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

Cumberland 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
Q2 		$8.96M Sell
60,420
-300
-0.5% -$41.2K 3.16% 9
2026
Q1 		$7.55M Sell
60,720
-155
-0.3% -$19.7K 2.95% 9
2025
Q4 		$7.32M Sell
60,875
-440
-0.7% -$52.6K 2.77% 11
2025
Q3 		$7.29M Sell
61,315
-55
-0.1% -$6.33K 2.8% 11
2025
Q2 		$6.71M Sell
61,370
-6,235
-9% -$645K 2.82% 10
2025
Q1 		$7.07M Sell
67,605
-69,435
-51% -$7.84M 3.21% 9
2024
Q4 		$15.8M Sell
137,040
-2,765
-2% -$330K 6.3% 4
2024
Q3 		$16.4M Sell
139,805
-5,550
-4% -$627K 6.5% 4
2024
Q2 		$15.5M Sell
145,355
-97,880
-40% -$10.5M 6.35% 4
2024
Q1 		$26.9M Buy
243,235
+59,616
+32% +$6.33M 10% 2
2023
Q4 		$19.9M Buy
183,619
+18,059
+11% +$1.74M 8.53% 4
2023
Q3 		$15.6M Buy
165,560
+18,390
+12% +$1.84M 6.92% 4
2023
Q2 		$14.7M Buy
147,170
+47,960
+48% +$4.57M 6.7% 5
2023
Q1 		$9.59M Buy
+99,210
New +$9.92M 3.94% 8
2018
Q1 		– Sell
-174,390
Closed -$13.4M – 42
2017
Q4 		$13.4M Buy
+174,390
New +$13.1M 7.4% 1
2017
Q3 		– Sell
-4,340
Closed -$304K – 44
2017
Q2 		$304K Hold
4,340
– – 0.18% 43
2017
Q1 		$300K Sell
4,340
-136,700
-97% -$9.43M 0.19% 35
2016
Q4 		$9.7M Sell
141,040
-126,260
-47% -$8.14M 6.91% 3
2016
Q3 		$16.6M Buy
267,300
+58,920
+28% +$3.6M 9.24% 2
2016
Q2 		$12.1M Buy
+208,380
New +$11.9M 7.46% 3

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cumberland Advisors's IJR Position: Q2 2026 in Review

Cumberland Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.49% in Q2 2026, selling an estimated $41.2K and leaving 60,420 shares worth $8.96M. The position accounts for 3.16% of the portfolio, ranked #9.

Cumberland Advisors first reported a position in IJR in Q2 2016 and has held it in 20 quarters since. The position peaked at $26.9M in Q1 2024. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Cumberland Advisors held 60,420 shares of iShares Core S&P Small-Cap ETF worth $8.96M as of Q2 2026.
  • Cumberland Advisors sold 300 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $41.2K.
  • iShares Core S&P Small-Cap ETF made up 3.16% of Cumberland Advisors's portfolio in Q2 2026, its #9 holding.
  • Cumberland Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q2 2016 and has held it in 20 quarters since.
  • Cumberland Advisors's iShares Core S&P Small-Cap ETF position peaked at $26.9M in Q1 2024.
  • 2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Cumberland Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.