WestHill Financial Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

WestHill Financial Advisors’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	$208K	Buy	+1,404	New	+$193K	0.04%	77
2023 Q4	–	Sell	-1,784	Closed	-$168K	–	86
2023 Q3	$168K	Sell	1,784 -15	-0.8%	-$1.5K	0.05%	68
2023 Q2	$179K	Sell	1,799 -16	-0.9%	-$1.52K	0.05%	66
2023 Q1	$175K	Buy	1,815 +1	+0.1%	+$100	0.05%	64
2022 Q4	$172K	Buy	1,814 +151	+9%	+$14.5K	0.05%	64
2022 Q3	$145K	Hold	1,663	–	–	0.05%	62
2022 Q2	$154K	Buy	1,663 +1	+0.1%	+$99	0.05%	66
2022 Q1	$179K	Buy	1,662 +130	+8%	+$14K	0.05%	72
2021 Q4	$175K	Buy	1,532 +53	+4%	+$6.04K	0.05%	76
2021 Q3	$161K	Buy	+1,479	New	+$163K	0.05%	64
2021 Q1	$160K	Sell	1,478 -16	-1%	-$1.68K	0.06%	55
2020 Q4	$137K	Buy	+1,494	New	+$123K	0.05%	56

Other funds holding IJR

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 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

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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

WestHill Financial Advisors's IJR Position: Q2 2026 in Review

WestHill Financial Advisors opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 1,404 shares worth $208K. The stake represents 0.04% of the portfolio and ranks #77 among its holdings. This is a return to the name: WestHill Financial Advisors previously reported a position in IJR as recently as Q3 2023.

WestHill Financial Advisors first reported a position in IJR in Q4 2020 and has held it in 12 quarters since. 899 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

WestHill Financial Advisors held 1,404 shares of iShares Core S&P Small-Cap ETF worth $208K as of Q2 2026.
iShares Core S&P Small-Cap ETF was a new WestHill Financial Advisors position in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.04% of WestHill Financial Advisors's portfolio in Q2 2026, its #77 holding.
WestHill Financial Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 12 quarters since.
899 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on WestHill Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.