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

Colton Groome Financial 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 Q1	$933K	Sell	7,505 -104	-1%	-$13.2K	0.27%	58
2025 Q4	$914K	Hold	7,609	–	–	0.26%	58
2025 Q3	$904K	Sell	7,609 -25	-0.3%	-$2.88K	0.28%	61
2025 Q2	$834K	Sell	7,634 -1,057	-12%	-$109K	0.28%	56
2025 Q1	$870K	Buy	8,691 +4,525	+109%	+$511K	0.34%	50
2024 Q4	$480K	Buy	4,166 +327	+9%	+$39.1K	0.18%	69
2024 Q3	$449K	Buy	3,839 +916	+31%	+$103K	0.17%	80
2024 Q2	$312K	Sell	2,923 -163	-5%	-$17.4K	0.12%	98
2024 Q1	$341K	Sell	3,086 -3,103	-50%	-$329K	0.14%	86
2023 Q4	$670K	Sell	6,189 -4,174	-40%	-$402K	0.29%	56
2023 Q3	$978K	Sell	10,363 -16,309	-61%	-$1.63M	0.49%	46
2023 Q2	$2.66M	Buy	26,672 +11,070	+71%	+$1.05M	1.25%	21
2023 Q1	$1.51M	Sell	15,602 -58,006	-79%	-$5.8M	0.72%	37
2022 Q4	$6.97M	Buy	73,608 +17,094	+30%	+$1.64M	3.42%	4
2022 Q3	$4.93M	Sell	56,514 -2,044	-3%	-$199K	2.51%	7
2022 Q2	$5.41M	Buy	58,558 +7,918	+16%	+$787K	2.71%	7
2022 Q1	$5.46M	Buy	50,640 +47,257	+1,397%	+$5.1M	2.53%	15
2021 Q4	$387K	Sell	3,383 -8	-0.2%	-$912	0.16%	92
2021 Q3	$370K	Hold	3,391	–	–	0.16%	85
2021 Q2	$383K	Sell	3,391 -170	-5%	-$19K	0.18%	83
2021 Q1	$386K	Sell	3,561 -710	-17%	-$74.3K	0.22%	49
2020 Q4	$393K	Sell	4,271 -2,631	-38%	-$216K	0.25%	48
2020 Q3	$485K	Sell	6,902 -1,371	-17%	-$98.3K	0.34%	38
2020 Q2	$565K	Sell	8,273 -1,190	-13%	-$75.1K	0.41%	35
2020 Q1	$531K	Sell	9,463 -1,058	-10%	-$78.8K	0.44%	36
2019 Q4	$882K	Sell	10,521 -531	-5%	-$42.7K	0.63%	33
2019 Q3	$897K	Buy	11,052 +3	+0%	+$232	0.66%	34
2019 Q2	$865K	Buy	+11,049	New	+$858K	0.69%	25

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

Colton Groome Financial Advisors's IJR Position: Q1 2026 in Review

Colton Groome Financial Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.4% in Q1 2026, selling an estimated $13.2K and leaving 7,505 shares worth $933K. The position accounts for 0.27% of the portfolio, ranked #58.

Colton Groome Financial Advisors first reported a position in IJR in Q2 2019 and has held it in 28 quarters since. The position peaked at $6.97M in Q4 2022. 2,734 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Colton Groome Financial Advisors held 7,505 shares of iShares Core S&P Small-Cap ETF worth $933K as of Q1 2026.
Colton Groome Financial Advisors sold 104 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $13.2K.
iShares Core S&P Small-Cap ETF made up 0.27% of Colton Groome Financial Advisors's portfolio in Q1 2026, its #58 holding.
Colton Groome Financial Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q2 2019 and has held it in 28 quarters since.
Colton Groome Financial Advisors's iShares Core S&P Small-Cap ETF position peaked at $6.97M in Q4 2022.
2,734 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.