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

Ally Invest 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	$51.2M	Buy	412,076 +13,937	+4%	+$1.77M	3.45%	9
2025 Q4	$47.8M	Buy	398,139 +9,108	+2%	+$1.09M	3.3%	10
2025 Q3	$46.2M	Buy	389,031 +10,058	+3%	+$1.16M	3.32%	10
2025 Q2	$41.4M	Buy	378,973 +28,477	+8%	+$2.94M	3.23%	10
2025 Q1	$36.7M	Buy	350,496 +8,948	+3%	+$1.01M	3.14%	10
2024 Q4	$39.4M	Buy	341,548 +11,704	+4%	+$1.4M	3.41%	10
2024 Q3	$38.6M	Sell	329,844 -4,008	-1%	-$453K	3.42%	10
2024 Q2	$35.6M	Buy	333,852 +12,021	+4%	+$1.29M	3.42%	10
2024 Q1	$35.6M	Buy	321,831 +8,337	+3%	+$885K	3.53%	10
2023 Q4	$33.9M	Buy	313,494 +3,139	+1%	+$303K	3.61%	9
2023 Q3	$29.3M	Buy	310,355 +4,311	+1%	+$431K	3.42%	9
2023 Q2	$30.5M	Buy	306,044 +5,073	+2%	+$483K	3.48%	9
2023 Q1	$29.1M	Buy	300,971 +3,049	+1%	+$305K	3.44%	9
2022 Q4	$28.2M	Sell	297,922 -1,516	-0.5%	-$145K	3.54%	9
2022 Q3	$26.1M	Buy	299,438 +4,888	+2%	+$475K	3.54%	9
2022 Q2	$27.2M	Buy	294,550 +1,046	+0.4%	+$104K	3.54%	9
2022 Q1	$31.7M	Buy	293,504 +7,218	+3%	+$779K	3.64%	9
2021 Q4	$32.8M	Buy	286,286 +17,464	+6%	+$1.99M	3.7%	9
2021 Q3	$29.4M	Buy	268,822 +25,624	+11%	+$2.82M	3.69%	9
2021 Q2	$27.5M	Buy	243,198 +26,294	+12%	+$2.93M	3.8%	9
2021 Q1	$23.5M	Buy	216,904 +12,473	+6%	+$1.31M	3.92%	9
2020 Q4	$18.8M	Buy	204,431 +12,807	+7%	+$1.05M	3.89%	9
2020 Q3	$13.5M	Buy	191,624 +14,491	+8%	+$1.04M	3.59%	9
2020 Q2	$12.1M	Buy	177,133 +12,530	+8%	+$791K	3.74%	9
2020 Q1	$9.24M	Buy	164,603 +46,344	+39%	+$3.45M	3.47%	9
2019 Q4	$9.92M	Buy	118,259 +17,850	+18%	+$1.44M	3.75%	9
2019 Q3	$7.82M	Buy	100,409 +12,917	+15%	+$1M	3.65%	9
2019 Q2	$6.85M	Buy	87,492 +13,065	+18%	+$1.01M	3.73%	9
2019 Q1	$5.74M	Buy	74,427 +9,198	+14%	+$706K	3.72%	9
2018 Q4	$4.52M	Buy	+65,229	New	+$5.04M	3.66%	9

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ally Invest Advisors's IJR Position: Q1 2026 in Review

Ally Invest Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 3.5% in Q1 2026, buying an estimated $1.77M and bringing the position to 412,076 shares worth $51.2M. The position accounts for 3.45% of the portfolio, ranked #9.

Ally Invest Advisors first reported a position in IJR in Q4 2018 and has held it in 30 quarters since. 2,737 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Ally Invest Advisors held 412,076 shares of iShares Core S&P Small-Cap ETF worth $51.2M as of Q1 2026.
Ally Invest Advisors bought 13,937 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $1.77M.
iShares Core S&P Small-Cap ETF made up 3.45% of Ally Invest Advisors's portfolio in Q1 2026, its #9 holding.
Ally Invest Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 30 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Ally Invest Advisors's 13F filing for Q1 2026, filed 12 May 2026.