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

Bay 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 		$4.9M Buy
33,065
+331
+1% +$45.4K 2.63% 8
2026
Q1 		$4.07M Sell
32,734
-670
-2% -$85.1K 2.51% 8
2025
Q4 		$4.01M Buy
33,404
+122
+0.4% +$14.6K 2.45% 8
2025
Q3 		$3.95M Sell
33,282
-759
-2% -$87.3K 2.58% 8
2025
Q2 		$3.72M Sell
34,041
-15,438
-31% -$1.6M 2.84% 7
2025
Q1 		$5.17M Buy
49,479
+2,000
+4% +$226K 4.31% 5
2024
Q4 		$5.47M Buy
+47,479
New +$5.67M 4.4% 4

Other funds holding IJR

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

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

Bay Capital Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1% in Q2 2026, buying an estimated $45.4K and bringing the position to 33,065 shares worth $4.9M. The position accounts for 2.63% of the portfolio, ranked #8.

Bay Capital Advisors first reported a position in IJR in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.47M in Q4 2024. 1,062 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Bay Capital Advisors held 33,065 shares of iShares Core S&P Small-Cap ETF worth $4.9M as of Q2 2026.
  • Bay Capital Advisors bought 331 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $45.4K.
  • iShares Core S&P Small-Cap ETF made up 2.63% of Bay Capital Advisors's portfolio in Q2 2026, its #8 holding.
  • Bay Capital Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • Bay Capital Advisors's iShares Core S&P Small-Cap ETF position peaked at $5.47M in Q4 2024.
  • 1,062 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Bay Capital Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.