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

Ameritas Investment Partners’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 		$8.03M Buy
54,165
+3,579
+7% +$491K 0.21% 75
2026
Q1 		$6.29M Buy
50,586
+7,307
+17% +$928K 0.19% 78
2025
Q4 		$5.2M Buy
43,279
+856
+2% +$102K 0.16% 101
2025
Q3 		$5.04M Sell
42,423
-499
-1% -$57.4K 0.15% 103
2025
Q2 		$4.69M Buy
42,922
+489
+1% +$50.5K 0.15% 103
2025
Q1 		$4.44M Buy
42,433
+306
+0.7% +$34.5K 0.15% 100
2024
Q4 		$4.85M Buy
42,127
+438
+1% +$52.3K 0.16% 93
2024
Q3 		$4.88M Buy
41,689
+3,613
+9% +$408K 0.16% 97
2024
Q2 		$4.06M Buy
38,076
+703
+2% +$75.2K 0.14% 123
2024
Q1 		$4.13M Buy
37,373
+2,129
+6% +$226K 0.14% 124
2023
Q4 		$3.82M Buy
35,244
+250
+0.7% +$24.1K 0.14% 119
2023
Q3 		$3.3M Buy
34,994
+1,392
+4% +$139K 0.13% 134
2023
Q2 		$3.35M Buy
33,602
+1,247
+4% +$119K 0.13% 148
2023
Q1 		$3.13M Buy
32,355
+51
+0.2% +$5.1K 0.12% 154
2022
Q4 		$3.06M Buy
32,304
+4,890
+18% +$469K 0.12% 156
2022
Q3 		$2.39M Sell
27,414
-103
-0.4% -$10K 0.11% 185
2022
Q2 		$2.54M Buy
27,517
+439
+2% +$43.7K 0.11% 175
2022
Q1 		$2.92M Buy
27,078
+53
+0.2% +$5.72K 0.11% 188
2021
Q4 		$3.09M Sell
27,025
-288
-1% -$32.8K 0.1% 194
2021
Q3 		$2.98M Buy
27,313
+323
+1% +$35.6K 0.11% 182
2021
Q2 		$3.05M Sell
26,990
-447
-2% -$49.9K 0.11% 178
2021
Q1 		$2.98M Buy
27,437
+238
+0.9% +$24.9K 0.11% 174
2020
Q4 		$2.5M Sell
27,199
-730
-3% -$60K 0.11% 204
2020
Q3 		$1.96M Buy
27,929
+243
+0.9% +$17.4K 0.09% 233
2020
Q2 		$1.89M Buy
27,686
+359
+1% +$22.7K 0.09% 225
2020
Q1 		$1.53M Buy
27,327
+57
+0.2% +$4.25K 0.09% 241
2019
Q4 		$2.29M Sell
27,270
-1,597
-6% -$128K 0.1% 202
2019
Q3 		$2.25M Buy
28,867
+1,808
+7% +$140K 0.1% 200
2019
Q2 		$2.12M Sell
27,059
-575
-2% -$44.6K 0.1% 219
2019
Q1 		$2.13M Sell
27,634
-927
-3% -$71.2K 0.1% 214
2018
Q4 		$1.98M Sell
28,561
-262
-0.9% -$20.2K 0.11% 197
2018
Q3 		$2.51M Sell
28,823
-877
-3% -$76.8K 0.12% 180
2018
Q2 		$2.48M Buy
29,700
+1,130
+4% +$92.1K 0.12% 173
2018
Q1 		$2.2M Buy
28,570
+545
+2% +$42.4K 0.11% 219
2017
Q4 		$1.99M Sell
28,025
-30
-0.1% -$2.26K 0.09% 258
2017
Q3 		$2.08M Buy
28,055
+510
+2% +$35.7K 0.1% 224
2017
Q2 		$1.93M Buy
27,545
+970
+4% +$67.2K 0.09% 247
2017
Q1 		$1.84M Sell
26,575
-2,997
-10% -$207K 0.09% 261
2016
Q4 		$2.03M Buy
29,572
+822
+3% +$53K 0.1% 232
2016
Q3 		$1.78M Buy
28,750
+454
+2% +$27.7K 0.1% 237
2016
Q2 		$1.64M Sell
28,296
-5,372
-16% -$306K 0.11% 191
2016
Q1 		$1.89M Sell
33,668
-1,702
-5% -$88.8K 0.13% 176
2015
Q4 		$1.95M Sell
35,370
-390
-1% -$22K 0.13% 171
2015
Q3 		$1.91M Sell
35,760
-1,060
-3% -$60.1K 0.14% 174
2015
Q2 		$2.17M Sell
36,820
-1,582
-4% -$93.5K 0.14% 165
2015
Q1 		$2.27M Buy
38,402
+878
+2% +$50.3K 0.15% 155
2014
Q4 		$2.14M Buy
37,524
+1,736
+5% +$94.8K 0.15% 153
2014
Q3 		$1.87M Buy
35,788
+254
+0.7% +$13.8K 0.13% 177
2014
Q2 		$1.99M Buy
35,534
+1,900
+6% +$103K 0.14% 167
2014
Q1 		$1.85M Buy
33,634
+212
+0.6% +$11.5K 0.15% 174
2013
Q4 		$1.82M Sell
33,422
-3,660
-10% -$191K 0.15% 181
2013
Q3 		$1.85M Buy
+37,082
New +$1.79M 0.17% 151

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 22.96% 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

Ameritas Investment Partners's IJR Position: Q2 2026 in Review

Ameritas Investment Partners increased its iShares Core S&P Small-Cap ETF (IJR) stake by 7.1% in Q2 2026, buying an estimated $491K and bringing the position to 54,165 shares worth $8.03M. The position accounts for 0.21% of the portfolio, ranked #75.

Ameritas Investment Partners first reported a position in IJR in Q3 2013 and has held it in 52 quarters since. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Ameritas Investment Partners held 54,165 shares of iShares Core S&P Small-Cap ETF worth $8.03M as of Q2 2026.
  • Ameritas Investment Partners bought 3,579 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $491K.
  • iShares Core S&P Small-Cap ETF made up 0.21% of Ameritas Investment Partners's portfolio in Q2 2026, its #75 holding.
  • Ameritas Investment Partners first reported a position in iShares Core S&P Small-Cap ETF in Q3 2013 and has held it in 52 quarters since.
  • 2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.