Certified Advisory Corp’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Certified Advisory Corp’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	$7.17M	Sell	48,339 -4,074	-8%	-$559K	0.58%	50
2026 Q1	$6.52M	Sell	52,413 -1,302	-2%	-$165K	0.58%	52
2025 Q4	$6.46M	Sell	53,715 -776	-1%	-$92.8K	0.59%	52
2025 Q3	$6.48M	Sell	54,491 -262	-0.5%	-$30.1K	0.61%	51
2025 Q2	$5.98M	Sell	54,753 -2,183	-4%	-$226K	0.62%	52
2025 Q1	$5.95M	Sell	56,936 -23,227	-29%	-$2.62M	0.67%	46
2024 Q4	$9.24M	Buy	80,163 +223	+0.3%	+$26.6K	1%	27
2024 Q3	$9.35M	Sell	79,940 -300	-0.4%	-$33.9K	1.04%	25
2024 Q2	$8.56M	Sell	80,240 -253	-0.3%	-$27.1K	1.07%	24
2024 Q1	$8.9M	Buy	80,493 +789	+1%	+$83.8K	1.24%	17
2023 Q4	$8.63M	Buy	79,704 +2,071	+3%	+$200K	1.31%	17
2023 Q3	$7.32M	Sell	77,633 -15,158	-16%	-$1.51M	1.35%	14
2023 Q2	$9.25M	Sell	92,791 -5,972	-6%	-$569K	1.7%	13
2023 Q1	$9.55M	Sell	98,763 -3,015	-3%	-$301K	1.7%	11
2022 Q4	$9.63M	Buy	101,778 +440	+0.4%	+$42.2K	1.9%	12
2022 Q3	$8.84M	Buy	101,338 +4,035	+4%	+$392K	2.02%	9
2022 Q2	$8.99M	Buy	97,303 +5,208	+6%	+$518K	2%	8
2022 Q1	$9.94M	Buy	92,095 +27,364	+42%	+$2.95M	2.11%	8
2021 Q4	$7.41M	Buy	64,731 +4,471	+7%	+$510K	1.63%	11
2021 Q3	$6.58M	Sell	60,260 -7,731	-11%	-$851K	1.6%	12
2021 Q2	$7.68M	Sell	67,991 -811	-1%	-$90.5K	1.93%	11
2021 Q1	$7.47M	Buy	+68,802	New	+$7.2M	1.94%	10
2020 Q2	$5.7M	Sell	83,471 -24,217	-22%	-$1.53M	1.89%	9
2020 Q1	$6.04M	Sell	107,688 -18,845	-15%	-$1.4M	2.39%	9
2019 Q4	$10.6M	Sell	126,533 -1,729	-1%	-$139K	3.39%	3
2019 Q3	$9.98M	Buy	128,262 +1,957	+2%	+$152K	3.47%	3
2019 Q2	$9.89M	Buy	126,305 +131	+0.1%	+$10.2K	3.68%	3
2019 Q1	$9.73M	Buy	126,174 +13,724	+12%	+$1.05M	4.09%	3
2018 Q4	$7.79M	Buy	112,450 +3,701	+3%	+$286K	4.04%	2
2018 Q3	$9.49M	Buy	108,749 +3,202	+3%	+$281K	4.39%	2
2018 Q2	$8.81M	Buy	105,547 +3,266	+3%	+$266K	4.9%	1
2018 Q1	$7.88M	Buy	102,281 +48,809	+91%	+$3.8M	4.67%	1
2017 Q4	$4.11M	Buy	+53,472	New	+$4.03M	2.95%	4

Other funds holding IJR

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 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

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

AIM

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Certified Advisory Corp's IJR Position: Q2 2026 in Review

Certified Advisory Corp reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 7.8% in Q2 2026, selling an estimated $559K and leaving 48,339 shares worth $7.17M. The position accounts for 0.58% of the portfolio, ranked #50.

Certified Advisory Corp first reported a position in IJR in Q4 2017 and has held it in 33 quarters since. The position peaked at $10.6M in Q4 2019. 1,159 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Certified Advisory Corp held 48,339 shares of iShares Core S&P Small-Cap ETF worth $7.17M as of Q2 2026.
Certified Advisory Corp sold 4,074 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $559K.
iShares Core S&P Small-Cap ETF made up 0.58% of Certified Advisory Corp's portfolio in Q2 2026, its #50 holding.
Certified Advisory Corp first reported a position in iShares Core S&P Small-Cap ETF in Q4 2017 and has held it in 33 quarters since.
Certified Advisory Corp's iShares Core S&P Small-Cap ETF position peaked at $10.6M in Q4 2019.
1,159 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.