Cetera Investment Advisers
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Cetera Investment Advisers’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Cetera Investment Advisers’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 		$359M Buy
2,889,255
+41,409
+1% +$5.26M 0.38% 44
2025
Q4 		$342M Buy
2,847,846
+183,927
+7% +$22M 0.37% 44
2025
Q3 		$317M Buy
2,663,919
+808,308
+44% +$93M 0.37% 45
2025
Q2 		$203M Sell
1,855,611
-133,504
-7% -$13.8M 0.34% 49
2025
Q1 		$208M Buy
1,989,115
+121,640
+7% +$13.7M 0.4% 39
2024
Q4 		$215M Buy
1,867,475
+74,366
+4% +$8.88M 0.45% 34
2024
Q3 		$210M Buy
1,793,109
+48,264
+3% +$5.45M 0.46% 28
2024
Q2 		$186M Sell
1,744,845
-30,849
-2% -$3.3M 0.43% 35
2024
Q1 		$196M Buy
1,775,694
+1,079,643
+155% +$115M 0.46% 29
2023
Q4 		$75.3M Buy
696,051
+48,583
+8% +$4.68M 0.61% 28
2023
Q3 		$61.1M Sell
647,468
-2,231
-0.3% -$223K 0.53% 35
2023
Q2 		$64.7M Buy
649,699
+17,658
+3% +$1.68M 0.54% 31
2023
Q1 		$61.1M Sell
632,041
-220,978
-26% -$22.1M 0.53% 36
2022
Q4 		$80.7M Buy
853,019
+378,175
+80% +$36.3M 0.75% 23
2022
Q3 		$41.4M Buy
474,844
+56,611
+14% +$5.5M 0.83% 15
2022
Q2 		$38.6M Sell
418,233
-25,682
-6% -$2.55M 0.61% 20
2022
Q1 		$47.9M Sell
443,915
-15,142
-3% -$1.63M 0.69% 17
2021
Q4 		$52.6M Buy
459,057
+33,907
+8% +$3.86M 0.75% 16
2021
Q3 		$46.4M Buy
425,150
+28,480
+7% +$3.14M 0.74% 16
2021
Q2 		$44.8M Buy
396,670
+32,675
+9% +$3.64M 0.72% 17
2021
Q1 		$39.5M Sell
363,995
-68,912
-16% -$7.21M 0.78% 16
2020
Q4 		$39.8M Buy
432,907
+208,374
+93% +$17.1M 0.79% 17
2020
Q3 		$15.8M Buy
224,533
+7,080
+3% +$507K 1.29% 9
2020
Q2 		$14.8M Buy
217,453
+12,118
+6% +$765K 1.38% 9
2020
Q1 		$11.5M Buy
205,335
+19,572
+11% +$1.46M 1.41% 8
2019
Q4 		$15.6M Buy
185,763
+5,443
+3% +$438K 1.56% 7
2019
Q3 		$14M Buy
180,320
+6,864
+4% +$532K 1.71% 8
2019
Q2 		$13.6M Sell
173,456
-6,767
-4% -$525K 1.75% 7
2019
Q1 		$13.9M Buy
180,223
+21,896
+14% +$1.68M 1.96% 4
2018
Q4 		$11M Buy
158,327
+27,099
+21% +$2.09M 1.79% 6
2018
Q3 		$11.4M Buy
131,228
+60,246
+85% +$5.28M 1.65% 7
2018
Q2 		$5.93M Buy
70,982
+10,758
+18% +$877K 1.04% 15
2018
Q1 		$4.64M Buy
60,224
+7,061
+13% +$550K 0.87% 20
2017
Q4 		$4.08M Buy
53,163
+669
+1% +$50.4K 0.75% 25
2017
Q3 		$3.9M Buy
52,494
+2,358
+5% +$165K 0.86% 18
2017
Q2 		$3.52M Buy
50,136
+13,831
+38% +$958K 0.86% 19
2017
Q1 		$2.51M Buy
36,305
+11,719
+48% +$808K 0.69% 32
2016
Q4 		$1.69M Sell
24,586
-12,494
-34% -$806K 0.56% 47
2016
Q3 		$2.3M Buy
37,080
+29,482
+388% +$1.8M 0.99% 23
2016
Q2 		$442K Buy
7,598
+2,450
+48% +$140K 0.17% 158
2016
Q1 		$290K Sell
5,148
-56
-1% -$2.92K 0.13% 202
2015
Q4 		$288K Buy
+5,204
New +$293K 0.13% 187

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

Cetera Investment Advisers's IJR Position: Q1 2026 in Review

Cetera Investment Advisers increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.5% in Q1 2026, buying an estimated $5.26M and bringing the position to 2,889,255 shares worth $359M. The position accounts for 0.38% of the portfolio, ranked #44.

Cetera Investment Advisers first reported a position in IJR in Q4 2015 and has held it in 42 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Cetera Investment Advisers held 2,889,255 shares of iShares Core S&P Small-Cap ETF worth $359M as of Q1 2026.
  • Cetera Investment Advisers bought 41,409 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $5.26M.
  • iShares Core S&P Small-Cap ETF made up 0.38% of Cetera Investment Advisers's portfolio in Q1 2026, its #44 holding.
  • Cetera Investment Advisers first reported a position in iShares Core S&P Small-Cap ETF in Q4 2015 and has held it in 42 quarters since.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.