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

Vickerman Investment 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 		$5.25M Sell
35,408
-286
-0.8% -$39.2K 1.02% 24
2026
Q1 		$4.44M Buy
35,694
+869
+2% +$110K 0.93% 29
2025
Q4 		$4.19M Buy
34,825
+1,534
+5% +$183K 0.84% 30
2025
Q3 		$3.96M Buy
33,291
+469
+1% +$53.9K 0.8% 35
2025
Q2 		$3.59M Buy
32,822
+1,106
+3% +$114K 0.77% 38
2025
Q1 		$3.32M Buy
31,716
+3,616
+13% +$408K 0.75% 36
2024
Q4 		$3.24M Buy
28,100
+384
+1% +$45.9K 0.88% 35
2024
Q3 		$3.24M Buy
27,716
+336
+1% +$38K 0.95% 37
2024
Q2 		$2.92M Sell
27,380
-62
-0.2% -$6.63K 0.94% 38
2024
Q1 		$3.03M Sell
27,442
-609
-2% -$64.7K 0.98% 37
2023
Q4 		$3.04M Sell
28,051
-768
-3% -$74K 1.04% 35
2023
Q3 		$2.72M Sell
28,819
-395
-1% -$39.5K 1.11% 39
2023
Q2 		$2.91M Buy
29,214
+3,156
+12% +$301K 1.14% 34
2023
Q1 		$2.52M Buy
26,058
+14,364
+123% +$1.44M 0.99% 42
2022
Q4 		$1.11M Buy
11,694
+5,003
+75% +$480K 0.5% 48
2022
Q3 		$583K Sell
6,691
-598
-8% -$58.1K 0.28% 57
2022
Q2 		$674K Buy
7,289
+83
+1% +$8.25K 0.32% 59
2022
Q1 		$713K Buy
7,206
+167
+2% +$18K 0.32% 58
2021
Q4 		$806K Buy
7,039
+743
+12% +$84.7K 0.33% 56
2021
Q3 		$687K Buy
+6,296
New +$693K 0.27% 59

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Vickerman Investment Advisors's IJR Position: Q2 2026 in Review

Vickerman Investment Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.8% in Q2 2026, selling an estimated $39.2K and leaving 35,408 shares worth $5.25M. The position accounts for 1.02% of the portfolio, ranked #24.

Vickerman Investment Advisors first reported a position in IJR in Q3 2021 and has held it in 20 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Vickerman Investment Advisors held 35,408 shares of iShares Core S&P Small-Cap ETF worth $5.25M as of Q2 2026.
  • Vickerman Investment Advisors sold 286 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $39.2K.
  • iShares Core S&P Small-Cap ETF made up 1.02% of Vickerman Investment Advisors's portfolio in Q2 2026, its #24 holding.
  • Vickerman Investment Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q3 2021 and has held it in 20 quarters since.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Vickerman Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.