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

Vigilare Wealth 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	$3.77M	Buy	25,413 +20,788	+449%	+$2.85M	1.16%	18
2026 Q1	$575K	Sell	4,625 -26,362	-85%	-$3.35M	0.19%	58
2025 Q4	$3.72M	Buy	+30,987	New	+$3.71M	1.25%	21
2023 Q2	–	Sell	-2,598	Closed	-$251K	–	98
2023 Q1	$251K	Buy	2,598 +3	+0.1%	+$300	0.14%	82
2022 Q4	$246K	Buy	2,595 +4	+0.2%	+$384	0.14%	86
2022 Q3	$226K	Buy	+2,591	New	+$252K	0.29%	89
2022 Q2	–	Sell	-2,007	Closed	-$217K	–	126
2022 Q1	$217K	Buy	2,007 +250	+14%	+$27K	0.18%	127
2021 Q4	$201K	Buy	+1,757	New	+$200K	0.12%	172
2021 Q3	–	Sell	-2,511	Closed	-$284K	–	204
2021 Q2	$284K	Buy	2,511 +372	+17%	+$41.5K	0.17%	153
2021 Q1	$232K	Sell	2,139 -572	-21%	-$59.9K	0.16%	164
2020 Q4	$249K	Sell	2,711 -1,024	-27%	-$84.1K	0.24%	102
2020 Q3	$262K	Sell	3,735 -4,954	-57%	-$355K	0.27%	88
2020 Q2	$593K	Buy	8,689 +4,138	+91%	+$261K	0.6%	48
2020 Q1	$255K	Buy	4,551 +204	+5%	+$15.2K	0.31%	85
2019 Q4	$353K	Buy	+4,347	New	+$350K	0.24%	98

Other funds holding IJR

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

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

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 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

AWM

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Vigilare Wealth Management's IJR Position: Q2 2026 in Review

Vigilare Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 449% in Q2 2026, buying an estimated $2.85M and bringing the position to 25,413 shares worth $3.77M. The position accounts for 1.16% of the portfolio, ranked #18.

Vigilare Wealth Management first reported a position in IJR in Q4 2019 and has held it in 15 quarters since. 575 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Vigilare Wealth Management held 25,413 shares of iShares Core S&P Small-Cap ETF worth $3.77M as of Q2 2026.
Vigilare Wealth Management bought 20,788 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $2.85M.
iShares Core S&P Small-Cap ETF made up 1.16% of Vigilare Wealth Management's portfolio in Q2 2026, its #18 holding.
Vigilare Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 15 quarters since.
575 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Vigilare Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.