The position accounts for 13.22% of the portfolio, ranked #2.

Urban Financial Advisory Corp first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Urban Financial Advisory Corp held 323,428 shares of iShares Core S&P Small-Cap ETF worth $48M as of Q2 2026.
  • Urban Financial Advisory Corp bought 26,884 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $3.69M.
  • iShares Core S&P Small-Cap ETF made up 13.22% of Urban Financial Advisory Corp's portfolio in Q2 2026, its #2 holding.
  • Urban Financial Advisory Corp first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Urban Financial Advisory Corp's 13F filing for Q2 2026, filed 6 Aug 2026.