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

Claro Advisors’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 		$1.09M Buy
7,347
+17
+0.2% +$2.33K 0.11% 153
2026
Q1 		$911K Sell
7,330
-5
-0.1% -$635 0.11% 159
2025
Q4 		$881K Buy
7,335
+22
+0.3% +$2.63K 0.12% 148
2025
Q3 		$869K Sell
7,313
-1,153
-14% -$133K 0.13% 148
2025
Q2 		$925K Sell
8,466
-4,324
-34% -$447K 0.15% 126
2025
Q1 		$1.34M Sell
12,790
-186
-1% -$21K 0.18% 107
2024
Q4 		$1.5M Buy
12,976
+851
+7% +$102K 0.2% 92
2024
Q3 		$1.42M Buy
12,125
+1,090
+10% +$123K 0.18% 114
2024
Q2 		$1.18M Buy
11,035
+1,196
+12% +$128K 0.18% 108
2024
Q1 		$1.09M Sell
9,839
-1,356
-12% -$144K 0.19% 119
2023
Q4 		$1.21M Sell
11,195
-82
-0.7% -$7.9K 0.26% 80
2023
Q3 		$1.06M Sell
11,277
-65
-0.6% -$6.49K 0.27% 88
2023
Q2 		$1.13M Buy
11,342
+224
+2% +$21.3K 0.28% 81
2023
Q1 		$1.08M Sell
11,118
-657
-6% -$65.7K 0.32% 74
2022
Q4 		$1.11M Sell
11,775
-2,091
-15% -$201K 0.36% 66
2022
Q3 		$1.28M Hold
13,866
– – 0.51% 43
2022
Q2 		$1.28M Buy
13,866
+4,255
+44% +$423K 0.51% 43
2022
Q1 		$1.1M Hold
9,611
– – 0.4% 62
2021
Q4 		$1.1M Buy
9,611
+2,553
+36% +$291K 0.4% 62
2021
Q3 		$771K Buy
7,058
+105
+2% +$11.6K 0.32% 82
2021
Q2 		$786K Buy
6,953
+80
+1% +$8.92K 0.35% 73
2021
Q1 		$746K Sell
6,873
-2,891
-30% -$303K 0.38% 72
2020
Q4 		$897K Sell
9,764
-1,057
-10% -$86.8K 0.48% 56
2020
Q3 		$760K Buy
10,821
+1,418
+15% +$102K 0.48% 53
2020
Q2 		$642K Buy
9,403
+2,911
+45% +$184K 0.44% 64
2020
Q1 		$364K Buy
6,492
+11
+0.2% +$819 0.34% 92
2019
Q4 		$543K Sell
6,481
-135
-2% -$10.9K 0.42% 68
2019
Q3 		$515K Buy
6,616
+221
+3% +$17.1K 0.46% 63
2019
Q2 		$501K Sell
6,395
-435
-6% -$33.8K 0.46% 63
2019
Q1 		$527K Buy
6,830
+1,367
+25% +$105K 0.52% 59
2018
Q4 		$477K Buy
+5,463
New +$422K 0.38% 58

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Claro Advisors's IJR Position: Q2 2026 in Review

Claro Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.23% in Q2 2026, buying an estimated $2.33K and bringing the position to 7,347 shares worth $1.09M. The position accounts for 0.11% of the portfolio, ranked #153.

Claro Advisors first reported a position in IJR in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.5M in Q4 2024. 2,842 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Claro Advisors held 7,347 shares of iShares Core S&P Small-Cap ETF worth $1.09M as of Q2 2026.
  • Claro Advisors bought 17 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $2.33K.
  • iShares Core S&P Small-Cap ETF made up 0.11% of Claro Advisors's portfolio in Q2 2026, its #153 holding.
  • Claro Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • Claro Advisors's iShares Core S&P Small-Cap ETF position peaked at $1.5M in Q4 2024.
  • 2,842 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.