Clean Yield Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Clean Yield Group’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	–	Sell	-87	Closed	-$10.5K	–	403
2025 Q4	$10.5K	Hold	87	–	–	﹤0.01%	309
2025 Q3	$10.3K	Buy	+87	New	+$10K	﹤0.01%	311
2025 Q1	–	Sell	-550	Closed	-$63.4K	–	470
2024 Q4	$63.4K	Sell	550 -250	-31%	-$29.9K	0.02%	214
2024 Q3	$93.6K	Hold	800	–	–	0.03%	183
2024 Q2	$85.3K	Hold	800	–	–	0.03%	185
2024 Q1	$88.4K	Hold	800	–	–	0.03%	184
2023 Q4	$86.6K	Hold	800	–	–	0.04%	189
2023 Q3	$75.2K	Hold	800	–	–	0.03%	193
2023 Q2	$79.7K	Hold	800	–	–	0.03%	196
2023 Q1	$77.4K	Hold	800	–	–	0.03%	199
2022 Q4	$75.7K	Hold	800	–	–	0.03%	197
2022 Q3	$70K	Hold	800	–	–	0.03%	200
2022 Q2	$74K	Sell	800 -33	-4%	-$3.28K	0.03%	205
2022 Q1	$90K	Buy	833 +33	+4%	+$3.56K	0.03%	203
2021 Q4	$92K	Sell	800 -100	-11%	-$11.4K	0.03%	222
2021 Q3	$98K	Hold	900	–	–	0.03%	215
2021 Q2	$102K	Buy	+900	New	+$100K	0.03%	202
2021 Q1	–	Sell	-916	Closed	-$84K	–	255
2020 Q4	$84K	Buy	916 +784	+594%	+$64.4K	0.03%	202
2020 Q3	$9K	Buy	+132	New	+$9.46K	﹤0.01%	312
2016 Q4	–	Sell	-16	Closed	-$1K	–	193
2016 Q3	$1K	Hold	16	–	–	﹤0.01%	310
2016 Q2	$1K	Buy	+16	New	+$912	﹤0.01%	291

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Clean Yield Group's IJR Position: Q1 2026 in Review

Clean Yield Group sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2026, closing a stake of 87 shares — an estimated $10.5K sold.

Clean Yield Group first reported a position in IJR in Q2 2016 and held it in 21 quarters. The position peaked at $102K in Q2 2021. 2,736 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Clean Yield Group reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
Clean Yield Group sold 87 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $10.5K.
Clean Yield Group first reported a position in iShares Core S&P Small-Cap ETF in Q2 2016 and held it in 21 quarters.
Clean Yield Group's iShares Core S&P Small-Cap ETF position peaked at $102K in Q2 2021.
2,736 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.