VL
IJR icon

Vima LLC’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Vima LLC’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 		$16.9K Buy
+114
New +$15.6K 0.02% 233
2024
Q2 		– Sell
-195
Closed -$18.9K – 194
2024
Q1 		$18.9K Sell
195
-83
-30% -$8.81K 0.02% 186
2023
Q4 		$30.1K Buy
+278
New +$26.8K 0.07% 156

Other funds holding IJR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
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

Vima LLC's IJR Position: Q2 2026 in Review

Vima LLC opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 114 shares worth $16.9K. The stake represents 0.02% of the portfolio and ranks #233 among its holdings. This is a return to the name: Vima LLC previously reported a position in IJR as recently as Q1 2024.

Vima LLC first reported a position in IJR in Q4 2023 and has held it in 3 quarters since. The position peaked at $30.1K in Q4 2023. 1,585 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Vima LLC held 114 shares of iShares Core S&P Small-Cap ETF worth $16.9K as of Q2 2026.
  • iShares Core S&P Small-Cap ETF was a new Vima LLC position in Q2 2026.
  • iShares Core S&P Small-Cap ETF made up 0.02% of Vima LLC's portfolio in Q2 2026, its #233 holding.
  • Vima LLC first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 3 quarters since.
  • Vima LLC's iShares Core S&P Small-Cap ETF position peaked at $30.1K in Q4 2023.
  • 1,585 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Vima LLC's 13F filing for Q2 2026, filed 24 Jul 2026.