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

ARS 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	$568K	Buy	3,828 +328	+9%	+$45K	0.02%	121
2026 Q1	$435K	Hold	3,500	–	–	0.02%	124
2025 Q4	$421K	Hold	3,500	–	–	0.02%	135
2025 Q3	$416K	Hold	3,500	–	–	0.03%	127
2025 Q2	$383K	Sell	3,500 -879	-20%	-$90.9K	0.03%	131
2025 Q1	$505K	Hold	4,379	–	–	0.05%	112
2024 Q4	$505K	Buy	4,379 +879	+25%	+$105K	0.05%	112
2024 Q3	$409K	Buy	3,500 +800	+30%	+$90.4K	0.04%	119
2024 Q2	$288K	Hold	2,700	–	–	0.03%	125
2024 Q1	$298K	Hold	2,700	–	–	0.03%	125
2023 Q4	$292K	Hold	2,700	–	–	0.03%	129
2023 Q3	$255K	Hold	2,700	–	–	0.03%	125
2023 Q2	$269K	Hold	2,700	–	–	0.03%	135
2023 Q1	$261K	Hold	2,700	–	–	0.03%	134
2022 Q4	$256K	Hold	2,700	–	–	0.03%	117
2022 Q3	$235K	Hold	2,700	–	–	0.03%	134
2022 Q2	$250K	Sell	2,700 -421	-13%	-$41.9K	0.03%	124
2022 Q1	$337K	Buy	3,121 +72	+2%	+$7.77K	0.03%	119
2021 Q4	$349K	Hold	3,049	–	–	0.03%	128
2021 Q3	$333K	Hold	3,049	–	–	0.03%	123
2021 Q2	$344K	Buy	+3,049	New	+$340K	0.04%	115
2016 Q4	–	Sell	-4,800	Closed	-$298K	–	163
2016 Q3	$298K	Hold	4,800	–	–	0.07%	83
2016 Q2	$279K	Hold	4,800	–	–	0.06%	88
2016 Q1	$270K	Hold	4,800	–	–	0.06%	86
2015 Q4	$264K	Hold	4,800	–	–	0.06%	83
2015 Q3	$256K	Hold	4,800	–	–	0.06%	84
2015 Q2	$283K	Hold	4,800	–	–	0.05%	87
2015 Q1	$283K	Buy	+4,800	New	+$275K	0.05%	82

Other funds holding IJR

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 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

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

ARS Investment Partners increased its iShares Core S&P Small-Cap ETF (IJR) stake by 9.4% in Q2 2026, buying an estimated $45K and bringing the position to 3,828 shares worth $568K. The position accounts for 0.02% of the portfolio, ranked #121.

ARS Investment Partners first reported a position in IJR in Q1 2015 and has held it in 28 quarters since. 949 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

ARS Investment Partners held 3,828 shares of iShares Core S&P Small-Cap ETF worth $568K as of Q2 2026.
ARS Investment Partners bought 328 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $45K.
iShares Core S&P Small-Cap ETF made up 0.02% of ARS Investment Partners's portfolio in Q2 2026, its #121 holding.
ARS Investment Partners first reported a position in iShares Core S&P Small-Cap ETF in Q1 2015 and has held it in 28 quarters since.
949 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on ARS Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.