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IJR icon

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

Certuity’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 		$20.9M Buy
141,083
+17,284
+14% +$2.37M 1.03% 20
2026
Q1 		$15.4M Buy
123,799
+49,269
+66% +$6.26M 1.01% 23
2025
Q4 		$8.96M Sell
74,530
-4,234
-5% -$506K 0.56% 34
2025
Q3 		$9.36M Buy
78,764
+6,046
+8% +$695K 0.64% 34
2025
Q2 		$7.95M Buy
72,718
+312
+0.4% +$32.3K 0.75% 32
2025
Q1 		$7.57M Buy
72,406
+8,790
+14% +$992K 0.79% 29
2024
Q4 		$7.33M Buy
63,616
+11,714
+23% +$1.4M 0.8% 32
2024
Q3 		$6.07M Sell
51,902
-49,699
-49% -$5.61M 0.66% 36
2024
Q2 		$10.8M Sell
101,601
-3,254
-3% -$348K 0.86% 27
2024
Q1 		$11.6M Sell
104,855
-2,717
-3% -$289K 1.02% 26
2023
Q4 		$11.6M Buy
107,572
+5,002
+5% +$482K 1.18% 23
2023
Q3 		$9.68M Sell
102,570
-66
-0.1% -$6.59K 1.14% 24
2023
Q2 		$10.2M Sell
102,636
-20,007
-16% -$1.91M 1.16% 24
2023
Q1 		$11.9M Buy
122,643
+10,036
+9% +$1M 1.75% 18
2022
Q4 		$10.7M Sell
112,607
-343
-0.3% -$32.9K 1.69% 21
2022
Q3 		$9.85M Sell
112,950
-2,460
-2% -$239K 2.29% 10
2022
Q2 		$10.7M Sell
115,410
-8,748
-7% -$870K 2.78% 10
2022
Q1 		$13.4M Buy
124,158
+22,684
+22% +$2.45M 2.89% 9
2021
Q4 		$11.6M Buy
101,474
+1,825
+2% +$208K 2.49% 9
2021
Q3 		$10.9M Buy
99,649
+11,258
+13% +$1.24M 2.17% 8
2021
Q2 		$9.99M Sell
88,391
-115
-0.1% -$12.8K 2.3% 7
2021
Q1 		$9.61M Buy
88,506
+26,326
+42% +$2.76M 2.58% 6
2020
Q4 		$5.71M Buy
62,180
+2,106
+4% +$173K 1.84% 8
2020
Q3 		$4.22M Sell
60,074
-24,988
-29% -$1.79M 1.66% 9
2020
Q2 		$5.81M Sell
85,062
-12,465
-13% -$787K 2.7% 6
2020
Q1 		$5.47M Sell
97,527
-5,438
-5% -$405K 3.03% 6
2019
Q4 		$8.63M Buy
+102,965
New +$8.28M 4.13% 5

Other funds holding IJR

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
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

Certuity's IJR Position: Q2 2026 in Review

Certuity increased its iShares Core S&P Small-Cap ETF (IJR) stake by 14% in Q2 2026, buying an estimated $2.37M and bringing the position to 141,083 shares worth $20.9M. The position accounts for 1.03% of the portfolio, ranked #20.

Certuity first reported a position in IJR in Q4 2019 and has held it in 27 quarters since. 1,519 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Certuity held 141,083 shares of iShares Core S&P Small-Cap ETF worth $20.9M as of Q2 2026.
  • Certuity bought 17,284 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $2.37M.
  • iShares Core S&P Small-Cap ETF made up 1.03% of Certuity's portfolio in Q2 2026, its #20 holding.
  • Certuity first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,519 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.