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Verum Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Verum Partners’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 		$28.5M Buy
192,172
+8,199
+4% +$1.13M 4.26% 6
2026
Q1 		$22.9M Sell
183,973
-29,748
-14% -$3.78M 4.34% 6
2025
Q4 		$25.7M Buy
213,721
+5,398
+3% +$646K 5.18% 5
2025
Q3 		$24.8M Buy
208,323
+5,828
+3% +$670K 5.26% 4
2025
Q2 		$22.1M Sell
202,495
-38,117
-16% -$3.94M 5.1% 4
2025
Q1 		$25.2M Buy
240,612
+111,047
+86% +$12.5M 6.78% 3
2024
Q4 		$14.9M Buy
129,565
+7,999
+7% +$956K 4.3% 5
2024
Q3 		$14.2M Buy
121,566
+5,621
+5% +$635K 4.16% 6
2024
Q2 		$12.4M Buy
115,945
+14,916
+15% +$1.6M 3.99% 7
2024
Q1 		$11.2M Buy
101,029
+10,291
+11% +$1.09M 3.96% 7
2023
Q4 		$9.82M Sell
90,738
-3,564
-4% -$343K 3.88% 4
2023
Q3 		$8.9M Buy
94,302
+76,111
+418% +$7.6M 3.98% 3
2023
Q2 		$1.81M Sell
18,191
-1,885
-9% -$179K 1.65% 19
2023
Q1 		$1.94M Buy
20,076
+425
+2% +$42.5K 2.07% 16
2022
Q4 		$1.86M Buy
+19,651
New +$1.88M 2.28% 16

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

Verum Partners's IJR Position: Q2 2026 in Review

Verum Partners increased its iShares Core S&P Small-Cap ETF (IJR) stake by 4.5% in Q2 2026, buying an estimated $1.13M and bringing the position to 192,172 shares worth $28.5M. The position accounts for 4.26% of the portfolio, ranked #6.

Verum Partners first reported a position in IJR in Q4 2022 and has held it in 15 quarters since. 837 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Verum Partners held 192,172 shares of iShares Core S&P Small-Cap ETF worth $28.5M as of Q2 2026.
  • Verum Partners bought 8,199 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $1.13M.
  • iShares Core S&P Small-Cap ETF made up 4.26% of Verum Partners's portfolio in Q2 2026, its #6 holding.
  • Verum Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 837 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Verum Partners's 13F filing for Q2 2026, filed 22 Jul 2026.