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Showing 8 of 15 quarters

Position history for Farther Finance Advisors, LLCFarther Finance Advisors, LLC's holdings in ISHARES CORE S&P SMALL-CAP ETF ETF

Farther Finance Advisors, LLC holds 792,656 shares of IJR (ISHARES CORE S&P SMALL-CAP ETF ETF), worth $117.5M as of 2026-Q2. The position was increased (+7.5% shares). IJR represents 0.9% of Farther Finance Advisors, LLC's portfolio.

Current Value

$117.5M

Current Shares

792,656

Total Value Change

+$92.8M

Total Shares Change

+581,163

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
792,656
+7.5%
$117.5M0.9%$148.31
46
2026-Q1
Increased
737,175
+11.8%
$92.1M0.9%$123.94
47
2025-Q4
Increased
659,156
+31.2%
$79.2M0.8%$119.63
53
2025-Q3
Increased
502,472
+4.8%
$59.7M0.9%$117.74
44
2025-Q2
Increased
479,548
+75.9%
$52.4M1.0%$107.88
70
2025-Q1
Increased
272,607
+14.0%
$28.6M0.7%$102.84
46
2024-Q4
Increased
239,051
+13.0%
$27.5M1.0%$112.97
46
2024-Q3
Increased
211,493
+19.9%
$24.7M0.9%$113.62
48

Other major holders of IJR: Steward Partners Investment Advisory, LLC, BNP PARIBAS FINANCIAL MARKETS, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

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