Consolidated Portfolio Review Corp’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Consolidated Portfolio Review Corp’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	$31M	Sell	209,352 -2,395	-1%	-$329K	2.59%	9
2026 Q1	$26.3M	Hold	211,747	–	–	2.4%	10
2025 Q4	$25.4M	Buy	211,747 +173,129	+448%	+$20.7M	2.2%	10
2025 Q3	$4.59M	Sell	38,618 -523	-1%	-$60.1K	0.58%	40
2025 Q2	$4.28M	Sell	39,141 -1,771	-4%	-$183K	0.59%	42
2025 Q1	$4.28M	Buy	40,912 +506	+1%	+$57.1K	0.69%	30
2024 Q4	$4.66M	Buy	40,406 +24,990	+162%	+$2.99M	0.74%	28
2024 Q3	$1.8M	Buy	15,416 +1,570	+11%	+$177K	0.4%	61
2024 Q2	$1.48M	Buy	13,846 +2,307	+20%	+$247K	0.34%	73
2024 Q1	$1.28M	Sell	11,539 -1,671	-13%	-$177K	0.33%	82
2023 Q4	$1.43M	Sell	13,210 -529	-4%	-$51K	0.33%	80
2023 Q3	$1.3M	Sell	13,739 -4,946	-26%	-$494K	0.31%	87
2023 Q2	$1.86M	Sell	18,685 -746	-4%	-$71K	0.44%	62
2023 Q1	$1.88M	Buy	+19,431	New	+$1.94M	0.51%	54

Other funds holding IJR

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Consolidated Portfolio Review Corp's IJR Position: Q2 2026 in Review

Consolidated Portfolio Review Corp reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.1% in Q2 2026, selling an estimated $329K and leaving 209,352 shares worth $31M. The position accounts for 2.59% of the portfolio, ranked #9.

Consolidated Portfolio Review Corp first reported a position in IJR in Q1 2023 and has held it in 14 quarters since. 1,195 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Consolidated Portfolio Review Corp held 209,352 shares of iShares Core S&P Small-Cap ETF worth $31M as of Q2 2026.
Consolidated Portfolio Review Corp sold 2,395 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $329K.
iShares Core S&P Small-Cap ETF made up 2.59% of Consolidated Portfolio Review Corp's portfolio in Q2 2026, its #9 holding.
Consolidated Portfolio Review Corp first reported a position in iShares Core S&P Small-Cap ETF in Q1 2023 and has held it in 14 quarters since.
1,195 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Consolidated Portfolio Review Corp's 13F filing for Q2 2026, filed 23 Jul 2026.