AIFAIM
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American Institute for Advanced Investment Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

American Institute for Advanced Investment Management’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 		$860K Sell
5,797
-7
-0.1% -$961 0.5% 65
2026
Q1 		$722K Buy
5,804
+230
+4% +$29.2K 0.47% 65
2025
Q4 		$670K Sell
5,574
-155
-3% -$18.5K 0.43% 65
2025
Q3 		$681K Sell
5,729
-46
-0.8% -$5.29K 0.45% 68
2025
Q2 		$631K Sell
5,775
-635
-10% -$65.6K 0.45% 65
2025
Q1 		$670K Buy
6,410
+485
+8% +$54.7K 0.51% 55
2024
Q4 		$683K Hold
5,925
– – 0.51% 56
2024
Q3 		$693K Buy
5,925
+529
+10% +$59.8K 0.5% 57
2024
Q2 		$576K Sell
5,396
-94
-2% -$10.1K 0.44% 64
2024
Q1 		$607K Buy
5,490
+1,631
+42% +$173K 0.48% 59
2023
Q4 		$418K Buy
3,859
+378
+11% +$36.4K 0.37% 75
2023
Q3 		$328K Buy
3,481
+29
+0.8% +$2.9K 0.3% 84
2023
Q2 		$344K Hold
3,452
– – 0.3% 84
2023
Q1 		$334K Sell
3,452
-150
-4% -$15K 0.36% 76
2022
Q4 		$341K Hold
3,602
– – 0.31% 81
2022
Q3 		$314K Hold
3,602
– – 0.29% 78
2022
Q2 		$333K Sell
3,602
-290
-7% -$28.8K 0.29% 79
2022
Q1 		$420K Sell
3,892
-498
-11% -$53.7K 0.3% 73
2021
Q4 		$503K Hold
4,390
– – 0.34% 68
2021
Q3 		$479K Sell
4,390
-808
-16% -$89K 0.34% 69
2021
Q2 		$587K Buy
5,198
+1,499
+41% +$167K 0.41% 64
2021
Q1 		$401K Buy
3,699
+14
+0.4% +$1.47K 0.31% 72
2020
Q4 		$339K Buy
+3,685
New +$303K 0.27% 76

Other funds holding IJR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

American Institute for Advanced Investment Management's IJR Position: Q2 2026 in Review

American Institute for Advanced Investment Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.12% in Q2 2026, selling an estimated $961 and leaving 5,797 shares worth $860K. The position accounts for 0.5% of the portfolio, ranked #65.

American Institute for Advanced Investment Management first reported a position in IJR in Q4 2020 and has held it in 23 quarters since. 2,151 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • American Institute for Advanced Investment Management held 5,797 shares of iShares Core S&P Small-Cap ETF worth $860K as of Q2 2026.
  • American Institute for Advanced Investment Management 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 0.5% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #65 holding.
  • American Institute for Advanced Investment Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,151 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.