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 Q3	$3.75M	Buy	27,589 +3,690	+15%	+$534K	1.75%	14
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Viewpoint Capital Management's IJR Position: Q3 2026 in Review

Viewpoint Capital Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 15% in Q3 2026, buying an estimated $534K and bringing the position to 27,589 shares worth $3.75M. The position accounts for 1.75% of the portfolio, ranked #14.

Viewpoint Capital Management first reported a position in IJR in Q4 2021 and has held it in 20 quarters since. 1,868 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

Viewpoint Capital Management held 27,589 shares of iShares Core S&P Small-Cap ETF worth $3.75M as of Q3 2026.
Viewpoint Capital Management bought 3,690 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $534K.
iShares Core S&P Small-Cap ETF made up 1.75% of Viewpoint Capital Management's portfolio in Q3 2026, its #14 holding.
Viewpoint Capital Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 20 quarters since.
1,868 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Viewpoint Capital Management's 13F filing for Q3 2026, filed 27 Oct 2026.