1620 Investment Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

1620 Investment 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	$53.2K	Buy	359 +281	+360%	+$38.6K	0.03%	320
2026 Q1	$9.7K	Hold	78	–	–	0.01%	472
2025 Q4	$9.37K	Hold	78	–	–	0.01%	470
2025 Q3	$9.27K	Hold	78	–	–	0.01%	464
2025 Q2	$8.53K	Hold	78	–	–	0.01%	472
2025 Q1	$8.16K	Sell	78 -70	-47%	-$7.9K	0.01%	467
2024 Q4	$17.1K	Hold	148	–	–	0.01%	407
2024 Q3	$17.3K	Hold	148	–	–	0.01%	415
2024 Q2	$15.8K	Buy	+148	New	+$15.8K	0.01%	421

Other funds holding IJR

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

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

1620 Investment Advisors's IJR Position: Q2 2026 in Review

1620 Investment Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 360% in Q2 2026, buying an estimated $38.6K and bringing the position to 359 shares worth $53.2K. The position accounts for 0.03% of the portfolio, ranked #320.

1620 Investment Advisors first reported a position in IJR in Q2 2024 and has held it in 9 quarters since. 1,062 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

1620 Investment Advisors held 359 shares of iShares Core S&P Small-Cap ETF worth $53.2K as of Q2 2026.
1620 Investment Advisors bought 281 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $38.6K.
iShares Core S&P Small-Cap ETF made up 0.03% of 1620 Investment Advisors's portfolio in Q2 2026, its #320 holding.
1620 Investment Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q2 2024 and has held it in 9 quarters since.
1,062 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.