ACA
IJR icon

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

Aptus Capital Advisors’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 		$12.8M Sell
86,247
-2,338
-3% -$321K 0.09% 192
2026
Q1 		$11M Sell
88,585
-8,969
-9% -$1.14M 0.09% 196
2025
Q4 		$11.7M Sell
97,554
-4,983
-5% -$596K 0.08% 192
2025
Q3 		$12.2M Buy
102,537
+1,612
+2% +$185K 0.09% 186
2025
Q2 		$11M Sell
100,925
-7,850
-7% -$811K 0.09% 180
2025
Q1 		$11.4M Buy
108,775
+26,652
+32% +$3.01M 0.12% 163
2024
Q4 		$9.46M Buy
82,123
+52,375
+176% +$6.26M 0.1% 173
2024
Q3 		$3.48M Buy
29,748
+18,650
+168% +$2.11M 0.05% 254
2024
Q2 		$1.18M Sell
11,098
-637
-5% -$68.2K 0.02% 368
2024
Q1 		$1.3M Buy
11,735
+6,602
+129% +$701K 0.02% 357
2023
Q4 		$556K Sell
5,133
-473
-8% -$45.6K 0.02% 362
2023
Q3 		$529K Buy
5,606
+515
+10% +$51.4K 0.01% 374
2023
Q2 		$507K Sell
5,091
-10,294
-67% -$980K 0.01% 324
2023
Q1 		$1.49M Buy
15,385
+12,122
+371% +$1.21M 0.04% 237
2022
Q4 		$309K Sell
3,263
-249
-7% -$23.9K 0.01% 407
2022
Q3 		$306K Sell
3,512
-56
-2% -$5.44K 0.01% 381
2022
Q2 		$330K Sell
3,568
-1,056
-23% -$105K 0.01% 311
2022
Q1 		$499K Buy
4,624
+2,297
+99% +$248K 0.01% 305
2021
Q4 		$266K Buy
2,327
+267
+13% +$30.4K 0.01% 325
2021
Q3 		$225K Sell
2,060
-23
-1% -$2.53K 0.01% 340
2021
Q2 		$235K Buy
2,083
+1,998
+2,351% +$223K 0.01% 341
2021
Q1 		$9K Hold
85
– – ﹤0.01% 468
2020
Q4 		$7K Sell
85
-1,012
-92% -$83.1K ﹤0.01% 430
2020
Q3 		$77K Buy
1,097
+506
+86% +$36.3K ﹤0.01% 337
2020
Q2 		$40K Sell
591
-1,606
-73% -$101K ﹤0.01% 333
2020
Q1 		$123K Sell
2,197
-1,000
-31% -$74.5K 0.01% 275
2019
Q4 		$268K Buy
3,197
+596
+23% +$48K 0.02% 319
2019
Q3 		$202K Sell
2,601
-450
-15% -$34.8K 0.01% 355
2019
Q2 		$238K Hold
3,051
– – 0.03% 304
2019
Q1 		$235K Buy
+3,051
New +$234K 0.04% 280

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

Aptus Capital Advisors's IJR Position: Q2 2026 in Review

Aptus Capital Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 2.6% in Q2 2026, selling an estimated $321K and leaving 86,247 shares worth $12.8M. The position accounts for 0.09% of the portfolio, ranked #192.

Aptus Capital Advisors first reported a position in IJR in Q1 2019 and has held it in 30 quarters since. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Aptus Capital Advisors held 86,247 shares of iShares Core S&P Small-Cap ETF worth $12.8M as of Q2 2026.
  • Aptus Capital Advisors sold 2,338 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $321K.
  • iShares Core S&P Small-Cap ETF made up 0.09% of Aptus Capital Advisors's portfolio in Q2 2026, its #192 holding.
  • Aptus Capital Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q1 2019 and has held it in 30 quarters since.
  • 2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.