Vima LLC
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
Q3 		$15.5K Hold
114
– – 0.02% 229
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

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Nationwide Fund Advisors
Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return

Vima LLC's IJR Position: Q3 2026 in Review

Vima LLC held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q3 2026 at 114 shares worth $15.5K. The position accounts for 0.02% of the portfolio, ranked #229.

Vima LLC first reported a position in IJR in Q4 2023 and has held it in 4 quarters since. The position peaked at $30.1K in Q4 2023. 1,495 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Vima LLC held 114 shares of iShares Core S&P Small-Cap ETF worth $15.5K as of Q3 2026.
  • Vima LLC left its iShares Core S&P Small-Cap ETF share count unchanged in Q3 2026.
  • iShares Core S&P Small-Cap ETF made up 0.02% of Vima LLC's portfolio in Q3 2026, its #229 holding.
  • Vima LLC first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 4 quarters since.
  • Vima LLC's iShares Core S&P Small-Cap ETF position peaked at $30.1K in Q4 2023.
  • 1,495 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Vima LLC's 13F filing for Q3 2026, filed 23 Oct 2026.