Arax Advisory Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $45.3M | Buy |
305,374
+282,111
| +1,213% | +$38.7M | 0.3% | 60 |
|
|
2026
Q1 | $2.89M | Sell |
23,263
-4,755
| -17% | -$604K | 0.08% | 194 |
|
|
2025
Q4 | $3.37M | Buy |
+28,018
| New | +$3.35M | 0.1% | 169 |
|
|
2025
Q3 | – | Sell |
-5,189
| Closed | -$1.03M | – | 3942 |
|
|
2025
Q2 | $1.03M | Buy |
5,189
+1,714
| +49% | +$177K | 0.05% | 249 |
|
|
2025
Q1 | $363K | Buy |
3,475
+243
| +8% | +$27.4K | 0.02% | 372 |
|
|
2024
Q4 | $372K | Buy |
3,232
+288
| +10% | +$34.4K | 0.02% | 354 |
|
|
2024
Q3 | $344K | Sell |
2,944
-110
| -4% | -$12.4K | 0.03% | 253 |
|
|
2024
Q2 | $326K | Buy |
3,054
+7
| +0.2% | +$749 | 0.03% | 251 |
|
|
2024
Q1 | $337K | Sell |
3,047
-589
| -16% | -$62.5K | 0.04% | 233 |
|
|
2023
Q4 | $394K | Sell |
3,636
-113
| -3% | -$10.9K | 0.04% | 192 |
|
|
2023
Q3 | $354K | Hold |
3,749
| – | – | 0.04% | 191 |
|
|
2023
Q2 | $374K | Buy |
3,749
+10
| +0.3% | +$952 | 0.05% | 158 |
|
|
2023
Q1 | $362K | Buy |
3,739
+270
| +8% | +$27K | 0.05% | 158 |
|
|
2022
Q4 | $328K | Sell |
3,469
-96
| -3% | -$9.21K | 0.05% | 165 |
|
|
2022
Q3 | $311K | Buy |
3,565
+54
| +2% | +$5.25K | 0.05% | 151 |
|
|
2022
Q2 | $324K | Buy |
3,511
+1,555
| +79% | +$155K | 0.05% | 155 |
|
|
2022
Q1 | $211K | Sell |
1,956
-236
| -11% | -$25.5K | 0.03% | 239 |
|
|
2021
Q4 | $251K | Sell |
2,192
-14
| -0.6% | -$1.6K | 0.03% | 217 |
|
|
2021
Q3 | $241K | Sell |
2,206
-50
| -2% | -$5.51K | 0.03% | 217 |
|
|
2021
Q2 | $255K | Buy |
+2,256
| New | +$252K | 0.03% | 207 |
|
|
2020
Q4 | $228K | Sell |
2,486
-38
| -2% | -$3.12K | 0.03% | 190 |
|
|
2020
Q3 | $177K | Buy |
2,524
+54
| +2% | +$3.87K | 0.03% | 206 |
|
|
2020
Q2 | $169K | Sell |
2,470
-149
| -6% | -$9.41K | 0.03% | 184 |
|
|
2020
Q1 | $147K | Sell |
2,619
-20
| -0.8% | -$1.49K | 0.03% | 182 |
|
|
2019
Q4 | $221K | Sell |
2,639
-26
| -1% | -$2.09K | 0.06% | 147 |
|
|
2019
Q3 | $207K | Sell |
2,665
-44
| -2% | -$3.41K | 0.06% | 145 |
|
|
2019
Q2 | $212K | Buy |
+2,709
| New | +$210K | 0.07% | 135 |
|
|
2018
Q4 | $209K | Sell |
3,011
-505
| -14% | -$39K | 0.08% | 117 |
|
|
2018
Q3 | $307K | Sell |
3,516
-2,142
| -38% | -$188K | 0.12% | 86 |
|
|
2018
Q2 | $472K | Buy |
5,658
+304
| +6% | +$24.8K | 0.21% | 51 |
|
|
2018
Q1 | $412K | Sell |
5,354
-1,000
| -16% | -$77.8K | 0.21% | 48 |
|
|
2017
Q4 | $488K | Buy |
6,354
+2,799
| +79% | +$211K | 0.21% | 40 |
|
|
2017
Q3 | $263K | Sell |
3,555
-147
| -4% | -$10.3K | 0.13% | 69 |
|
|
2017
Q2 | $256K | Hold |
3,702
| – | – | 0.12% | 70 |
|
|
2017
Q1 | $256K | Sell |
3,702
-1,106
| -23% | -$76.3K | 0.12% | 58 |
|
|
2016
Q4 | $331K | Buy |
+4,808
| New | +$310K | 0.17% | 37 |
|
Other funds holding IJR
Arax Advisory Partners's IJR Position: Q2 2026 in Review
Arax Advisory Partners increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1,213% in Q2 2026, buying an estimated $38.7M and bringing the position to 305,374 shares worth $45.3M. The position accounts for 0.3% of the portfolio, ranked #60.
Arax Advisory Partners first reported a position in IJR in Q4 2016 and has held it in 36 quarters since. 2,833 funds tracked by Wall St. Rank hold IJR as of Q2 2026.
- Arax Advisory Partners held 305,374 shares of iShares Core S&P Small-Cap ETF worth $45.3M as of Q2 2026.
- Arax Advisory Partners bought 282,111 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $38.7M.
- iShares Core S&P Small-Cap ETF made up 0.3% of Arax Advisory Partners's portfolio in Q2 2026, its #60 holding.
- Arax Advisory Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2016 and has held it in 36 quarters since.
- 2,833 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.
Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.