Commonwealth Equity Services’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
Q1 | $336M | Sell |
2,699,487
-403,813
| -13% | -$51.3M | 0.47% | 29 |
|
|
2025
Q4 | $373M | Sell |
3,103,300
-343,199
| -10% | -$41M | 0.5% | 27 |
|
|
2025
Q3 | $410M | Sell |
3,446,499
-278,529
| -7% | -$32M | 0.53% | 23 |
|
|
2025
Q2 | $407M | Sell |
3,725,028
-459,058
| -11% | -$47.5M | 0.54% | 22 |
|
|
2025
Q1 | $438M | Buy |
4,184,086
+82,646
| +2% | +$9.33M | 0.62% | 19 |
|
|
2024
Q4 | $473M | Buy |
4,101,440
+240,976
| +6% | +$28.8M | 0.69% | 18 |
|
|
2024
Q3 | $452M | Buy |
3,860,464
+48,296
| +1% | +$5.46M | 0.68% | 16 |
|
|
2024
Q2 | $407M | Buy |
3,812,168
+63,749
| +2% | +$6.82M | 0.64% | 18 |
|
|
2024
Q1 | $414M | Buy |
3,748,419
+159,618
| +4% | +$16.9M | 0.69% | 16 |
|
|
2023
Q4 | $388M | Buy |
3,588,801
+47,356
| +1% | +$4.56M | 0.71% | 16 |
|
|
2023
Q3 | $334M | Sell |
3,541,445
-178,868
| -5% | -$17.9M | 0.69% | 17 |
|
|
2023
Q2 | $371M | Buy |
3,720,313
+496,028
| +15% | +$47.2M | 0.75% | 17 |
|
|
2023
Q1 | $312K | Sell |
3,224,285
-38,798
| -1% | -$3.88M | 0.65% | 19 |
|
|
2022
Q4 | $309M | Buy |
3,263,083
+109,437
| +3% | +$10.5M | 0.74% | 18 |
|
|
2022
Q3 | $275M | Buy |
3,153,646
+77,971
| +3% | +$7.57M | 0.71% | 19 |
|
|
2022
Q2 | $284M | Buy |
3,075,675
+32,768
| +1% | +$3.26M | 0.74% | 18 |
|
|
2022
Q1 | $328M | Buy |
3,042,907
+216,821
| +8% | +$23.4M | 0.75% | 18 |
|
|
2021
Q4 | $324M | Buy |
2,826,086
+29,552
| +1% | +$3.37M | 0.73% | 18 |
|
|
2021
Q3 | $305M | Buy |
2,796,534
+98,098
| +4% | +$10.8M | 0.77% | 15 |
|
|
2021
Q2 | $305M | Buy |
2,698,436
+103,219
| +4% | +$11.5M | 0.77% | 15 |
|
|
2021
Q1 | $282M | Buy |
2,595,217
+79,747
| +3% | +$8.35M | 0.8% | 14 |
|
|
2020
Q4 | $231M | Sell |
2,515,470
-309,055
| -11% | -$25.4M | 0.7% | 19 |
|
|
2020
Q3 | $198M | Sell |
2,824,525
-86,145
| -3% | -$6.17M | 0.68% | 21 |
|
|
2020
Q2 | $199M | Buy |
2,910,670
+91,255
| +3% | +$5.76M | 0.75% | 20 |
|
|
2020
Q1 | $158M | Sell |
2,819,415
-176,131
| -6% | -$13.1M | 0.74% | 22 |
|
|
2019
Q4 | $251M | Buy |
2,995,546
+87,474
| +3% | +$7.04M | 0.96% | 14 |
|
|
2019
Q3 | $226M | Sell |
2,908,072
-69,324
| -2% | -$5.37M | 0.97% | 14 |
|
|
2019
Q2 | $233M | Buy |
2,977,396
+27,194
| +0.9% | +$2.11M | 1.03% | 12 |
|
|
2019
Q1 | $228M | Buy |
2,950,202
+268,537
| +10% | +$20.6M | 1.05% | 12 |
|
|
2018
Q4 | $186M | Buy |
2,681,665
+85,554
| +3% | +$6.61M | 0.99% | 12 |
|
|
2018
Q3 | $226M | Buy |
2,596,111
+134,573
| +5% | +$11.8M | 1.08% | 11 |
|
|
2018
Q2 | $205M | Buy |
2,461,538
+314,211
| +15% | +$25.6M | 1.07% | 10 |
|
|
2018
Q1 | $165M | Sell |
2,147,327
-62,743
| -3% | -$4.88M | 0.9% | 13 |
|
