Clearstead Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $73.6M | Buy |
496,435
+5,091
| +1% | +$699K | 0.7% | 29 |
|
|
2026
Q1 | $61.1M | Sell |
491,344
-50
| -0% | -$6.35K | 0.56% | 41 |
|
|
2025
Q4 | $59.1M | Sell |
491,394
-11,050
| -2% | -$1.32M | 0.74% | 31 |
|
|
2025
Q3 | $59.7M | Buy |
502,444
+35,015
| +7% | +$4.03M | 0.78% | 28 |
|
|
2025
Q2 | $51.1M | Sell |
467,429
-51,103
| -10% | -$5.28M | 0.72% | 31 |
|
|
2025
Q1 | $54.2M | Buy |
518,532
+23,653
| +5% | +$2.67M | 0.84% | 24 |
|
|
2024
Q4 | $57M | Buy |
494,879
+16,265
| +3% | +$1.94M | 0.87% | 24 |
|
|
2024
Q3 | $56M | Buy |
478,614
+16,237
| +4% | +$1.83M | 0.87% | 22 |
|
|
2024
Q2 | $49.3M | Buy |
462,377
+126,588
| +38% | +$13.5M | 0.84% | 26 |
|
|
2024
Q1 | $36.7M | Buy |
335,789
+37,824
| +13% | +$4.02M | 1.82% | 10 |
|
|
2023
Q4 | $32.3M | Buy |
297,965
+51,059
| +21% | +$4.92M | 1.71% | 10 |
|
|
2023
Q3 | $23.3M | Buy |
246,906
+16,540
| +7% | +$1.65M | 1.43% | 12 |
|
|
2023
Q2 | $23M | Buy |
230,366
+62,970
| +38% | +$6M | 1.39% | 14 |
|
|
2023
Q1 | $16.2M | Buy |
167,396
+16,012
| +11% | +$1.6M | 1.18% | 15 |
|
|
2022
Q4 | $14.3M | Buy |
151,384
+25,309
| +20% | +$2.43M | 1.12% | 15 |
|
|
2022
Q3 | $11M | Sell |
126,075
-670
| -0.5% | -$65.1K | 1.01% | 17 |
|
|
2022
Q2 | $11.7M | Buy |
126,745
+12,950
| +11% | +$1.29M | 0.91% | 21 |
|
|
2022
Q1 | $12.3M | Buy |
113,795
+8,447
| +8% | +$912K | 0.83% | 23 |
|
|
2021
Q4 | $12.1M | Buy |
105,348
+1,390
| +1% | +$158K | 0.82% | 24 |
|
|
2021
Q3 | $11.4M | Buy |
103,958
+7,661
| +8% | +$844K | 0.85% | 20 |
|
|
2021
Q2 | $10.9M | Buy |
96,297
+654
| +0.7% | +$72.9K | 0.84% | 20 |
|
|
2021
Q1 | $10.4M | Buy |
95,643
+3,503
| +4% | +$367K | 0.86% | 21 |
|
|
2020
Q4 | $8.47M | Buy |
92,140
+1,121
| +1% | +$92.1K | 0.77% | 28 |
|
|
2020
Q3 | $6.39M | Sell |
91,019
-1,115
| -1% | -$79.9K | 0.69% | 33 |
|
|
2020
Q2 | $6.29M | Sell |
92,134
-6,536
| -7% | -$413K | 0.73% | 33 |
|
|
2020
Q1 | $5.54M | Buy |
98,670
+3,607
| +4% | +$269K | 0.81% | 26 |
|
|
2019
Q4 | $7.97M | Buy |
95,063
+12,380
| +15% | +$996K | 0.97% | 19 |
|
|
2019
Q3 | $6.44M | Sell |
82,683
-1,736
| -2% | -$134K | 0.86% | 23 |
|
|
2019
Q2 | $6.61M | Buy |
84,419
+4,361
| +5% | +$339K | 0.88% | 25 |
|
|
2019
Q1 | $6.18M | Buy |
80,058
+2,735
| +4% | +$210K | 0.85% | 24 |
|
|
2018
Q4 | $5.36M | Buy |
77,323
+26,603
| +52% | +$2.06M | 0.83% | 26 |
|
|
2018
Q3 | $4.42M | Buy |
50,720
+700
| +1% | +$61.3K | 0.61% | 40 |
|
|
2018
Q2 | $4.17M | Sell |
50,020
-910
| -2% | -$74.2K | 0.6% | 37 |
|
|
2018
Q1 | $3.92M | Sell |
50,930
-1,380
| -3% | -$107K | 0.57% | 39 |
|
|
2017
Q4 | $4.02M | Buy |
52,310
+443
| +0.9% | +$33.4K | 0.54% | 43 |
|
|
2017
Q3 | $3.85M | Buy |
51,867
+3,660
| +8% | +$256K | 0.5% | 47 |
|
|
2017
Q2 | $3.38M | Buy |
48,207
+4,126
| +9% | +$286K | 0.49% | 48 |
|
|
2017
Q1 | $3.05M | Buy |
44,081
+2,803
| +7% | +$193K | 0.44% | 50 |
|
|
2016
Q4 | $2.84M | Buy |
+41,278
| New | +$2.66M | 0.46% | 46 |
|
Other funds holding IJR
Clearstead Advisors's IJR Position: Q2 2026 in Review
Clearstead Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1% in Q2 2026, buying an estimated $699K and bringing the position to 496,435 shares worth $73.6M. The position accounts for 0.7% of the portfolio, ranked #29.
Clearstead Advisors first reported a position in IJR in Q4 2016 and has held it in 39 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.
- Clearstead Advisors held 496,435 shares of iShares Core S&P Small-Cap ETF worth $73.6M as of Q2 2026.
- Clearstead Advisors bought 5,091 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $699K.
- iShares Core S&P Small-Cap ETF made up 0.7% of Clearstead Advisors's portfolio in Q2 2026, its #29 holding.
- Clearstead Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2016 and has held it in 39 quarters since.
- 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.
Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.