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 		$1.28K Buy
300
+100
+50% +$12.7K ﹤0.01% 4751
2025
Q4 		$380 Buy
+200
New +$23.9K ﹤0.01% 4662
2025
Q2 		– Sell
-6,600
Closed -$87.5K – 4158
2025
Q1 		$87.5K Buy
6,600
+1,500
+29% +$169K ﹤0.01% 3801
2024
Q4 		$41.1K Buy
5,100
+2,300
+82% +$275K ﹤0.01% 3669
2024
Q3 		$10.4K Sell
2,800
-700
-20% -$79.1K ﹤0.01% 3669
2024
Q2 		$12.5K Buy
3,500
+400
+13% +$42.8K ﹤0.01% 3669
2024
Q1 		$13K Buy
3,100
+1,100
+55% +$117K ﹤0.01% 3649
2023
Q4 		$6.6K Sell
2,000
-1,400
-41% -$135K ﹤0.01% 2211
2023
Q3 		$19K Sell
3,400
-300
-8% -$30K ﹤0.01% 2161
2023
Q2 		$2.63K Buy
3,700
+100
+3% +$9.52K ﹤0.01% 2176
2023
Q1 		$12.1K Buy
3,600
+1,500
+71% +$150K ﹤0.01% 2135
2022
Q4 		$5.36K Buy
+2,100
New +$201K ﹤0.01% 2086
2022
Q2 		– Sell
-100
Closed -$1K – 1891
2022
Q1 		$1K Buy
+100
New +$10.8K ﹤0.01% 1869
2021
Q1 		– Sell
-1,100
Closed -$6K – 1655
2020
Q4 		$6K Hold
1,100
– – ﹤0.01% 1554
2020
Q3 		$5K Buy
+1,100
New +$78.8K ﹤0.01% 642

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.