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

Cahill Financial 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 		$2.75M Sell
22,089
-257
-1% -$32.6K 0.3% 55
2025
Q4 		$2.69M Sell
22,346
-1,101
-5% -$132K 0.29% 57
2025
Q3 		$2.79M Sell
23,447
-338
-1% -$38.9K 0.32% 54
2025
Q2 		$2.6M Sell
23,785
-3,480
-13% -$360K 0.32% 52
2025
Q1 		$2.85M Sell
27,265
-1,378
-5% -$155K 0.39% 46
2024
Q4 		$3.3M Buy
28,643
+2,025
+8% +$242K 0.45% 40
2024
Q3 		$3.11M Sell
26,618
-20,886
-44% -$2.36M 0.43% 40
2024
Q2 		$5.07M Sell
47,504
-25,998
-35% -$2.78M 0.69% 30
2024
Q1 		$8.12M Buy
73,502
+4,417
+6% +$469K 1.11% 25
2023
Q4 		$7.48M Buy
69,085
+3,318
+5% +$320K 1.11% 24
2023
Q3 		$6.2M Buy
65,767
+27,137
+70% +$2.71M 1.03% 24
2023
Q2 		$3.85M Buy
38,630
+2,581
+7% +$246K 0.62% 32
2023
Q1 		$3.49M Buy
36,049
+2,333
+7% +$233K 0.62% 36
2022
Q4 		$3.19M Buy
33,716
+1,142
+4% +$110K 0.61% 37
2022
Q3 		$2.84M Buy
32,574
+7,515
+30% +$730K 0.6% 42
2022
Q2 		$2.32M Sell
25,059
-10,438
-29% -$1.04M 0.49% 53
2022
Q1 		$3.83M Buy
35,497
+1,147
+3% +$124K 0.72% 35
2021
Q4 		$3.93M Buy
34,350
+9,113
+36% +$1.04M 0.76% 34
2021
Q3 		$2.76M Buy
25,237
+11,455
+83% +$1.26M 0.56% 41
2021
Q2 		$1.56M Buy
13,782
+1,957
+17% +$218K 0.35% 67
2021
Q1 		$1.28M Buy
11,825
+197
+2% +$20.6K 0.31% 72
2020
Q4 		$1.07M Sell
11,628
-315
-3% -$25.9K 0.27% 80
2020
Q3 		$839K Sell
11,943
-219
-2% -$15.7K 0.3% 81
2020
Q2 		$831K Sell
12,162
-3,292
-21% -$208K 0.32% 77
2020
Q1 		$868K Sell
15,454
-1,676
-10% -$125K 0.4% 63
2019
Q4 		$1.44M Buy
17,130
+241
+1% +$19.4K 0.52% 52
2019
Q3 		$1.31M Sell
16,889
-705
-4% -$54.6K 0.51% 56
2019
Q2 		$1.38M Sell
17,594
-595
-3% -$46.2K 0.55% 53
2019
Q1 		$1.4M Sell
18,189
-149
-0.8% -$11.4K 0.58% 52
2018
Q4 		$1.27M Buy
18,338
+6,410
+54% +$495K 0.64% 45
2018
Q3 		$1.04M Sell
11,928
-692
-5% -$60.6K 0.46% 57
2018
Q2 		$1.05M Buy
12,620
+1,765
+16% +$144K 0.49% 57
2018
Q1 		$836K Sell
10,855
-414
-4% -$32.2K 0.4% 65
2017
Q4 		$866K Sell
11,269
-77
-0.7% -$5.8K 0.43% 62
2017
Q3 		$843K Buy
11,346
+610
+6% +$42.7K 0.45% 56
2017
Q2 		$753K Sell
10,736
-7
-0.1% -$485 0.42% 61
2017
Q1 		$743K Buy
10,743
+563
+6% +$38.8K 0.43% 62
2016
Q4 		$700K Buy
10,180
+350
+4% +$22.6K 0.43% 61
2016
Q3 		$611K Buy
9,830
+382
+4% +$23.3K 0.4% 64
2016
Q2 		$549K Buy
9,448
+72
+0.8% +$4.1K 0.38% 67
2016
Q1 		$528K Sell
9,376
-538
-5% -$28.1K 0.4% 67
2015
Q4 		$546K Sell
9,914
-70
-0.7% -$3.94K 0.45% 61
2015
Q3 		$533K Sell
9,984
-1,376
-12% -$78.1K 0.43% 63
2015
Q2 		$670K Buy
11,360
+202
+2% +$11.9K 0.5% 52
2015
Q1 		$659K Buy
11,158
+62
+0.6% +$3.55K 0.5% 51
2014
Q4 		$633K Buy
11,096
+370
+3% +$20.2K 0.49% 51
2014
Q3 		$560K Buy
10,726
+120
+1% +$6.53K 0.45% 57
2014
Q2 		$595K Buy
10,606
+522
+5% +$28.2K 0.47% 46
2014
Q1 		$556K Buy
10,084
+692
+7% +$37.4K 0.48% 49
2013
Q4 		$513K Buy
+9,392
New +$491K 0.44% 57

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 $424B AUM 22.94% 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

Cahill Financial Advisors's IJR Position: Q1 2026 in Review

Cahill Financial Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.2% in Q1 2026, selling an estimated $32.6K and leaving 22,089 shares worth $2.75M. The position accounts for 0.3% of the portfolio, ranked #55.

Cahill Financial Advisors first reported a position in IJR in Q4 2013 and has held it in 50 quarters since. The position peaked at $8.12M in Q1 2024. 2,738 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Cahill Financial Advisors held 22,089 shares of iShares Core S&P Small-Cap ETF worth $2.75M as of Q1 2026.
  • Cahill Financial Advisors sold 257 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $32.6K.
  • iShares Core S&P Small-Cap ETF made up 0.3% of Cahill Financial Advisors's portfolio in Q1 2026, its #55 holding.
  • Cahill Financial Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2013 and has held it in 50 quarters since.
  • Cahill Financial Advisors's iShares Core S&P Small-Cap ETF position peaked at $8.12M in Q1 2024.
  • 2,738 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Cahill Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.