IJR — iSh S&P SMALLCAP 600

Ownership history in VICUS CAPITAL · 47 quarters on record

This page tracks every 13F SEC filing in which VICUS CAPITAL reported a position in iSh S&P SMALLCAP 600 (IJR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position

8.17% (2022 Q4)

Avg. % of fund

4.24%

First filed

2014 Q1

Last filed

2025 Q4

Quarters held

47

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	REDUCED	168,754	-84,940	-33.5%	1.52%	$20.3M	$119.99
2025 Q3	REDUCED	253,694	-284,772	-52.9%	2.30%	$30.1M	$118.09
2025 Q2	ADDED	538,466	+27,712	+5.4%	4.89%	$58.8M	$108.21
2025 Q1	ADDED	510,754	+5,869	+1.2%	4.97%	$53.4M	$103.16

% of Fund (quarterly) IJR price (monthly, adj. close)

Other funds also holding IJR

As of 2025 Q4 — sorted by position size

LTG Capital LLC 3Y 20.53% PROVIDA PENSION FUND ADMINISTRATOR 3Y 7Y 14.49% Arcataur Capital Management LLC 13.29% Holland Advisory Services, Inc. 3Y 12.94% Fort Henry Capital, LLC 3Y 12.65% Abound Wealth Management 12.51% Shoker Investment Counsel, Inc. 3Y 7Y 11.66% Atlanta Consulting Group Advisors, LLC 11.41% Fi3 FINANCIAL ADVISORS, LLC 3Y 11.1% Paradigm, Strategies in Wealth Management, LLC 3Y 11.03%

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