YCM
IJR icon

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

Yousif 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
Q2 		$25.2M Buy
169,976
+17,141
+11% +$2.35M 0.28% 53
2026
Q1 		$19M Sell
152,835
-35,074
-19% -$4.46M 0.22% 67
2025
Q4 		$23.8M Sell
187,909
-20,781
-10% -$2.49M 0.26% 57
2025
Q3 		$24.8M Buy
208,690
+31,456
+18% +$3.62M 0.26% 53
2025
Q2 		$19.4M Buy
177,234
+5,412
+3% +$559K 0.21% 80
2025
Q1 		$18M Buy
171,822
+6,689
+4% +$755K 0.21% 82
2024
Q4 		$19M Buy
165,133
+6,457
+4% +$771K 0.21% 72
2024
Q3 		$18.6M Sell
158,676
-14,795
-9% -$1.67M 0.2% 84
2024
Q2 		$18.5M Buy
173,471
+20,694
+14% +$2.21M 0.21% 80
2024
Q1 		$16.9M Buy
152,777
+19,554
+15% +$2.08M 0.19% 94
2023
Q4 		$14.4M Sell
133,223
-75,705
-36% -$7.3M 0.17% 107
2023
Q3 		$19.7M Buy
+208,928
New +$20.9M 0.25% 60
2023
Q2 		– Sell
-70,895
Closed -$6.86M – 1983
2023
Q1 		$6.86M Sell
70,895
-18,565
-21% -$1.86M 0.09% 207
2022
Q4 		$8.47M Buy
89,460
+6,570
+8% +$630K 0.11% 186
2022
Q3 		$7.23M Buy
82,890
+46,495
+128% +$4.52M 0.1% 192
2022
Q2 		$3.36M Sell
36,395
-13,320
-27% -$1.32M 0.04% 471
2022
Q1 		$5.36M Sell
49,715
-57,865
-54% -$6.24M 0.06% 327
2021
Q4 		$12.3M Buy
+107,580
New +$12.3M 0.13% 140

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
Wealth Enhancement Advisory Services
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
WA
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
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Yousif Capital Management's IJR Position: Q2 2026 in Review

Yousif Capital Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 11% in Q2 2026, buying an estimated $2.35M and bringing the position to 169,976 shares worth $25.2M. The position accounts for 0.28% of the portfolio, ranked #53.

Yousif Capital Management first reported a position in IJR in Q4 2021 and has held it in 18 quarters since. 777 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Yousif Capital Management held 169,976 shares of iShares Core S&P Small-Cap ETF worth $25.2M as of Q2 2026.
  • Yousif Capital Management bought 17,141 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $2.35M.
  • iShares Core S&P Small-Cap ETF made up 0.28% of Yousif Capital Management's portfolio in Q2 2026, its #53 holding.
  • Yousif Capital Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • 777 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.