VF
IJR icon

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

Vawter 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 		$3.9M Sell
26,276
-150
-0.6% -$20.6K 1.47% 20
2026
Q1 		$3.29M Sell
26,426
-3,699
-12% -$470K 1.38% 21
2025
Q4 		$3.62M Sell
30,125
-488
-2% -$58.4K 1.53% 19
2025
Q3 		$3.64M Buy
+30,613
New +$3.52M 1.65% 20
2025
Q2 		– Sell
-30,766
Closed -$3.22M – 53
2025
Q1 		$3.22M Buy
30,766
+5
+0% +$564 1.8% 18
2024
Q4 		$3.54M Buy
30,761
+213
+0.7% +$25.4K 2.13% 15
2024
Q3 		$3.57M Sell
30,548
-1,150
-4% -$130K 2.18% 13
2024
Q2 		$3.38M Buy
31,698
+135
+0.4% +$14.4K 2.32% 12
2024
Q1 		$3.49M Sell
31,563
-230
-0.7% -$24.4K 2.53% 12
2023
Q4 		$3.44M Buy
31,793
+1,222
+4% +$118K 2.69% 13
2023
Q3 		$2.88M Sell
30,571
-1,582
-5% -$158K 3.27% 11
2023
Q2 		$3.2M Buy
+32,153
New +$3.06M 2.77% 12

Other funds holding IJR

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
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

Vawter Financial's IJR Position: Q2 2026 in Review

Vawter Financial reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.57% in Q2 2026, selling an estimated $20.6K and leaving 26,276 shares worth $3.9M. The position accounts for 1.47% of the portfolio, ranked #20.

Vawter Financial first reported a position in IJR in Q2 2023 and has held it in 12 quarters since. 1,424 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Vawter Financial held 26,276 shares of iShares Core S&P Small-Cap ETF worth $3.9M as of Q2 2026.
  • Vawter Financial sold 150 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $20.6K.
  • iShares Core S&P Small-Cap ETF made up 1.47% of Vawter Financial's portfolio in Q2 2026, its #20 holding.
  • Vawter Financial first reported a position in iShares Core S&P Small-Cap ETF in Q2 2023 and has held it in 12 quarters since.
  • 1,424 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Vawter Financial's 13F filing for Q2 2026, filed 24 Jul 2026.