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

Cambridge 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	$2.59M	Buy	17,487 +2,239	+15%	+$307K	0.45%	39
2026 Q1	$1.9M	Buy	15,248 +2	+0%	+$254	0.37%	43
2025 Q4	$1.83M	Buy	15,246 +1,626	+12%	+$194K	0.35%	42
2025 Q3	$1.62M	Sell	13,620 -72	-0.5%	-$8.28K	0.32%	52
2025 Q2	$1.5M	Buy	13,692 +33	+0.2%	+$3.41K	0.31%	52
2025 Q1	$1.43M	Buy	13,659 +121	+0.9%	+$13.7K	0.31%	51
2024 Q4	$1.56M	Sell	13,538 -1,071	-7%	-$128K	0.35%	48
2024 Q3	$1.71M	Sell	14,609 -76	-0.5%	-$8.59K	0.37%	45
2024 Q2	$1.57M	Buy	14,685 +85	+0.6%	+$9.09K	0.36%	44
2024 Q1	$1.61M	Sell	14,600 -546	-4%	-$58K	0.38%	42
2023 Q4	$1.64M	Sell	15,146 -50	-0.3%	-$4.82K	0.41%	37
2023 Q3	$1.43M	Buy	15,196 +3	+0%	+$300	0.38%	40
2023 Q2	$1.51M	Sell	15,193 -601	-4%	-$57.2K	0.39%	38
2023 Q1	$1.53M	Buy	15,794 +939	+6%	+$93.9K	0.39%	39
2022 Q4	$1.41M	Sell	14,855 -1,488	-9%	-$143K	0.38%	43
2022 Q3	$1.43M	Buy	16,343 +633	+4%	+$61.5K	0.41%	37
2022 Q2	$1.45M	Buy	15,710 +246	+2%	+$24.5K	0.4%	40
2022 Q1	$1.67M	Sell	15,464 -451	-3%	-$48.7K	0.4%	35
2021 Q4	$1.82M	Buy	15,915 +1,163	+8%	+$133K	0.41%	34
2021 Q3	$1.61M	Hold	14,752	–	–	0.39%	40
2021 Q2	$1.67M	Sell	14,752 -1,995	-12%	-$223K	0.4%	39
2021 Q1	$1.82M	Hold	16,747	–	–	0.46%	35
2020 Q4	$1.54M	Hold	16,747	–	–	0.41%	38
2020 Q3	$1.18M	Hold	16,747	–	–	0.35%	50
2020 Q2	$1.14M	Sell	16,747 -3,338	-17%	-$211K	0.36%	48
2020 Q1	$1.13M	Sell	20,085 -2,600	-11%	-$194K	0.41%	39
2019 Q4	$1.9M	Sell	22,685 -925	-4%	-$74.4K	0.58%	27
2019 Q3	$1.84M	Hold	23,610	–	–	0.61%	25
2019 Q2	$1.85M	Hold	23,610	–	–	0.61%	26
2019 Q1	$1.82M	Hold	23,610	–	–	0.62%	26
2018 Q4	$1.64M	Buy	23,610 +1,600	+7%	+$124K	0.61%	28
2018 Q3	$1.92M	Sell	22,010 -1,700	-7%	-$149K	0.65%	26
2018 Q2	$1.98M	Hold	23,710	–	–	0.7%	25
2018 Q1	$1.83M	Sell	23,710 -200	-0.8%	-$15.6K	0.65%	29
2017 Q4	$1.84M	Sell	23,910 -1,150	-5%	-$86.7K	0.66%	28
2017 Q3	$1.86M	Hold	25,060	–	–	0.72%	25
2017 Q2	$1.76M	Hold	25,060	–	–	0.71%	26
2017 Q1	$1.73M	Hold	25,060	–	–	0.71%	27
2016 Q4	$1.72M	Sell	25,060 -2,990	-11%	-$193K	0.76%	26
2016 Q3	$1.74M	Hold	28,050	–	–	0.77%	25
2016 Q2	$1.63M	Hold	28,050	–	–	0.74%	26
2016 Q1	$1.58M	Buy	28,050 +21,250	+313%	+$1.11M	0.73%	27
2015 Q4	$374K	Hold	6,800	–	–	0.21%	95
2015 Q3	$362K	Sell	6,800 -144	-2%	-$8.17K	0.21%	91
2015 Q2	$409K	Buy	6,944 +996	+17%	+$58.9K	0.23%	85
2015 Q1	$389K	Sell	5,948 -1,146	-16%	-$65.7K	0.23%	84
2014 Q4	$405K	Buy	+7,094	New	+$387K	0.25%	81

Other funds holding IJR

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 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

AIM

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

AWM

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Cambridge Advisors's IJR Position: Q2 2026 in Review

Cambridge Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 15% in Q2 2026, buying an estimated $307K and bringing the position to 17,487 shares worth $2.59M. The position accounts for 0.45% of the portfolio, ranked #39.

Cambridge Advisors first reported a position in IJR in Q4 2014 and has held it in 47 quarters since. 539 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Cambridge Advisors held 17,487 shares of iShares Core S&P Small-Cap ETF worth $2.59M as of Q2 2026.
Cambridge Advisors bought 2,239 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $307K.
iShares Core S&P Small-Cap ETF made up 0.45% of Cambridge Advisors's portfolio in Q2 2026, its #39 holding.
Cambridge Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2014 and has held it in 47 quarters since.
539 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Cambridge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.