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

Valued Wealth 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	$285K	Hold	1,919	–	–	0.1%	42
2026 Q1	$239K	Hold	1,919	–	–	0.1%	41
2025 Q4	$231K	Hold	1,919	–	–	0.1%	42
2025 Q3	$228K	Hold	1,919	–	–	0.11%	38
2025 Q2	$210K	Buy	1,919 +12	+0.6%	+$1.24K	0.11%	36
2025 Q1	$199K	Hold	1,907	–	–	0.12%	36
2024 Q4	$220K	Buy	1,907 +31	+2%	+$3.7K	0.14%	35
2024 Q3	$219K	Hold	1,876	–	–	0.14%	34
2024 Q2	$200K	Hold	1,876	–	–	0.14%	34
2024 Q1	$207K	Buy	1,876 +26	+1%	+$2.76K	0.15%	32
2023 Q4	$175K	Buy	+1,850	New	+$178K	0.16%	28

Other funds holding IJR

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

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

Valued Wealth Advisors's IJR Position: Q2 2026 in Review

Valued Wealth Advisors held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 1,919 shares worth $285K. The position accounts for 0.1% of the portfolio, ranked #42.

Valued Wealth Advisors first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. 1,062 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Valued Wealth Advisors held 1,919 shares of iShares Core S&P Small-Cap ETF worth $285K as of Q2 2026.
Valued Wealth Advisors left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.1% of Valued Wealth Advisors's portfolio in Q2 2026, its #42 holding.
Valued Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
1,062 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.