CFS
IJR icon

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

CRA Financial 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
Q1 		$2.56M Sell
20,592
-1,307
-6% -$166K 0.33% 67
2025
Q4 		$2.63M Sell
21,899
-952
-4% -$114K 0.34% 62
2025
Q3 		$2.72M Sell
22,851
-85
-0.4% -$9.78K 0.37% 54
2025
Q2 		$2.51M Sell
22,936
-298
-1% -$30.8K 0.38% 53
2025
Q1 		$2.43M Sell
23,234
-752
-3% -$84.9K 0.42% 49
2024
Q4 		$2.76M Sell
23,986
-1,422
-6% -$170K 0.47% 44
2024
Q3 		$2.97M Sell
25,408
-1,003
-4% -$113K 0.55% 39
2024
Q2 		$2.82M Buy
26,411
+81
+0.3% +$8.67K 0.57% 37
2024
Q1 		$2.91M Buy
26,330
+849
+3% +$90.2K 0.63% 34
2023
Q4 		$2.76M Sell
25,481
-193
-0.8% -$18.6K 0.67% 29
2023
Q3 		$2.42M Buy
25,674
+257
+1% +$25.7K 0.67% 30
2023
Q2 		$2.53M Sell
25,417
-141
-0.6% -$13.4K 0.68% 31
2023
Q1 		$2.47M Buy
25,558
+129
+0.5% +$12.9K 0.73% 30
2022
Q4 		$2.41M Sell
25,429
-661
-3% -$63.4K 0.79% 26
2022
Q3 		$2.27M Buy
26,090
+679
+3% +$66K 0.82% 22
2022
Q2 		$2.35M Buy
25,411
+2,260
+10% +$225K 0.8% 22
2022
Q1 		$2.5M Buy
23,151
+281
+1% +$30.3K 0.75% 24
2021
Q4 		$2.62M Buy
22,870
+591
+3% +$67.4K 0.78% 20
2021
Q3 		$2.43M Sell
22,279
-315
-1% -$34.7K 0.82% 20
2021
Q2 		$2.55M Sell
22,594
-356
-2% -$39.7K 0.89% 20
2021
Q1 		$2.49M Sell
22,950
-524
-2% -$54.8K 0.96% 19
2020
Q4 		$2.16M Sell
23,474
-444
-2% -$36.5K 0.91% 24
2020
Q3 		$1.68M Sell
23,918
-1,289
-5% -$92.4K 0.8% 26
2020
Q2 		$1.72M Sell
25,207
-18,363
-42% -$1.16M 0.91% 23
2020
Q1 		$2.44M Sell
43,570
-497
-1% -$37K 1.56% 14
2019
Q4 		$3.69M Sell
44,067
-1,218
-3% -$98K 2.02% 10
2019
Q3 		$3.52M Sell
45,285
-82
-0.2% -$6.35K 2.13% 9
2019
Q2 		$3.55M Buy
45,367
+337
+0.7% +$26.2K 2.13% 10
2019
Q1 		$3.47M Sell
45,030
-3,792
-8% -$291K 2.26% 10
2018
Q4 		$3.38M Buy
+48,822
New +$3.77M 2.44% 7

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

CRA Financial Services's IJR Position: Q1 2026 in Review

CRA Financial Services reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 6% in Q1 2026, selling an estimated $166K and leaving 20,592 shares worth $2.56M. The position accounts for 0.33% of the portfolio, ranked #67.

CRA Financial Services first reported a position in IJR in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.69M in Q4 2019. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • CRA Financial Services held 20,592 shares of iShares Core S&P Small-Cap ETF worth $2.56M as of Q1 2026.
  • CRA Financial Services sold 1,307 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $166K.
  • iShares Core S&P Small-Cap ETF made up 0.33% of CRA Financial Services's portfolio in Q1 2026, its #67 holding.
  • CRA Financial Services first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • CRA Financial Services's iShares Core S&P Small-Cap ETF position peaked at $3.69M in Q4 2019.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on CRA Financial Services's 13F filing for Q1 2026, filed 9 Apr 2026.