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

Cora Capital 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 		$1.95M Sell
15,647
-504
-3% -$64K 0.64% 24
2025
Q4 		$1.94M Sell
16,151
-806
-5% -$96.4K 0.76% 25
2025
Q3 		$2.01M Sell
16,957
-536
-3% -$61.6K 0.86% 24
2025
Q2 		$1.91M Sell
17,493
-2,361
-12% -$244K 0.85% 23
2025
Q1 		$2.08M Sell
19,854
-76
-0.4% -$8.58K 1% 21
2024
Q4 		$2.3M Buy
19,930
+496
+3% +$59.3K 1.11% 20
2024
Q3 		$2.27M Buy
19,434
+660
+4% +$74.6K 1.12% 20
2024
Q2 		$2M Sell
18,774
-467
-2% -$50K 1.03% 23
2024
Q1 		$2.13M Sell
19,241
-795
-4% -$84.4K 1.14% 23
2023
Q4 		$2.17M Sell
20,036
-1,225
-6% -$118K 1.28% 21
2023
Q3 		$2.01M Sell
21,261
-1,653
-7% -$165K 1.35% 21
2023
Q2 		$2.28M Sell
22,914
-7,493
-25% -$713K 1.52% 19
2023
Q1 		$2.94M Sell
30,407
-96,422
-76% -$9.64M 2.19% 13
2022
Q4 		$12M Buy
+126,829
New +$12.2M 8.26% 4

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cora Capital Advisors's IJR Position: Q1 2026 in Review

Cora Capital Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 3.1% in Q1 2026, selling an estimated $64K and leaving 15,647 shares worth $1.95M. The position accounts for 0.64% of the portfolio, ranked #24.

Cora Capital Advisors first reported a position in IJR in Q4 2022 and has held it in 14 quarters since. The position peaked at $12M in Q4 2022. 2,734 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Cora Capital Advisors held 15,647 shares of iShares Core S&P Small-Cap ETF worth $1.95M as of Q1 2026.
  • Cora Capital Advisors sold 504 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $64K.
  • iShares Core S&P Small-Cap ETF made up 0.64% of Cora Capital Advisors's portfolio in Q1 2026, its #24 holding.
  • Cora Capital Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • Cora Capital Advisors's iShares Core S&P Small-Cap ETF position peaked at $12M in Q4 2022.
  • 2,734 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Cora Capital Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.