CBIZ Investment Advisory Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

CBIZ Investment Advisory Services’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	$480K	Hold	3,861	–	–	0.02%	32
2026 Q1	$480K	Sell	3,861 -819	-18%	-$104K	0.02%	32
2025 Q4	$562K	Buy	4,680 +120	+3%	+$14.4K	0.02%	34
2025 Q3	$542K	Buy	4,560 +24	+0.5%	+$2.76K	0.02%	34
2025 Q2	$496K	Sell	4,536 -205	-4%	-$21.2K	0.02%	33
2025 Q1	$496K	Sell	4,741 -258	-5%	-$29.1K	0.02%	30
2024 Q4	$576K	Buy	4,999 +10	+0.2%	+$1.2K	0.03%	29
2024 Q3	$584K	Buy	4,989 +4	+0.1%	+$452	0.03%	27
2024 Q2	$532K	Buy	4,985 +4	+0.1%	+$428	0.03%	26
2024 Q1	$551K	Buy	4,981 +499	+11%	+$53K	0.04%	28
2023 Q4	$485K	Buy	4,482 +802	+22%	+$77.3K	0.04%	28
2023 Q3	$349K	Hold	3,680	–	–	0.03%	23
2023 Q2	$367K	Hold	3,680	–	–	0.03%	25
2023 Q1	$356K	Hold	3,680	–	–	0.03%	26
2022 Q4	$348K	Sell	3,680 -1,195	-25%	-$115K	0.14%	24
2022 Q3	$425K	Hold	4,875	–	–	0.43%	21
2022 Q2	$450K	Buy	+4,875	New	+$485K	0.04%	27
2022 Q1	–	Sell	-4,875	Closed	-$558K	–	26
2021 Q4	$558K	Buy	+4,875	New	+$556K	0.04%	28
2021 Q3	–	Hold	0	–	–	–	28
2021 Q2	–	Hold	0	–	–	–	29
2021 Q1	–	Hold	0	–	–	–	27
2020 Q4	–	Hold	0	–	–	–	22
2020 Q3	–	Hold	0	–	–	–	25
2020 Q2	–	Hold	0	–	–	–	28
2020 Q1	–	Hold	0	–	–	–	32
2019 Q4	–	Hold	0	–	–	–	28

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CBIZ Investment Advisory Services's IJR Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 3,861 shares worth $480K. The position accounts for 0.02% of the portfolio, ranked #32.

CBIZ Investment Advisory Services first reported a position in IJR in Q4 2021 and has held it in 18 quarters since. The position peaked at $584K in Q3 2024. 2,847 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

CBIZ Investment Advisory Services held 3,861 shares of iShares Core S&P Small-Cap ETF worth $480K as of Q2 2026.
CBIZ Investment Advisory Services left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.02% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #32 holding.
CBIZ Investment Advisory Services first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 18 quarters since.
CBIZ Investment Advisory Services's iShares Core S&P Small-Cap ETF position peaked at $584K in Q3 2024.
2,847 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.