Csenge Advisory Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Csenge Advisory Group’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	$7.78M	Sell	52,470 -1,283	-2%	-$176K	0.32%	60
2026 Q1	$6.68M	Sell	53,753 -2,735	-5%	-$347K	0.31%	63
2025 Q4	$6.79M	Sell	56,488 -1,602	-3%	-$192K	0.31%	63
2025 Q3	$6.9M	Buy	58,090 +387	+0.7%	+$44.5K	0.33%	58
2025 Q2	$6.08M	Buy	57,703 +8,694	+18%	+$899K	0.32%	60
2025 Q1	$4.72M	Sell	49,009 -24,488	-33%	-$2.76M	0.27%	78
2024 Q4	$8.47M	Buy	73,497 +7,897	+12%	+$943K	0.46%	40
2024 Q3	$7.62M	Buy	65,600 +1,255	+2%	+$142K	0.4%	47
2024 Q2	$6.86M	Buy	64,345 +2,489	+4%	+$266K	0.39%	47
2024 Q1	$6.84M	Sell	61,856 -16,780	-21%	-$1.78M	0.38%	51
2023 Q4	$8.51M	Buy	78,636 +20,639	+36%	+$1.99M	0.53%	33
2023 Q3	$5.47M	Sell	57,997 -6,103	-10%	-$610K	0.37%	49
2023 Q2	$6.39M	Buy	64,100 +13,094	+26%	+$1.25M	0.43%	46
2023 Q1	$4.93M	Sell	51,006 -7,602	-13%	-$760K	0.36%	54
2022 Q4	$5.55M	Buy	58,608 +6,560	+13%	+$629K	0.43%	44
2022 Q3	$4.54M	Sell	52,048 -2,175	-4%	-$211K	0.38%	59
2022 Q2	$5.01M	Sell	54,223 -19,672	-27%	-$1.96M	0.42%	53
2022 Q1	$7.97M	Buy	73,895 +55,682	+306%	+$6.01M	0.63%	28
2021 Q4	$2.07M	Sell	18,213 -46,548	-72%	-$5.3M	0.18%	103
2021 Q3	$7.21M	Buy	64,761 +46,548	+256%	+$5.13M	0.61%	30
2021 Q2	$2.07M	Sell	18,213 -6,507	-26%	-$726K	0.18%	103
2021 Q1	$2.71M	Sell	24,720 -5,474	-18%	-$573K	0.28%	72
2020 Q4	$2.77M	Buy	30,194 +22,503	+293%	+$1.85M	0.33%	56
2020 Q3	$565K	Sell	7,691 -674	-8%	-$48.3K	0.08%	200
2020 Q2	$571K	Buy	8,365 +3,495	+72%	+$221K	0.08%	169
2020 Q1	$273K	Sell	4,870 -976	-17%	-$72.7K	0.07%	229
2019 Q4	$490K	Hold	5,846	–	–	0.12%	159
2019 Q3	$455K	Buy	+5,846	New	+$453K	0.12%	158
2019 Q2	–	Sell	-27,573	Closed	-$2.13M	–	208
2019 Q1	$2.13M	Sell	27,573 -1,192	-4%	-$91.5K	0.73%	24
2018 Q4	$1.99M	Buy	28,765 +5,254	+22%	+$406K	0.73%	28
2018 Q3	$1.83M	Buy	23,511 +20,564	+698%	+$1.8M	0.71%	27
2018 Q2	$246K	Buy	+2,947	New	+$240K	0.09%	208

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

Csenge Advisory Group's IJR Position: Q2 2026 in Review

Csenge Advisory Group reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 2.4% in Q2 2026, selling an estimated $176K and leaving 52,470 shares worth $7.78M. The position accounts for 0.32% of the portfolio, ranked #60.

Csenge Advisory Group first reported a position in IJR in Q2 2018 and has held it in 32 quarters since. The position peaked at $8.51M in Q4 2023. 2,842 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Csenge Advisory Group held 52,470 shares of iShares Core S&P Small-Cap ETF worth $7.78M as of Q2 2026.
Csenge Advisory Group sold 1,283 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $176K.
iShares Core S&P Small-Cap ETF made up 0.32% of Csenge Advisory Group's portfolio in Q2 2026, its #60 holding.
Csenge Advisory Group first reported a position in iShares Core S&P Small-Cap ETF in Q2 2018 and has held it in 32 quarters since.
Csenge Advisory Group's iShares Core S&P Small-Cap ETF position peaked at $8.51M in Q4 2023.
2,842 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.