CX Institutional
IJR icon

CX Institutional’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

CX Institutional’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
Q3 		$10.8M Sell
79,276
-185,704
-70% -$26.9M 0.29% 84
2026
Q2 		$39.3M Buy
264,980
+181,646
+218% +$24.9M 1.13% 19
2026
Q1 		$10.4M Buy
83,334
+14,593
+21% +$1.85M 0.32% 67
2025
Q4 		$8.26M Sell
68,741
-262
-0.4% -$31.3K 0.25% 103
2025
Q3 		$8.2M Buy
69,003
+4,478
+7% +$515K 0.25% 95
2025
Q2 		$7.05M Buy
64,525
+9,115
+16% +$942K 0.25% 88
2025
Q1 		$5.79M Buy
55,410
+4,007
+8% +$452K 0.22% 106
2024
Q4 		$5.92M Buy
51,403
+6,922
+16% +$827K 0.24% 99
2024
Q3 		$5.2M Sell
44,481
-13,651
-23% -$1.54M 0.23% 117
2024
Q2 		$6.2M Buy
58,132
+14,403
+33% +$1.54M 0.29% 85
2024
Q1 		$4.83M Sell
43,729
-1,609
-4% -$171K 0.23% 104
2023
Q4 		$4.91M Buy
45,338
+40,138
+772% +$3.87M 0.26% 102
2023
Q3 		$491K Sell
5,200
-77,142
-94% -$7.71M 0.03% 326
2023
Q2 		$8.21M Sell
82,342
-45,904
-36% -$4.37M 0.43% 65
2023
Q1 		$12.4M Buy
128,246
+116,454
+988% +$11.6M 0.66% 32
2022
Q4 		$1.12M Sell
11,792
-25,691
-69% -$2.46M 0.07% 261
2022
Q3 		$3.27M Sell
37,483
-50,259
-57% -$4.88M 0.23% 107
2022
Q2 		$8.11M Buy
+87,742
New +$8.73M 0.61% 37
2020
Q4 		– Sell
-74
Closed -$5K – 878
2020
Q3 		$5K Buy
74
+63
+573% +$4.52K ﹤0.01% 743
2020
Q2 		$1K Sell
11
-27,539
-100% -$1.74M ﹤0.01% 807
2020
Q1 		$1.55M Buy
27,550
+27,521
+94,900% +$2.05M 0.25% 83
2019
Q4 		$2K Sell
29
-163
-85% -$13.1K ﹤0.01% 665
2019
Q3 		$15K Sell
192
-5,927
-97% -$459K ﹤0.01% 408
2019
Q2 		$479K Buy
6,119
+5,891
+2,584% +$457K 0.08% 164
2019
Q1 		$18K Sell
228
-8,876
-97% -$682K ﹤0.01% 406
2018
Q4 		$631K Buy
9,104
+8,841
+3,362% +$683K 0.13% 120
2018
Q3 		$23K Buy
263
+35
+15% +$3.07K 0.01% 223
2018
Q2 		$19K Buy
+228
New +$18.6K 0.01% 196

Other funds holding IJR

Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Bangor Savings Bank
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

CX Institutional's IJR Position: Q3 2026 in Review

CX Institutional reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 70% in Q3 2026, selling an estimated $26.9M and leaving 79,276 shares worth $10.8M. The position accounts for 0.29% of the portfolio, ranked #84.

CX Institutional first reported a position in IJR in Q2 2018 and has held it in 28 quarters since. The position peaked at $39.3M in Q2 2026. 664 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • CX Institutional held 79,276 shares of iShares Core S&P Small-Cap ETF worth $10.8M as of Q3 2026.
  • CX Institutional sold 185,704 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $26.9M.
  • iShares Core S&P Small-Cap ETF made up 0.29% of CX Institutional's portfolio in Q3 2026, its #84 holding.
  • CX Institutional first reported a position in iShares Core S&P Small-Cap ETF in Q2 2018 and has held it in 28 quarters since.
  • CX Institutional's iShares Core S&P Small-Cap ETF position peaked at $39.3M in Q2 2026.
  • 664 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.