American Capital Advisory’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
$1.09M Sell
7,332
-7
-0.1% -$961 0.4% 41
2026
Q1
$912K Buy
7,339
+59
+0.8% +$7.5K 0.37% 46
2025
Q4
$875K Buy
7,280
+15
+0.2% +$1.79K 0.38% 50
2025
Q3
$863K Buy
7,265
+15
+0.2% +$1.73K 0.4% 46
2025
Q2
$792K Sell
7,250
-887
-11% -$91.7K 0.4% 48
2025
Q1
$851K Sell
8,137
-3,403
-29% -$384K 0.46% 44
2024
Q4
$1.33M Buy
11,540
+954
+9% +$114K 0.74% 31
2024
Q3
$1.24M Buy
10,586
+3,154
+42% +$356K 0.72% 35
2024
Q2
$805K Buy
7,432
+1,398
+23% +$150K 0.57% 40
2024
Q1
$583K Sell
6,034
-1,398
-19% -$148K 0.51% 49
2023
Q4
$805K Buy
+7,432
New +$716K 0.57% 40

Other funds holding IJR

American Capital Advisory's IJR Position: Q2 2026 in Review

American Capital Advisory reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.1% in Q2 2026, selling an estimated $961 and leaving 7,332 shares worth $1.09M. The position accounts for 0.4% of the portfolio, ranked #41.

American Capital Advisory first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.33M in Q4 2024. 2,845 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • American Capital Advisory held 7,332 shares of iShares Core S&P Small-Cap ETF worth $1.09M as of Q2 2026.
  • American Capital Advisory sold 7 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $961.
  • iShares Core S&P Small-Cap ETF made up 0.4% of American Capital Advisory's portfolio in Q2 2026, its #41 holding.
  • American Capital Advisory first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • American Capital Advisory's iShares Core S&P Small-Cap ETF position peaked at $1.33M in Q4 2024.
  • 2,845 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.