Concurrent Investment Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Concurrent Investment 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 Q2	$80.4M	Buy	542,141 +165,172	+44%	+$22.7M	0.68%	19
2026 Q1	$46.9M	Buy	376,969 +17,877	+5%	+$2.27M	0.51%	29
2025 Q4	$43.2M	Buy	359,092 +228,370	+175%	+$27.3M	0.49%	34
2025 Q3	$15.5M	Sell	130,722 -2,823	-2%	-$325K	0.27%	79
2025 Q2	$14.6M	Buy	133,545 +7,453	+6%	+$770K	0.28%	79
2025 Q1	$13.2M	Sell	126,092 -24,962	-17%	-$2.82M	0.32%	63
2024 Q4	$17.4M	Sell	151,054 -2,336	-2%	-$279K	0.47%	42
2024 Q3	$17.9M	Buy	153,390 +21,368	+16%	+$2.41M	0.53%	38
2024 Q2	$14.1M	Buy	132,022 +2,371	+2%	+$254K	0.46%	45
2024 Q1	$14.3M	Buy	129,651 +1,789	+1%	+$190K	0.58%	35
2023 Q4	$13.8M	Buy	+127,862	New	+$12.3M	0.65%	28

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Concurrent Investment Advisors's IJR Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 44% in Q2 2026, buying an estimated $22.7M and bringing the position to 542,141 shares worth $80.4M. The position accounts for 0.68% of the portfolio, ranked #19.

Concurrent Investment Advisors first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. 2,851 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Concurrent Investment Advisors held 542,141 shares of iShares Core S&P Small-Cap ETF worth $80.4M as of Q2 2026.
Concurrent Investment Advisors bought 165,172 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $22.7M.
iShares Core S&P Small-Cap ETF made up 0.68% of Concurrent Investment Advisors's portfolio in Q2 2026, its #19 holding.
Concurrent Investment Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,851 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.