Connors Investor Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Connors Investor Services’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	$1.11M	Buy	7,517 +968	+15%	+$133K	0.1%	103
2026 Q1	$814K	Buy	6,549 +85	+1%	+$10.8K	0.08%	104
2025 Q4	$777K	Buy	6,464 +691	+12%	+$82.6K	0.07%	96
2025 Q3	$686K	Buy	5,773 +95	+2%	+$10.9K	0.06%	94
2025 Q2	$621K	Buy	5,678 +3,350	+144%	+$346K	0.06%	100
2025 Q1	$243K	Buy	2,328 +197	+9%	+$22.2K	0.02%	125
2024 Q4	$246K	Hold	2,131	–	–	0.02%	131
2024 Q3	$249K	Hold	2,131	–	–	0.02%	133
2024 Q2	$227K	Sell	2,131 -188	-8%	-$20.1K	0.02%	131
2024 Q1	$256K	Hold	2,319	–	–	0.03%	131
2023 Q4	$251K	Sell	2,319 -35	-1%	-$3.37K	0.03%	124
2023 Q3	$222K	Hold	2,354	–	–	0.03%	132
2023 Q2	$235K	Hold	2,354	–	–	0.03%	135
2023 Q1	$228K	Hold	2,354	–	–	0.03%	142
2022 Q4	$223K	Hold	2,354	–	–	0.03%	137
2022 Q3	$205K	Hold	2,354	–	–	0.03%	133
2022 Q2	$218K	Hold	2,354	–	–	0.03%	132
2022 Q1	$254K	Hold	2,354	–	–	0.03%	136
2021 Q4	$270K	Buy	2,354 +90	+4%	+$10.3K	0.03%	132
2021 Q3	$247K	Sell	2,264 -130	-5%	-$14.3K	0.03%	144
2021 Q2	$270K	Hold	2,394	–	–	0.03%	136
2021 Q1	$260K	Buy	+2,394	New	+$251K	0.03%	135
2017 Q4	–	Sell	-13,870	Closed	-$1.03M	–	152
2017 Q3	$1.03M	Hold	13,870	–	–	0.16%	92
2017 Q2	$972K	Hold	13,870	–	–	0.15%	93
2017 Q1	$959K	Sell	13,870 -2,840	-17%	-$196K	0.16%	93
2016 Q4	$1.15M	Hold	16,710	–	–	0.2%	93
2016 Q3	$1.04M	Hold	16,710	–	–	0.18%	93
2016 Q2	$971K	Sell	16,710 -300	-2%	-$17.1K	0.19%	91
2016 Q1	$957K	Buy	+17,010	New	+$888K	0.19%	92
2015 Q4	–	Sell	-17,010	Closed	-$906K	–	156
2015 Q3	$906K	Buy	17,010 +600	+4%	+$34K	0.2%	91
2015 Q2	$967K	Buy	16,410 +510	+3%	+$30.2K	0.2%	92
2015 Q1	$938K	Buy	+15,900	New	+$911K	0.2%	90

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 22.96% 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

Connors Investor Services's IJR Position: Q2 2026 in Review

Connors Investor Services increased its iShares Core S&P Small-Cap ETF (IJR) stake by 15% in Q2 2026, buying an estimated $133K and bringing the position to 7,517 shares worth $1.11M. The position accounts for 0.1% of the portfolio, ranked #103.

Connors Investor Services first reported a position in IJR in Q1 2015 and has held it in 32 quarters since. The position peaked at $1.15M in Q4 2016. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Connors Investor Services held 7,517 shares of iShares Core S&P Small-Cap ETF worth $1.11M as of Q2 2026.
Connors Investor Services bought 968 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $133K.
iShares Core S&P Small-Cap ETF made up 0.1% of Connors Investor Services's portfolio in Q2 2026, its #103 holding.
Connors Investor Services first reported a position in iShares Core S&P Small-Cap ETF in Q1 2015 and has held it in 32 quarters since.
Connors Investor Services's iShares Core S&P Small-Cap ETF position peaked at $1.15M in Q4 2016.
2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Connors Investor Services's 13F filing for Q2 2026, filed 14 Aug 2026.