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

Vantage Point 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	$410K	Buy	2,762 +2	+0.1%	+$274	0.12%	111
2026 Q1	$343K	Hold	2,760	–	–	0.12%	115
2025 Q4	$332K	Sell	2,760 -7	-0.3%	-$837	0.12%	116
2025 Q3	$329K	Hold	2,767	–	–	0.13%	112
2025 Q2	$302K	Hold	2,767	–	–	0.13%	108
2025 Q1	$289K	Sell	2,767 -340	-11%	-$38.4K	0.15%	98
2024 Q4	$358K	Buy	+3,107	New	+$371K	0.19%	78

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

Vantage Point Financial's IJR Position: Q2 2026 in Review

Vantage Point Financial increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.07% in Q2 2026, buying an estimated $274 and bringing the position to 2,762 shares worth $410K. The position accounts for 0.12% of the portfolio, ranked #111.

Vantage Point Financial first reported a position in IJR in Q4 2024 and has held it in 7 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Vantage Point Financial held 2,762 shares of iShares Core S&P Small-Cap ETF worth $410K as of Q2 2026.
Vantage Point Financial bought 2 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $274.
iShares Core S&P Small-Cap ETF made up 0.12% of Vantage Point Financial's portfolio in Q2 2026, its #111 holding.
Vantage Point Financial first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Vantage Point Financial's 13F filing for Q2 2026, filed 14 Aug 2026.