CTA
IJR icon

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

Camelot Technology 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 		$2.35M Sell
15,865
-619
-4% -$84.9K 1.58% 16
2026
Q1 		$2.05M Sell
16,484
-1,095
-6% -$139K 1.49% 17
2025
Q4 		$2.11M Buy
17,579
+439
+3% +$52.5K 1.57% 15
2025
Q3 		$2.04M Buy
17,140
+41
+0.2% +$4.71K 1.62% 16
2025
Q2 		$1.87M Buy
17,099
+40
+0.2% +$4.13K 1.59% 17
2025
Q1 		$1.78M Buy
17,059
+34
+0.2% +$3.84K 1.61% 18
2024
Q4 		$1.96M Sell
17,025
-520
-3% -$62.1K 1.78% 17
2024
Q3 		$2.05M Sell
17,545
-1,463
-8% -$165K 1.81% 16
2024
Q2 		$2.03M Buy
19,008
+46
+0.2% +$4.92K 1.88% 15
2024
Q1 		$2.1M Buy
18,962
+122
+0.6% +$13K 1.93% 14
2023
Q4 		$2.04M Buy
+18,840
New +$1.82M 2.08% 14

Other funds holding IJR

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 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
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 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
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
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Camelot Technology Advisors's IJR Position: Q2 2026 in Review

Camelot Technology Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 3.8% in Q2 2026, selling an estimated $84.9K and leaving 15,865 shares worth $2.35M. The position accounts for 1.58% of the portfolio, ranked #16.

Camelot Technology Advisors first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. 575 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Camelot Technology Advisors held 15,865 shares of iShares Core S&P Small-Cap ETF worth $2.35M as of Q2 2026.
  • Camelot Technology Advisors sold 619 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $84.9K.
  • iShares Core S&P Small-Cap ETF made up 1.58% of Camelot Technology Advisors's portfolio in Q2 2026, its #16 holding.
  • Camelot Technology Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 575 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Camelot Technology Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.