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

Allodium Investment Consultants’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	$303K	Sell	2,041 -336	-14%	-$46.1K	0.13%	51
2026 Q1	$295K	Sell	2,377 -158	-6%	-$20.1K	0.14%	47
2025 Q4	$305K	Sell	2,535 -201	-7%	-$24K	0.15%	45
2025 Q3	$325K	Sell	2,736 -50	-2%	-$5.75K	0.18%	42
2025 Q2	$305K	Buy	2,786 +300	+12%	+$31K	0.19%	44
2025 Q1	$260K	Buy	2,486 +7	+0.3%	+$790	0.19%	40
2024 Q4	$286K	Buy	+2,479	New	+$296K	0.24%	40

Other funds holding IJR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

RFC

Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Allodium Investment Consultants's IJR Position: Q2 2026 in Review

Allodium Investment Consultants reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 14% in Q2 2026, selling an estimated $46.1K and leaving 2,041 shares worth $303K. The position accounts for 0.13% of the portfolio, ranked #51.

Allodium Investment Consultants first reported a position in IJR in Q4 2024 and has held it in 7 quarters since. The position peaked at $325K in Q3 2025. 2,301 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Allodium Investment Consultants held 2,041 shares of iShares Core S&P Small-Cap ETF worth $303K as of Q2 2026.
Allodium Investment Consultants sold 336 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $46.1K.
iShares Core S&P Small-Cap ETF made up 0.13% of Allodium Investment Consultants's portfolio in Q2 2026, its #51 holding.
Allodium Investment Consultants first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Allodium Investment Consultants's iShares Core S&P Small-Cap ETF position peaked at $325K in Q3 2025.
2,301 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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