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

American Investment Services’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 		$792K Sell
5,337
-100
-2% -$13.7K 0.17% 78
2026
Q1 		$676K Sell
5,437
-161
-3% -$20.5K 0.15% 81
2025
Q4 		$673K Sell
5,598
-188
-3% -$22.5K 0.16% 80
2025
Q3 		$688K Buy
5,786
+150
+3% +$17.3K 0.17% 81
2025
Q2 		$616K Buy
5,636
+66
+1% +$6.82K 0.16% 82
2025
Q1 		$582K Sell
5,570
-100
-2% -$11.3K 0.1% 101
2024
Q4 		$653K Sell
5,670
-447
-7% -$53.4K 0.12% 96
2024
Q3 		$715K Sell
6,117
-85
-1% -$9.6K 0.12% 97
2024
Q2 		$662K Sell
6,202
-55
-0.9% -$5.88K 0.12% 101
2024
Q1 		$692K Sell
6,257
-185
-3% -$19.6K 0.12% 96
2023
Q4 		$697K Sell
6,442
-20
-0.3% -$1.93K 0.13% 92
2023
Q3 		$610K Sell
6,462
-4,815
-43% -$481K 0.13% 92
2023
Q2 		$1.12M Sell
11,277
-55
-0.5% -$5.24K 0.23% 69
2023
Q1 		$1.07M Hold
11,332
– – 0.22% 70
2022
Q4 		$1.07M Sell
11,332
-50
-0.4% -$4.8K 0.22% 70
2022
Q3 		$992K Sell
11,382
-150
-1% -$14.6K 0.24% 62
2022
Q2 		$1.07M Buy
11,532
+35
+0.3% +$3.48K 0.24% 59
2022
Q1 		$1.24M Sell
11,497
-30
-0.3% -$3.24K 0.27% 56
2021
Q4 		$1.32M Sell
11,527
-95
-0.8% -$10.8K 0.29% 55
2021
Q3 		$1.27M Buy
11,622
+890
+8% +$98K 0.28% 55
2021
Q2 		$1.21M Buy
10,732
+835
+8% +$93.1K 0.28% 56
2021
Q1 		$1.07M Sell
9,897
-1,015
-9% -$106K 0.29% 54
2020
Q4 		$1M Sell
10,912
-987
-8% -$81.1K 0.3% 49
2020
Q3 		$836K Buy
11,899
+1,569
+15% +$112K 0.28% 61
2020
Q2 		$705K Buy
10,330
+4,322
+72% +$273K 0.25% 67
2020
Q1 		$337K Sell
6,008
-1,753
-23% -$131K 0.13% 104
2019
Q4 		$651K Buy
7,761
+1,944
+33% +$156K 0.2% 85
2019
Q3 		$453K Buy
5,817
+2,315
+66% +$179K 0.14% 99
2019
Q2 		$274K Hold
3,502
– – 0.09% 117
2019
Q1 		$270K Buy
+3,502
New +$269K 0.09% 113

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

American Investment Services's IJR Position: Q2 2026 in Review

American Investment Services reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.8% in Q2 2026, selling an estimated $13.7K and leaving 5,337 shares worth $792K. The position accounts for 0.17% of the portfolio, ranked #78.

American Investment Services first reported a position in IJR in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.32M in Q4 2021. 2,851 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • American Investment Services held 5,337 shares of iShares Core S&P Small-Cap ETF worth $792K as of Q2 2026.
  • American Investment Services sold 100 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $13.7K.
  • iShares Core S&P Small-Cap ETF made up 0.17% of American Investment Services's portfolio in Q2 2026, its #78 holding.
  • American Investment Services first reported a position in iShares Core S&P Small-Cap ETF in Q1 2019 and has held it in 30 quarters since.
  • American Investment Services's iShares Core S&P Small-Cap ETF position peaked at $1.32M in Q4 2021.
  • 2,851 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on American Investment Services's 13F filing for Q2 2026, filed 12 Aug 2026.