AC
IJR icon

Apella Capital’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Apella Capital’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 		$12.2M Sell
83,762
-2,826
-3% -$388K 0.17% 100
2026
Q1 		$11.7M Buy
86,588
+5,132
+6% +$652K 0.17% 98
2025
Q4 		$9.79M Buy
81,456
+2,303
+3% +$275K 0.19% 96
2025
Q3 		$9.32M Buy
79,153
+11,471
+17% +$1.32M 0.21% 89
2025
Q2 		$7.52M Sell
67,682
-4,751
-7% -$491K 0.2% 87
2025
Q1 		$7.14M Buy
72,433
+20,767
+40% +$2.34M 0.25% 75
2024
Q4 		$5.95M Sell
51,666
-101
-0.2% -$12.1K 0.23% 68
2024
Q3 		$5.95M Buy
51,767
+490
+1% +$55.4K 0.24% 59
2024
Q2 		$5.41M Sell
51,277
-1,048
-2% -$112K 0.24% 61
2024
Q1 		$5.7M Buy
52,325
+4,109
+9% +$436K 0.29% 59
2023
Q4 		$5.05M Sell
48,216
-892
-2% -$86K 0.28% 64
2023
Q3 		$4.63M Buy
49,108
+2,016
+4% +$201K 0.33% 55
2023
Q2 		$4.69M Buy
+47,092
New +$4.48M 0.33% 53
2022
Q4 		$4.64M Buy
48,982
+2,167
+5% +$208K 0.42% 50
2022
Q3 		$4.08M Sell
46,815
-373
-0.8% -$36.2K 0.48% 48
2022
Q2 		$4.36M Buy
47,188
+1,528
+3% +$152K 0.52% 42
2022
Q1 		$4.93M Sell
45,660
-1,050
-2% -$113K 0.69% 34
2021
Q4 		$5.35M Buy
46,710
+137
+0.3% +$15.6K 0.68% 34
2021
Q3 		$5.08M Sell
46,573
-1,560
-3% -$172K 0.73% 37
2021
Q2 		$5.44M Sell
48,133
-1,583
-3% -$177K 0.89% 30
2021
Q1 		$5.4M Sell
49,716
-4,275
-8% -$447K 1.7% 22
2020
Q4 		$4.96M Sell
53,991
-4,195
-7% -$345K 1.74% 18
2020
Q3 		$4.09M Buy
58,186
+43
+0.1% +$3.08K 1.64% 19
2020
Q2 		$3.97M Buy
58,143
+351
+0.6% +$22.2K 1.85% 14
2020
Q1 		$3.24M Buy
+57,792
New +$4.3M 1.89% 14

Other funds holding IJR

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Apella Capital's IJR Position: Q2 2026 in Review

Apella Capital reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 3.3% in Q2 2026, selling an estimated $388K and leaving 83,762 shares worth $12.2M. The position accounts for 0.17% of the portfolio, ranked #100.

Apella Capital first reported a position in IJR in Q1 2020 and has held it in 25 quarters since. 1,512 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Apella Capital held 83,762 shares of iShares Core S&P Small-Cap ETF worth $12.2M as of Q2 2026.
  • Apella Capital sold 2,826 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $388K.
  • iShares Core S&P Small-Cap ETF made up 0.17% of Apella Capital's portfolio in Q2 2026, its #100 holding.
  • Apella Capital first reported a position in iShares Core S&P Small-Cap ETF in Q1 2020 and has held it in 25 quarters since.
  • 1,512 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.