Advisory Alpha’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $963K | Buy |
6,492
+85
| +1% | +$11.7K | 0.02% | 229 |
|
|
2026
Q1 | $797K | Buy |
6,407
+545
| +9% | +$69.2K | 0.02% | 233 |
|
|
2025
Q4 | $705K | Sell |
5,862
-47
| -0.8% | -$5.62K | 0.02% | 240 |
|
|
2025
Q3 | $707K | Sell |
5,909
-149
| -2% | -$17.1K | 0.02% | 244 |
|
|
2025
Q2 | $662K | Sell |
6,058
-256
| -4% | -$26.5K | 0.02% | 225 |
|
|
2025
Q1 | $660K | Buy |
6,314
+616
| +11% | +$69.5K | 0.02% | 209 |
|
|
2024
Q4 | $657K | Buy |
5,698
+387
| +7% | +$46.2K | 0.02% | 195 |
|
|
2024
Q3 | $621K | Sell |
5,311
-112
| -2% | -$12.7K | 0.02% | 201 |
|
|
2024
Q2 | $579K | Buy |
5,423
+178
| +3% | +$19K | 0.02% | 194 |
|
|
2024
Q1 | $580K | Buy |
5,245
+1,086
| +26% | +$115K | 0.02% | 199 |
|
|
2023
Q4 | $450K | Buy |
4,159
+134
| +3% | +$12.9K | 0.02% | 209 |
|
|
2023
Q3 | $380K | Sell |
4,025
-1,247
| -24% | -$125K | 0.02% | 218 |
|
|
2023
Q2 | $525K | Buy |
5,272
+591
| +13% | +$56.3K | 0.03% | 209 |
|
|
2023
Q1 | $453K | Buy |
4,681
+207
| +5% | +$20.7K | 0.03% | 191 |
|
|
2022
Q4 | $423K | Sell |
4,474
-18
| -0.4% | -$1.73K | 0.03% | 172 |
|
|
2022
Q3 | $392K | Sell |
4,492
-949
| -17% | -$92.2K | 0.03% | 177 |
|
|
2022
Q2 | $503K | Sell |
5,441
-2,998
| -36% | -$298K | 0.04% | 159 |
|
|
2022
Q1 | $910K | Buy |
8,439
+2,011
| +31% | +$217K | 0.06% | 121 |
|
|
2021
Q4 | $736K | Sell |
6,428
-99
| -2% | -$11.3K | 0.04% | 144 |
|
|
2021
Q3 | $713K | Sell |
6,527
-826
| -11% | -$91K | 0.05% | 131 |
|
|
2021
Q2 | $831K | Buy |
7,353
+776
| +12% | +$86.6K | 0.07% | 104 |
|
|
2021
Q1 | $714K | Sell |
6,577
-523
| -7% | -$54.7K | 0.07% | 91 |
|
|
2020
Q4 | $653K | Sell |
7,100
-912
| -11% | -$74.9K | 0.13% | 46 |
|
|
2020
Q3 | $597K | Sell |
8,012
-4,016
| -33% | -$288K | 0.13% | 43 |
|
|
2020
Q2 | $914K | Sell |
12,028
-5,620
| -32% | -$355K | 0.2% | 45 |
|
|
2020
Q1 | $1.02M | Sell |
17,648
-38,432
| -69% | -$2.86M | 0.29% | 41 |
|
|
2019
Q4 | $4.7M | Sell |
56,080
-2,241
| -4% | -$180K | 1.14% | 20 |
|
|
2019
Q3 | $4.39M | Sell |
58,321
-973
| -2% | -$75.3K | 1.3% | 20 |
|
|
2019
Q2 | $4.58M | Buy |
59,294
+21,361
| +56% | +$1.66M | 1.53% | 20 |
|
|
2019
Q1 | $3M | Buy |
37,933
+2,788
| +8% | +$214K | 1.09% | 19 |
|
|
2018
Q4 | $2.72M | Buy |
35,145
+33,492
| +2,026% | +$2.59M | 1.28% | 19 |
|
|
2018
Q3 | $125K | Buy |
1,653
+17
| +1% | +$1.49K | 0.03% | 115 |
|
|
2018
Q2 | $141K | Buy |
1,636
+518
| +46% | +$42.2K | 0.04% | 118 |
|
|
2018
Q1 | $90K | Sell |
1,118
-21,447
| -95% | -$1.67M | 0.03% | 105 |
|
|
2017
Q4 | $1.79M | Sell |
22,565
-123,679
| -85% | -$9.32M | 0.58% | 52 |
|
|
2017
Q3 | $10.7M | Buy |
146,244
+40,358
| +38% | +$2.83M | 3% | 12 |
|
|
2017
Q2 | $7.43M | Buy |
105,886
+4,303
| +4% | +$298K | 2.15% | 16 |
|
|
2017
Q1 | $7.03M | Sell |
101,583
-97,339
| -49% | -$6.71M | 2.43% | 16 |
|
|
2016
Q4 | $6.95M | Buy |
+198,922
| New | +$12.8M | 2.81% | 15 |
|
Other funds holding IJR
Advisory Alpha's IJR Position: Q2 2026 in Review
Advisory Alpha increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.3% in Q2 2026, buying an estimated $11.7K and bringing the position to 6,492 shares worth $963K. The position accounts for 0.02% of the portfolio, ranked #229.
Advisory Alpha first reported a position in IJR in Q4 2016 and has held it in 39 quarters since. The position peaked at $10.7M in Q3 2017. 2,839 funds tracked by Wall St. Rank hold IJR as of Q2 2026.
- Advisory Alpha held 6,492 shares of iShares Core S&P Small-Cap ETF worth $963K as of Q2 2026.
- Advisory Alpha bought 85 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $11.7K.
- iShares Core S&P Small-Cap ETF made up 0.02% of Advisory Alpha's portfolio in Q2 2026, its #229 holding.
- Advisory Alpha first reported a position in iShares Core S&P Small-Cap ETF in Q4 2016 and has held it in 39 quarters since.
- Advisory Alpha's iShares Core S&P Small-Cap ETF position peaked at $10.7M in Q3 2017.
- 2,839 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.
Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.