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

Cypress Wealth 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
2020
Q4 		– Sell
-40,640
Closed -$2.85M – 389
2020
Q3 		$2.85M Buy
+40,640
New +$2.91M 0.73% 36

Other funds holding IJR

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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
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
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Cypress Wealth Services's IJR Position: Q2 2026 in Review

Cypress Wealth Services reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.1% in Q2 2026, selling an estimated $9.61K and leaving 6,102 shares worth $905K. The position accounts for 0.11% of the portfolio, ranked #142.

Cypress Wealth Services first reported a position in IJR in Q4 2017 and has held it in 34 quarters since. The position peaked at $5.05M in Q1 2021. 1,265 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Cypress Wealth Services held 6,102 shares of iShares Core S&P Small-Cap ETF worth $905K as of Q2 2026.
  • Cypress Wealth Services sold 70 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $9.61K.
  • iShares Core S&P Small-Cap ETF made up 0.11% of Cypress Wealth Services's portfolio in Q2 2026, its #142 holding.
  • Cypress Wealth Services first reported a position in iShares Core S&P Small-Cap ETF in Q4 2017 and has held it in 34 quarters since.
  • Cypress Wealth Services's iShares Core S&P Small-Cap ETF position peaked at $5.05M in Q1 2021.
  • 1,265 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.