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

Congress Asset 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	–	Sell	-12,158	Closed	-$1.51M	–	398
2026 Q1	$1.51M	Buy	12,158 +1,085	+10%	+$138K	0.01%	318
2025 Q4	$1.33M	Sell	11,073 -1,023	-8%	-$122K	0.01%	299
2025 Q3	$1.44M	Sell	12,096 -561	-4%	-$64.5K	0.01%	302
2025 Q2	$1.38M	Sell	12,657 -868	-6%	-$89.7K	0.01%	302
2025 Q1	$1.41M	Sell	13,525 -789	-6%	-$89K	0.01%	291
2024 Q4	$1.65M	Sell	14,314 -3,845	-21%	-$459K	0.01%	292
2024 Q3	$2.12M	Sell	18,159 -4,798	-21%	-$542K	0.01%	273
2024 Q2	$2.45M	Sell	22,957 -1,485	-6%	-$159K	0.02%	267
2024 Q1	$2.7M	Sell	24,442 -4,093	-14%	-$435K	0.02%	263
2023 Q4	$3.09M	Sell	28,535 -722	-2%	-$69.6K	0.02%	267
2023 Q3	$2.76M	Sell	29,257 -2,970	-9%	-$297K	0.02%	260
2023 Q2	$3.21M	Sell	32,227 -575	-2%	-$54.8K	0.03%	251
2023 Q1	$3.17M	Sell	32,802 -2,854	-8%	-$285K	0.03%	249
2022 Q4	$3.37M	Buy	35,656 +55	+0.2%	+$5.28K	0.03%	244
2022 Q3	$3.1M	Buy	35,601 +1,507	+4%	+$146K	0.03%	237
2022 Q2	$3.15M	Sell	34,094 -681	-2%	-$67.7K	0.03%	245
2022 Q1	$3.75M	Sell	34,775 -3,819	-10%	-$412K	0.03%	249
2021 Q4	$4.42M	Buy	38,594 +73	+0.2%	+$8.32K	0.03%	234
2021 Q3	$4.21M	Sell	38,521 -1,005	-3%	-$111K	0.03%	230
2021 Q2	$4.47M	Sell	39,526 -3,150	-7%	-$351K	0.04%	221
2021 Q1	$4.63M	Sell	42,676 -4,459	-9%	-$467K	0.04%	214
2020 Q4	$4.33M	Buy	47,135 +4,145	+10%	+$341K	0.04%	199
2020 Q3	$3.02M	Sell	42,990 -3,950	-8%	-$283K	0.03%	206
2020 Q2	$3.21M	Sell	46,940 -32,742	-41%	-$2.07M	0.04%	196
2020 Q1	$4.47M	Buy	79,682 +30,904	+63%	+$2.3M	0.07%	153
2019 Q4	$4.09M	Buy	48,778 +34,445	+240%	+$2.77M	0.05%	188
2019 Q3	$1.12M	Buy	14,333 +1,262	+10%	+$97.7K	0.01%	282
2019 Q2	$1.02M	Sell	13,071 -1,038	-7%	-$80.6K	0.01%	296
2019 Q1	$1.09M	Sell	14,109 -16,754	-54%	-$1.29M	0.01%	292
2018 Q4	$2.14M	Buy	30,863 +17,733	+135%	+$1.37M	0.03%	262
2018 Q3	$1.15M	Sell	13,130 -112	-0.8%	-$9.81K	0.01%	301
2018 Q2	$1.1M	Buy	13,242 +250	+2%	+$20.4K	0.02%	301
2018 Q1	$1M	Sell	12,992 -187	-1%	-$14.6K	0.01%	309
2017 Q4	$1.01M	Sell	13,179 -1,376	-9%	-$104K	0.01%	310
2017 Q3	$1.08M	Sell	14,555 -3,771	-21%	-$264K	0.02%	316
2017 Q2	$1.28M	Sell	18,326 -12,038	-40%	-$834K	0.02%	191
2017 Q1	$2.1M	Sell	30,364 -13,740	-31%	-$948K	0.04%	174
2016 Q4	$3.03M	Buy	44,104 +4,670	+12%	+$301K	0.06%	175
2016 Q3	$2.45M	Buy	39,434 +7,358	+23%	+$449K	0.05%	175
2016 Q2	$1.86M	Buy	32,076 +2,832	+10%	+$161K	0.04%	176
2016 Q1	$1.65M	Sell	29,244 -6,032	-17%	-$315K	0.04%	171
2015 Q4	$1.94M	Buy	35,276 +24,492	+227%	+$1.38M	0.05%	177
2015 Q3	$575K	Sell	10,784 -25,718	-70%	-$1.46M	0.01%	184
2015 Q2	$2.15M	Sell	36,502 -5,806	-14%	-$343K	0.06%	173
2015 Q1	$2.5M	Buy	42,308 +2,582	+6%	+$148K	0.06%	165
2014 Q4	$2.27M	Buy	39,726 +1,036	+3%	+$56.6K	0.06%	170
2014 Q3	$2.02M	Buy	38,690 +6,182	+19%	+$336K	0.05%	171
2014 Q2	$1.82M	Sell	32,508 -60,398	-65%	-$3.27M	0.05%	180
2014 Q1	$5.12M	Buy	92,906 +80,452	+646%	+$4.35M	0.13%	119
2013 Q4	$680K	Sell	12,454 -1,864	-13%	-$97.4K	0.02%	190
2013 Q3	$714K	Sell	14,318 -500	-3%	-$24.2K	0.02%	184
2013 Q2	$669K	Buy	+14,818	New	+$656K	0.02%	184

Other funds holding IJR

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

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

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Congress Asset Management's IJR Position: Q2 2026 in Review

Congress Asset Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2026, closing a stake of 12,158 shares — an estimated $1.51M sold.

Congress Asset Management first reported a position in IJR in Q2 2013 and held it in 52 quarters. The position peaked at $5.12M in Q1 2014. 1,062 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Congress Asset Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
Congress Asset Management sold 12,158 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $1.51M.
Congress Asset Management first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and held it in 52 quarters.
Congress Asset Management's iShares Core S&P Small-Cap ETF position peaked at $5.12M in Q1 2014.
1,062 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.