|
2017
Q4 | $170M | Buy |
2,210,070
+117,771
| +6% | +$8.88M | 0.93% | 13 |
|
|
2017
Q3 | $155M | Buy |
2,092,299
+150,772
| +8% | +$10.6M | 0.93% | 12 |
|
|
2017
Q2 | $136M | Buy |
1,941,527
+83,132
| +4% | +$5.76M | 0.86% | 15 |
|
|
2017
Q1 | $129M | Buy |
1,858,395
+238,595
| +15% | +$16.5M | 0.86% | 15 |
|
|
2016
Q4 | $111M | Buy |
1,619,800
+227,214
| +16% | +$14.7M | 0.82% | 18 |
|
|
2016
Q3 | $86.4M | Buy |
1,392,586
+280,298
| +25% | +$17.1M | 0.69% | 27 |
|
|
2016
Q2 | $64.6M | Buy |
1,112,288
+58,504
| +6% | +$3.34M | 0.54% | 35 |
|
|
2016
Q1 | $59.3M | Buy |
1,053,784
+173,266
| +20% | +$9.04M | 0.53% | 37 |
|
|
2015
Q4 | $48.5M | Buy |
880,518
+80,244
| +10% | +$4.52M | 0.46% | 41 |
|
|
2015
Q3 | $42.6M | Sell |
800,274
-97,714
| -11% | -$5.54M | 0.45% | 41 |
|
|
2015
Q2 | $52.9M | Buy |
897,988
+84,170
| +10% | +$4.98M | 0.53% | 34 |
|
|
2015
Q1 | $48M | Buy |
813,818
+24,628
| +3% | +$1.41M | 0.5% | 36 |
|
|
2014
Q4 | $45M | Buy |
789,190
+181,120
| +30% | +$9.89M | 0.5% | 36 |
|
|
2014
Q3 | $31.7M | Sell |
608,070
-159,096
| -21% | -$8.66M | 0.39% | 52 |
|
|
2014
Q2 | $43M | Buy |
767,166
+117,648
| +18% | +$6.36M | 0.52% | 34 |
|
|
2014
Q1 | $35.8M | Sell |
649,518
-96,334
| -13% | -$5.21M | 0.49% | 37 |
|
|
2013
Q4 | $40.7M | Buy |
745,852
+105,522
| +16% | +$5.52M | 0.59% | 30 |
|
|
2013
Q3 | $32M | Buy |
640,330
+12,654
| +2% | +$611K | 0.52% | 38 |
|
|
2013
Q2 | $28.3M | Buy |
+627,676
| New | +$27.8M | 0.5% | 43 |
|
Other funds holding IJR
Commonwealth Equity Services's IJR Position: Q1 2026 in Review
Commonwealth Equity Services reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 13% in Q1 2026, selling an estimated $51.3M and leaving 2,699,487 shares worth $336M. The position accounts for 0.47% of the portfolio, ranked #29.
Commonwealth Equity Services first reported a position in IJR in Q2 2013 and has held it in 52 quarters since. The position peaked at $473M in Q4 2024. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.
- Commonwealth Equity Services held 2,699,487 shares of iShares Core S&P Small-Cap ETF worth $336M as of Q1 2026.
- Commonwealth Equity Services sold 403,813 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $51.3M.
- iShares Core S&P Small-Cap ETF made up 0.47% of Commonwealth Equity Services's portfolio in Q1 2026, its #29 holding.
- Commonwealth Equity Services first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 52 quarters since.
- Commonwealth Equity Services's iShares Core S&P Small-Cap ETF position peaked at $473M in Q4 2024.
- 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.
Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.