Viewpoint Capital Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Viewpoint Capital Management’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	$3.54M	Sell	23,899 -4,370	-15%	-$600K	1.81%	15
2026 Q1	$3.51M	Hold	28,269	–	–	1.64%	13
2025 Q4	$3.4M	Hold	28,269	–	–	1.47%	17
2025 Q3	$3.36M	Hold	28,269	–	–	1.48%	18
2025 Q2	$3.09M	Hold	28,269	–	–	1.52%	18
2025 Q1	$2.96M	Sell	28,269 -480	-2%	-$54.2K	1.59%	18
2024 Q4	$3.31M	Hold	28,749	–	–	1.74%	14
2024 Q3	$3.35M	Hold	28,749	–	–	1.87%	14
2024 Q2	$3.07M	Buy	28,749 +637	+2%	+$68.2K	1.88%	15
2024 Q1	$3.11M	Hold	28,112	–	–	1.97%	14
2023 Q4	$3.04M	Hold	28,112	–	–	2.13%	12
2023 Q3	$2.65M	Hold	28,112	–	–	2.12%	12
2023 Q2	$2.8M	Hold	28,112	–	–	2.17%	13
2023 Q1	$2.72M	Hold	28,112	–	–	2.44%	10
2022 Q4	$2.66M	Sell	28,112 -500	-2%	-$48K	2.57%	12
2022 Q3	$2.5M	Hold	28,612	–	–	2.47%	11
2022 Q2	$2.64M	Sell	28,612 -110	-0.4%	-$10.9K	2.48%	13
2022 Q1	$3.1M	Hold	28,722	–	–	2.39%	9
2021 Q4	$3.29M	Buy	+28,722	New	+$3.27M	2.38%	8

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Viewpoint Capital Management's IJR Position: Q2 2026 in Review

Viewpoint Capital Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 15% in Q2 2026, selling an estimated $600K and leaving 23,899 shares worth $3.54M. The position accounts for 1.81% of the portfolio, ranked #15.

Viewpoint Capital Management first reported a position in IJR in Q4 2021 and has held it in 19 quarters since. 2,848 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Viewpoint Capital Management held 23,899 shares of iShares Core S&P Small-Cap ETF worth $3.54M as of Q2 2026.
Viewpoint Capital Management sold 4,370 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $600K.
iShares Core S&P Small-Cap ETF made up 1.81% of Viewpoint Capital Management's portfolio in Q2 2026, its #15 holding.
Viewpoint Capital Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
2,848 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Viewpoint Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.