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Advisor OS’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Advisor OS’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 		$1.64M Buy
13,175
+1,892
+17% +$240K 0.12% 128
2025
Q4 		$1.36M Sell
11,283
-427
-4% -$51.1K 0.11% 130
2025
Q3 		$1.39M Sell
11,710
-14
-0.1% -$1.61K 0.12% 109
2025
Q2 		$1.28M Sell
11,724
-1,676
-13% -$173K 0.13% 113
2025
Q1 		$1.4M Buy
13,400
+173
+1% +$19.5K 0.16% 89
2024
Q4 		$1.52M Sell
13,227
-1,503
-10% -$180K 0.18% 86
2024
Q3 		$1.72M Sell
14,730
-241
-2% -$27.2K 0.17% 101
2024
Q2 		$1.6M Sell
14,971
-1,882
-11% -$201K 0.17% 104
2024
Q1 		$1.86M Sell
16,853
-5,870
-26% -$623K 0.21% 88
2023
Q4 		$2.46M Buy
22,723
+2,331
+11% +$225K 0.32% 51
2023
Q3 		$1.92M Buy
20,392
+508
+3% +$50.7K 0.29% 62
2023
Q2 		$1.98M Buy
19,884
+36
+0.2% +$3.43K 0.32% 59
2023
Q1 		$1.92M Buy
19,848
+1,998
+11% +$200K 0.46% 50
2022
Q4 		$1.69M Sell
17,850
-31,649
-64% -$3.04M 0.45% 50
2022
Q3 		$4.32M Buy
49,499
+21,540
+77% +$2.09M 1.3% 17
2022
Q2 		$2.58M Buy
27,959
+23,036
+468% +$2.29M 0.75% 27
2022
Q1 		$531K Buy
+4,923
New +$531K 0.15% 142
2020
Q3 		– Sell
-32,356
Closed -$2.21M – 123
2020
Q2 		$2.21M Buy
+32,356
New +$2.04M 1.32% 16

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

Advisor OS's IJR Position: Q1 2026 in Review

Advisor OS increased its iShares Core S&P Small-Cap ETF (IJR) stake by 17% in Q1 2026, buying an estimated $240K and bringing the position to 13,175 shares worth $1.64M. The position accounts for 0.12% of the portfolio, ranked #128.

Advisor OS first reported a position in IJR in Q2 2020 and has held it in 18 quarters since. The position peaked at $4.32M in Q3 2022. 2,734 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Advisor OS held 13,175 shares of iShares Core S&P Small-Cap ETF worth $1.64M as of Q1 2026.
  • Advisor OS bought 1,892 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $240K.
  • iShares Core S&P Small-Cap ETF made up 0.12% of Advisor OS's portfolio in Q1 2026, its #128 holding.
  • Advisor OS first reported a position in iShares Core S&P Small-Cap ETF in Q2 2020 and has held it in 18 quarters since.
  • Advisor OS's iShares Core S&P Small-Cap ETF position peaked at $4.32M in Q3 2022.
  • 2,734 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.