VPF
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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
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Vantage Point Financial's IJR Position: Q1 2026 in Review

Vantage Point Financial held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q1 2026 at 2,760 shares worth $343K. The position accounts for 0.12% of the portfolio, ranked #115.

Vantage Point Financial first reported a position in IJR in Q4 2024 and has held it in 6 quarters since. The position peaked at $358K in Q4 2024. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Vantage Point Financial held 2,760 shares of iShares Core S&P Small-Cap ETF worth $343K as of Q1 2026.
  • Vantage Point Financial left its iShares Core S&P Small-Cap ETF share count unchanged in Q1 2026.
  • iShares Core S&P Small-Cap ETF made up 0.12% of Vantage Point Financial's portfolio in Q1 2026, its #115 holding.
  • Vantage Point Financial first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • Vantage Point Financial's iShares Core S&P Small-Cap ETF position peaked at $358K in Q4 2024.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Vantage Point Financial's 13F filing for Q1 2026, filed 4 May 2026.