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

Bell Investment 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
Q1 		$7.36M Sell
59,199
-2,102
-3% -$267K 1.15% 21
2025
Q4 		$7.37M Sell
61,301
-1,315
-2% -$157K 1.17% 19
2025
Q3 		$7.44M Sell
62,616
-1,213
-2% -$140K 1.22% 18
2025
Q2 		$6.98M Sell
63,829
-3,587
-5% -$371K 1.2% 19
2025
Q1 		$7.05M Sell
67,416
-336
-0.5% -$37.9K 1.3% 18
2024
Q4 		$7.81M Sell
67,752
-56
-0.1% -$6.69K 1.46% 15
2024
Q3 		$7.93M Sell
67,808
-3,799
-5% -$429K 1.45% 18
2024
Q2 		$7.64M Sell
71,607
-14,409
-17% -$1.54M 1.5% 18
2024
Q1 		$9.51M Sell
86,016
-33,574
-28% -$3.57M 1.86% 14
2023
Q4 		$12.9M Sell
119,590
-11,318
-9% -$1.09M 2.66% 11
2023
Q3 		$12.3M Sell
130,908
-806
-0.6% -$80.5K 2.77% 11
2023
Q2 		$13.1M Sell
131,714
-10,349
-7% -$985K 2.91% 12
2023
Q1 		$13.7M Buy
142,063
+123
+0.1% +$12.3K 3.21% 10
2022
Q4 		$13.4M Buy
141,940
+23,900
+20% +$2.29M 3.34% 9
2022
Q3 		$10.3M Buy
118,040
+6,088
+5% +$591K 3.2% 11
2022
Q2 		$10.3M Buy
+111,952
New +$11.1M 3.17% 10
2021
Q4 		$11.6M Buy
101,141
+3,864
+4% +$440K 3.18% 11
2021
Q3 		$10.6M Buy
+97,277
New +$10.7M 3.14% 10

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bell Investment Advisors's IJR Position: Q1 2026 in Review

Bell Investment Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 3.4% in Q1 2026, selling an estimated $267K and leaving 59,199 shares worth $7.36M. The position accounts for 1.15% of the portfolio, ranked #21.

Bell Investment Advisors first reported a position in IJR in Q3 2021 and has held it in 18 quarters since. The position peaked at $13.7M in Q1 2023. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Bell Investment Advisors held 59,199 shares of iShares Core S&P Small-Cap ETF worth $7.36M as of Q1 2026.
  • Bell Investment Advisors sold 2,102 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $267K.
  • iShares Core S&P Small-Cap ETF made up 1.15% of Bell Investment Advisors's portfolio in Q1 2026, its #21 holding.
  • Bell Investment Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q3 2021 and has held it in 18 quarters since.
  • Bell Investment Advisors's iShares Core S&P Small-Cap ETF position peaked at $13.7M in Q1 2023.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.