Certuity
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
Q3 		$23.4M Buy
172,290
+31,207
+22% +$4.52M 1.1% 20
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 		$9.7M 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 		$9.8M 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 		$10M Sell
88,391
-115
-0.1% -$12.8K 2.3% 7
2021
Q1 		$9.6M 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 $84.4B AUM 20.16% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Nationwide Fund Advisors
Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Mesirow Financial Investment Management
Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Certuity's IJR Position: Q3 2026 in Review

Certuity increased its iShares Core S&P Small-Cap ETF (IJR) stake by 22% in Q3 2026, buying an estimated $4.52M and bringing the position to 172,290 shares worth $23.4M. The position accounts for 1.1% of the portfolio, ranked #20.

Certuity first reported a position in IJR in Q4 2019 and has held it in 28 quarters since. 1,725 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Certuity held 172,290 shares of iShares Core S&P Small-Cap ETF worth $23.4M as of Q3 2026.
  • Certuity bought 31,207 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $4.52M.
  • iShares Core S&P Small-Cap ETF made up 1.1% of Certuity's portfolio in Q3 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 28 quarters since.
  • 1,725 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Certuity's 13F filing for Q3 2026, filed 2 Nov 2026.