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

Catalyst 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
Q1 		$306M Buy
2,458,196
+236,517
+11% +$30M 5.69% 7
2025
Q4 		$267M Buy
2,221,679
+12,964
+0.6% +$1.55M 5.48% 7
2025
Q3 		$262M Sell
2,208,715
-171,580
-7% -$19.7M 5.29% 7
2025
Q2 		$260M Sell
2,380,295
-139,290
-6% -$14.4M 5.25% 7
2025
Q1 		$263M Buy
2,519,585
+272,724
+12% +$30.8M 5.39% 7
2024
Q4 		$259M Buy
2,246,861
+223,086
+11% +$26.7M 5.51% 7
2024
Q3 		$237M Sell
2,023,775
-204,583
-9% -$23.1M 5.33% 7
2024
Q2 		$238M Buy
2,228,358
+107,262
+5% +$11.5M 5.48% 7
2024
Q1 		$234M Buy
2,121,096
+308,657
+17% +$32.8M 5.64% 7
2023
Q4 		$196M Sell
1,812,439
-312,384
-15% -$30.1M 5.27% 7
2023
Q3 		$200M Sell
2,124,823
-874,887
-29% -$87.4M 5.6% 6
2023
Q2 		$299M Buy
2,999,710
+95,293
+3% +$9.07M 8.67% 4
2023
Q1 		$281M Buy
2,904,417
+57,432
+2% +$5.74M 8.57% 4
2022
Q4 		$269M Buy
2,846,985
+233,628
+9% +$22.4M 8.75% 4
2022
Q3 		$228M Buy
2,613,357
+497,882
+24% +$48.4M 8.59% 4
2022
Q2 		$195M Buy
2,115,475
+507,172
+32% +$50.4M 8.17% 4
2022
Q1 		$174M Buy
1,608,303
+223,869
+16% +$24.2M 7.46% 4
2021
Q4 		$159M Buy
1,384,434
+53,541
+4% +$6.1M 7.3% 4
2021
Q3 		$145M Sell
1,330,893
-194
-0% -$21.4K 7.28% 4
2021
Q2 		$150M Buy
1,331,087
+131,280
+11% +$14.6M 7.43% 4
2021
Q1 		$130M Sell
1,199,807
-298,859
-20% -$31.3M 7.21% 4
2020
Q4 		$138M Sell
1,498,666
-449,032
-23% -$36.9M 7.68% 4
2020
Q3 		$137M Sell
1,947,698
-316,638
-14% -$22.7M 7.71% 4
2020
Q2 		$155M Sell
2,264,336
-800,925
-26% -$50.6M 7.98% 4
2020
Q1 		$172M Buy
+3,065,261
New +$228M 8.6% 4

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

Catalyst Capital Advisors's IJR Position: Q1 2026 in Review

Catalyst Capital Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 11% in Q1 2026, buying an estimated $30M and bringing the position to 2,458,196 shares worth $306M. The position accounts for 5.69% of the portfolio, ranked #7.

Catalyst Capital Advisors first reported a position in IJR in Q1 2020 and has held it in 25 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Catalyst Capital Advisors held 2,458,196 shares of iShares Core S&P Small-Cap ETF worth $306M as of Q1 2026.
  • Catalyst Capital Advisors bought 236,517 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $30M.
  • iShares Core S&P Small-Cap ETF made up 5.69% of Catalyst Capital Advisors's portfolio in Q1 2026, its #7 holding.
  • Catalyst Capital Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q1 2020 and has held it in 25 quarters since.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Catalyst Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.