VWA
IJR icon

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

VERITY 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 		$243K Hold
1,640
– – 0.15% 72
2026
Q1 		$204K Buy
+1,640
New +$208K 0.14% 79
2024
Q1 		– Sell
-2,072
Closed -$224K – 75
2023
Q4 		$224K Buy
+2,072
New +$200K 0.19% 67
2023
Q3 		– Sell
-2,072
Closed -$206K – 67
2023
Q2 		$206K Hold
2,072
– – 0.19% 67
2023
Q1 		$200K Sell
2,072
-128
-6% -$12.8K 0.19% 71
2022
Q4 		$208K Sell
2,200
-114
-5% -$10.9K 0.2% 68
2022
Q3 		$202K Buy
+2,314
New +$225K 0.21% 66
2022
Q2 		– Sell
-2,418
Closed -$261K – 70
2022
Q1 		$261K Sell
2,418
-57
-2% -$6.15K 0.23% 56
2021
Q4 		$283K Buy
2,475
+1
+0% +$114 0.24% 55
2021
Q3 		$270K Hold
2,474
– – 0.24% 54
2021
Q2 		$280K Buy
2,474
+150
+6% +$16.7K 0.25% 51
2021
Q1 		$252K Buy
2,324
+4
+0.2% +$419 0.22% 53
2020
Q4 		$213K Buy
+2,320
New +$191K 0.19% 56

Other funds holding IJR

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
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
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

VERITY Wealth Advisors held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 1,640 shares worth $243K. The position accounts for 0.15% of the portfolio, ranked #72.

VERITY Wealth Advisors first reported a position in IJR in Q4 2020 and has held it in 13 quarters since. The position peaked at $283K in Q4 2021. 847 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • VERITY Wealth Advisors held 1,640 shares of iShares Core S&P Small-Cap ETF worth $243K as of Q2 2026.
  • VERITY 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 0.15% of VERITY Wealth Advisors's portfolio in Q2 2026, its #72 holding.
  • VERITY Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 13 quarters since.
  • VERITY Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $283K in Q4 2021.
  • 847 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on VERITY Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.