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1834 Investment Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

1834 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
Q1 		$978K Sell
7,871
-50
-0.6% -$6.35K 0.12% 113
2025
Q4 		$952K Buy
7,921
+105
+1% +$12.6K 0.12% 117
2025
Q3 		$929K Sell
7,816
-3,424
-30% -$394K 0.11% 117
2025
Q2 		$1.23M Buy
11,240
+29
+0.3% +$3K 0.16% 103
2025
Q1 		$1.17M Sell
11,211
-322
-3% -$36.3K 0.15% 97
2024
Q4 		$1.33M Buy
11,533
+195
+2% +$23.3K 0.17% 99
2024
Q3 		$1.33M Buy
11,338
+138
+1% +$15.6K 0.15% 103
2024
Q2 		$1.19M Sell
11,200
-1,264
-10% -$135K 0.14% 106
2024
Q1 		$1.38M Sell
12,464
-69
-0.6% -$7.33K 0.16% 97
2023
Q4 		$1.36M Sell
12,533
-8,086
-39% -$779K 0.16% 101
2023
Q3 		$1.95M Buy
20,619
+46
+0.2% +$4.59K 0.24% 88
2023
Q2 		$2.05M Sell
20,573
-11,371
-36% -$1.08M 0.24% 83
2023
Q1 		$3.09M Buy
31,944
+21,391
+203% +$2.14M 0.37% 66
2022
Q4 		$999K Buy
10,553
+15
+0.1% +$1.44K 0.14% 99
2022
Q3 		$919K Sell
10,538
-312
-3% -$30.3K 0.14% 97
2022
Q2 		$1M Buy
10,850
+610
+6% +$60.7K 0.14% 98
2022
Q1 		$1.1M Sell
10,240
-60
-0.6% -$6.47K 0.14% 103
2021
Q4 		$1.18M Sell
10,300
-45
-0.4% -$5.13K 0.13% 99
2021
Q3 		$1.13M Buy
10,345
+76
+0.7% +$8.37K 0.14% 102
2021
Q2 		$1.16M Sell
10,269
-51
-0.5% -$5.69K 0.14% 100
2021
Q1 		$1.12M Sell
10,320
-3,357
-25% -$351K 0.14% 91
2020
Q4 		$1.26M Sell
13,677
-53
-0.4% -$4.35K 0.17% 85
2020
Q3 		$964K Sell
13,730
-186
-1% -$13.3K 0.14% 87
2020
Q2 		$950K Buy
13,916
+832
+6% +$52.5K 0.15% 87
2020
Q1 		$734K Buy
13,084
+26
+0.2% +$1.94K 0.14% 93
2019
Q4 		$1.09M Sell
13,058
-40
-0.3% -$3.22K 0.17% 89
2019
Q3 		$1.02M Sell
13,098
-2,165
-14% -$168K 0.15% 97
2019
Q2 		$1.2M Buy
15,263
+148
+1% +$11.5K 0.18% 86
2019
Q1 		$1.17M Buy
15,115
+87
+0.6% +$6.68K 0.18% 87
2018
Q4 		$1.04M Buy
15,028
+17
+0.1% +$1.31K 0.17% 91
2018
Q3 		$1.31M Sell
15,011
-495
-3% -$43.4K 0.19% 84
2018
Q2 		$1.29M Sell
15,506
-304
-2% -$24.8K 0.2% 82
2018
Q1 		$1.22M Sell
15,810
-490
-3% -$38.1K 0.21% 85
2017
Q4 		$1.25M Buy
16,300
+1,364
+9% +$103K 0.2% 94
2017
Q3 		$1.11M Sell
14,936
-104
-0.7% -$7.29K 0.21% 88
2017
Q2 		$1.05M Buy
15,040
+34
+0.2% +$2.35K 0.2% 91
2017
Q1 		$1.04M Sell
15,006
-184
-1% -$12.7K 0.2% 91
2016
Q4 		$1.04M Buy
15,190
+3,512
+30% +$227K 0.21% 89
2016
Q3 		$725K Sell
11,678
-62
-0.5% -$3.79K 0.16% 98
2016
Q2 		$682K Buy
11,740
+2,140
+22% +$122K 0.15% 111
2016
Q1 		$540K Buy
9,600
+32
+0.3% +$1.67K 0.12% 116
2015
Q4 		$527K Buy
9,568
+440
+5% +$24.8K 0.12% 122
2015
Q3 		$486K Sell
9,128
-330
-3% -$18.7K 0.12% 130
2015
Q2 		$557K Buy
9,458
+78
+0.8% +$4.61K 0.15% 108
2015
Q1 		$554K Buy
9,380
+78
+0.8% +$4.47K 0.15% 110
2014
Q4 		$530K Buy
9,302
+194
+2% +$10.6K 0.15% 105
2014
Q3 		$475K Sell
9,108
-16
-0.2% -$871 0.13% 108
2014
Q2 		$511K Buy
9,124
+1,490
+20% +$80.6K 0.14% 110
2014
Q1 		$420K Sell
7,634
-16
-0.2% -$865 0.12% 108
2013
Q4 		$417K Sell
7,650
-484
-6% -$25.3K 0.12% 112
2013
Q3 		$406K Sell
8,134
-208
-2% -$10K 0.13% 106
2013
Q2 		$377K Buy
+8,342
New +$369K 0.13% 108

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

1834 Investment Advisors's IJR Position: Q1 2026 in Review

1834 Investment Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.63% in Q1 2026, selling an estimated $6.35K and leaving 7,871 shares worth $978K. The position accounts for 0.12% of the portfolio, ranked #113.

1834 Investment Advisors first reported a position in IJR in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.09M in Q1 2023. 2,734 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • 1834 Investment Advisors held 7,871 shares of iShares Core S&P Small-Cap ETF worth $978K as of Q1 2026.
  • 1834 Investment Advisors sold 50 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $6.35K.
  • iShares Core S&P Small-Cap ETF made up 0.12% of 1834 Investment Advisors's portfolio in Q1 2026, its #113 holding.
  • 1834 Investment Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 52 quarters since.
  • 1834 Investment Advisors's iShares Core S&P Small-Cap ETF position peaked at $3.09M in Q1 2023.
  • 2,734 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on 1834 Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.