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Colorado Capital Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Colorado Capital Management’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 		$2.15M Sell
14,491
-238
-2% -$32.7K 0.73% 35
2026
Q1 		$1.83M Sell
14,729
-347
-2% -$44.1K 0.68% 38
2025
Q4 		$1.81M Sell
15,076
-411
-3% -$49.2K 0.68% 36
2025
Q3 		$1.84M Sell
15,487
-311
-2% -$35.8K 0.71% 37
2025
Q2 		$1.73M Sell
15,798
-521
-3% -$53.9K 0.74% 35
2025
Q1 		$1.71M Sell
16,319
-832
-5% -$93.9K 0.79% 34
2024
Q4 		$1.98M Sell
17,151
-2,524
-13% -$302K 0.96% 33
2024
Q3 		$2.3M Sell
19,675
-1,306
-6% -$148K 1.14% 30
2024
Q2 		$2.24M Hold
20,981
– – 1.25% 29
2024
Q1 		$2.32M Buy
20,981
+5
+0% +$531 1.34% 28
2023
Q4 		$2.27M Sell
20,976
-228
-1% -$22K 1.49% 26
2023
Q3 		$2M Sell
21,204
-596
-3% -$59.5K 1.51% 24
2023
Q2 		$2.17M Sell
21,800
-1,223
-5% -$116K 1.6% 24
2023
Q1 		$2.23M Sell
23,023
-100
-0.4% -$10K 1.73% 22
2022
Q4 		$2.18M Sell
23,123
-149
-0.6% -$14.3K 1.82% 21
2022
Q3 		$2.03M Sell
23,272
-277
-1% -$26.9K 1.75% 23
2022
Q2 		$2.18M Sell
23,549
-67
-0.3% -$6.66K 1.77% 22
2022
Q1 		$2.55M Sell
23,616
-110
-0.5% -$11.9K 1.83% 23
2021
Q4 		$2.73M Sell
23,726
-878
-4% -$100K 1.83% 22
2021
Q3 		$2.69M Sell
24,604
-244
-1% -$26.9K 1.9% 22
2021
Q2 		$2.81M Sell
24,848
-845
-3% -$94.3K 1.89% 23
2021
Q1 		$2.79M Sell
25,693
-814
-3% -$85.2K 1.99% 22
2020
Q4 		$2.44M Sell
26,507
-439
-2% -$36.1K 1.78% 23
2020
Q3 		$1.89M Buy
26,946
+176
+0.7% +$12.6K 1.56% 24
2020
Q2 		$1.83M Sell
26,770
-6,441
-19% -$407K 1.59% 22
2020
Q1 		$1.86M Sell
33,211
-5,156
-13% -$384K 1.73% 20
2019
Q4 		$3.22M Sell
38,367
-728
-2% -$58.6K 2.3% 16
2019
Q3 		$3.04M Sell
39,095
-1,175
-3% -$91K 2.28% 17
2019
Q2 		$3.15M Sell
40,270
-218
-0.5% -$16.9K 2.34% 16
2019
Q1 		$3.12M Sell
40,488
-420
-1% -$32.3K 2.35% 15
2018
Q4 		$2.83M Sell
40,908
-991
-2% -$76.6K 2.37% 16
2018
Q3 		$3.65M Sell
41,899
-2,513
-6% -$220K 2.63% 12
2018
Q2 		$3.71M Sell
44,412
-685
-2% -$55.8K 2.51% 13
2018
Q1 		$3.47M Sell
45,097
-230
-0.5% -$17.9K 2.33% 13
2017
Q4 		$3.48M Buy
45,327
+3,445
+8% +$260K 2.43% 14
2017
Q3 		$3.11M Buy
41,882
+836
+2% +$58.6K 2.32% 15
2017
Q2 		$2.88M Buy
41,046
+1,371
+3% +$94.9K 2.27% 16
2017
Q1 		$2.74M Buy
39,675
+71
+0.2% +$4.9K 2.3% 17
2016
Q4 		$2.72M Sell
39,604
-5,258
-12% -$339K 2.47% 17
2016
Q3 		$2.79M Sell
44,862
-934
-2% -$57K 2.57% 15
2016
Q2 		$2.66M Sell
45,796
-428
-0.9% -$24.4K 2.57% 16
2016
Q1 		$2.6M Buy
46,224
+2,522
+6% +$132K 2.61% 13
2015
Q4 		$2.41M Buy
+43,702
New +$2.46M 2.61% 12

Other funds holding IJR

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Colorado Capital Management's IJR Position: Q2 2026 in Review

Colorado Capital Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.6% in Q2 2026, selling an estimated $32.7K and leaving 14,491 shares worth $2.15M. The position accounts for 0.73% of the portfolio, ranked #35.

Colorado Capital Management first reported a position in IJR in Q4 2015 and has held it in 43 quarters since. The position peaked at $3.71M in Q2 2018. 571 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Colorado Capital Management held 14,491 shares of iShares Core S&P Small-Cap ETF worth $2.15M as of Q2 2026.
  • Colorado Capital Management sold 238 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $32.7K.
  • iShares Core S&P Small-Cap ETF made up 0.73% of Colorado Capital Management's portfolio in Q2 2026, its #35 holding.
  • Colorado Capital Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2015 and has held it in 43 quarters since.
  • Colorado Capital Management's iShares Core S&P Small-Cap ETF position peaked at $3.71M in Q2 2018.
  • 571 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Colorado Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.