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 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 $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

Concurrent Investment Advisors's IJR Position: Q1 2026 in Review

Concurrent Investment Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 5% in Q1 2026, buying an estimated $2.27M and bringing the position to 376,969 shares worth $46.9M. The position accounts for 0.51% of the portfolio, ranked #29.

Concurrent Investment Advisors first reported a position in IJR in Q4 2023 and has held it in 10 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Concurrent Investment Advisors held 376,969 shares of iShares Core S&P Small-Cap ETF worth $46.9M as of Q1 2026.
Concurrent Investment Advisors bought 17,877 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $2.27M.
iShares Core S&P Small-Cap ETF made up 0.51% of Concurrent Investment Advisors's portfolio in Q1 2026, its #29 holding.
Concurrent Investment Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 10 quarters since.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.