DA
IJR icon

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

Detalus 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 		– Sell
-1,689
Closed -$210K – 199
2026
Q1 		$210K Sell
1,689
-40
-2% -$5.08K 0.05% 173
2025
Q4 		$208K Buy
1,729
+3
+0.2% +$359 0.05% 164
2025
Q3 		$205K Buy
+1,726
New +$199K 0.05% 166
2025
Q1 		– Sell
-1,761
Closed -$203K – 165
2024
Q4 		$203K Buy
1,761
+11
+0.6% +$1.31K 0.07% 143
2024
Q3 		$205K Buy
+1,750
New +$198K 0.07% 147
2023
Q4 		– Sell
-2,508
Closed -$237K – 149
2023
Q3 		$237K Sell
2,508
-1,279
-34% -$128K 0.11% 115
2023
Q2 		$377K Buy
3,787
+600
+19% +$57.1K 0.17% 90
2023
Q1 		$308K Buy
3,187
+571
+22% +$57.1K 0.15% 102
2022
Q4 		$248K Sell
2,616
-174
-6% -$16.7K 0.12% 115
2022
Q3 		$243K Buy
2,790
+123
+5% +$11.9K 0.15% 107
2022
Q2 		$246K Buy
2,667
+141
+6% +$14K 0.14% 99
2022
Q1 		$273K Sell
2,526
-835
-25% -$90.1K 0.14% 90
2021
Q4 		$385K Buy
3,361
+271
+9% +$30.9K 0.18% 80
2021
Q3 		$337K Sell
3,090
-16
-0.5% -$1.76K 0.17% 87
2021
Q2 		$351K Buy
3,106
+101
+3% +$11.3K 0.19% 84
2021
Q1 		$326K Buy
3,005
+551
+22% +$57.7K 0.19% 82
2020
Q4 		$226K Buy
+2,454
New +$202K 0.14% 89
2020
Q1 		– Sell
-2,678
Closed -$225K – 96
2019
Q4 		$225K Buy
+2,678
New +$215K 0.16% 89

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

Detalus Advisors's IJR Position: Q2 2026 in Review

Detalus Advisors sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2026, closing a stake of 1,689 shares — an estimated $210K sold.

Detalus Advisors first reported a position in IJR in Q4 2019 and held it in 18 quarters. The position peaked at $385K in Q4 2021. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Detalus Advisors reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Detalus Advisors sold 1,689 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $210K.
  • Detalus Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and held it in 18 quarters.
  • Detalus Advisors's iShares Core S&P Small-Cap ETF position peaked at $385K in Q4 2021.
  • 2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Detalus Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.