Cutler Investment Counsel’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Cutler Investment Counsel’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	$30.9M	Buy	208,300 +2,915	+1%	+$400K	2.91%	8
2026 Q1	$25.5M	Buy	205,385 +2,561	+1%	+$325K	2.63%	11
2025 Q4	$24.4M	Buy	202,824 +9,720	+5%	+$1.16M	2.54%	13
2025 Q3	$22.9M	Buy	193,104 +17,454	+10%	+$2.01M	2.41%	13
2025 Q2	$19.2M	Buy	175,650 +18,392	+12%	+$1.9M	2.14%	15
2025 Q1	$16.4M	Buy	157,258 +34,813	+28%	+$3.93M	1.98%	17
2024 Q4	$14.1M	Buy	122,445 +31,793	+35%	+$3.8M	1.76%	20
2024 Q3	$10.6M	Buy	90,652 +36,728	+68%	+$4.15M	1.34%	31
2024 Q2	$5.75M	Buy	53,924 +2,170	+4%	+$232K	0.78%	46
2024 Q1	$5.72M	Buy	51,754 +1,764	+4%	+$187K	0.77%	46
2023 Q4	$5.41M	Buy	49,990 +3,310	+7%	+$319K	0.77%	46
2023 Q3	$4.42M	Sell	46,680 -1,857	-4%	-$186K	0.7%	47
2023 Q2	$4.84M	Buy	48,537 +1,939	+4%	+$185K	0.73%	49
2023 Q1	$4.51M	Sell	46,598 -5,251	-10%	-$525K	0.7%	47
2022 Q4	$4.91M	Buy	51,849 +766	+1%	+$73.5K	0.75%	45
2022 Q3	$4.45M	Buy	51,083 +1,370	+3%	+$133K	0.74%	45
2022 Q2	$4.59M	Sell	49,713 -914	-2%	-$90.9K	0.72%	48
2022 Q1	$5.46M	Buy	50,627 +9,253	+22%	+$999K	0.76%	47
2021 Q4	$4.74M	Buy	41,374 +1,244	+3%	+$142K	0.71%	46
2021 Q3	$4.38M	Buy	40,130 +262	+0.7%	+$28.8K	0.69%	48
2021 Q2	$4.5M	Sell	39,868 -731	-2%	-$81.5K	0.7%	47
2021 Q1	$4.41M	Buy	40,599 +193	+0.5%	+$20.2K	0.77%	45
2020 Q4	$3.71M	Buy	40,406 +2,493	+7%	+$205K	0.68%	45
2020 Q3	$2.66M	Buy	37,913 +1,160	+3%	+$83.1K	0.52%	47
2020 Q2	$2.51M	Buy	+36,753	New	+$2.32M	0.53%	45

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Cutler Investment Counsel's IJR Position: Q2 2026 in Review

Cutler Investment Counsel increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.4% in Q2 2026, buying an estimated $400K and bringing the position to 208,300 shares worth $30.9M. The position accounts for 2.91% of the portfolio, ranked #8.

Cutler Investment Counsel first reported a position in IJR in Q2 2020 and has held it in 25 quarters since. 1,512 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Cutler Investment Counsel held 208,300 shares of iShares Core S&P Small-Cap ETF worth $30.9M as of Q2 2026.
Cutler Investment Counsel bought 2,915 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $400K.
iShares Core S&P Small-Cap ETF made up 2.91% of Cutler Investment Counsel's portfolio in Q2 2026, its #8 holding.
Cutler Investment Counsel first reported a position in iShares Core S&P Small-Cap ETF in Q2 2020 and has held it in 25 quarters since.
1,512 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Cutler Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.