ANDERSON FISHER LLC IJR holdings history
ISHARES CORE S&P SMALL-CAP E · CUSIP 464287804 · CIK 1767513
As of Jun 30, 2026, ANDERSON FISHER LLC reported 153.59K IJR (shares), valued at $22.78M, or 2.95% of its reported non-derivative portfolio. Filed Jul 21, 2026.
Verify history & sources →Shares increased 1.81%; reported value increased 21.46%, and weight changed +0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.95% | 153,594 | SEC filing ↗Filed Jul 21, 2026AmendedCombination report |
| Q1 2026 | 2.73% | 150,869 | SEC filing ↗Filed May 7, 2026Combination report |
| Q4 2025 | 2.85% | 168,023 | SEC filing ↗Filed Jan 27, 2026Combination report |
| Q3 2025 | 2.82% | 160,591 | SEC filing ↗Filed Nov 3, 2025Combination report |
| Q2 2025 | 2.63% | 152,932 | SEC filing ↗Filed Aug 4, 2025Combination report |
| Q1 2025 | 2.65% | 143,825 | SEC filing ↗Filed May 15, 2025Combination report |
| Q4 2024 | 2.80% | 137,138 | SEC filing ↗Filed Jan 31, 2025Combination report |
| Q3 2024 | 2.82% | 133,214 | SEC filing ↗Filed Oct 28, 2024Combination report |
| Q2 2024 | 2.74% | 132,370 | SEC filing ↗Filed Jul 17, 2024Combination report |
| Q1 2024 | 2.76% | 124,542 | SEC filing ↗Filed Apr 25, 2024Combination report |
| Q4 2023 | 2.86% | 122,424 | SEC filing ↗Filed Feb 12, 2024Combination report |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 2.86% | 122,424 | $13.25M | The prior quarter is outside the free window. Log in for the comparison. | SEC filing ↗ Filed Feb 12, 2024 |
| Q1 2024 | 2.76% | 124,542 | $13.76M | Shares increased 1.73%; reported value increased 3.86%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 25, 2024 |
| Q2 2024 | 2.74% | 132,370 | $14.12M | Shares increased 6.29%; reported value increased 2.57%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 17, 2024 |
| Q3 2024 | 2.82% | 133,214 | $15.58M | Shares increased 0.64%; reported value increased 10.36%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 28, 2024 |
| Q4 2024 | 2.80% | 137,138 | $15.80M | Shares increased 2.95%; reported value increased 1.41%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 31, 2025 |
| Q1 2025 | 2.65% | 143,825 | $15.04M | Shares increased 4.88%; reported value decreased 4.82%, and weight changed -0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2025 |
| Q2 2025 | 2.63% | 152,932 | $16.72M | Shares increased 6.33%; reported value increased 11.19%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 4, 2025 |
| Q3 2025 | 2.82% | 160,591 | $19.08M | Shares increased 5.01%; reported value increased 14.12%, and weight changed +0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 3, 2025 |
| Q4 2025 | 2.85% | 168,023 | $20.19M | Shares increased 4.63%; reported value increased 5.82%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 27, 2026 |
| Q1 2026 | 2.73% | 150,869 | $18.75M | Shares decreased 10.21%; reported value decreased 7.12%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2026 |
| Q2 2026 | 2.95% | 153,594 | $22.78M | Shares increased 1.81%; reported value increased 21.46%, and weight changed +0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 21, 2026 |
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