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Eagle Strategies’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Eagle Strategies’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 		$2.58M Buy
17,374
+3,694
+27% +$507K 0.26% 81
2026
Q1 		$1.7M Buy
13,680
+129
+1% +$16.4K 0.2% 100
2025
Q4 		$1.63M Buy
13,551
+579
+4% +$69.2K 0.21% 98
2025
Q3 		$1.54M Sell
12,972
-138
-1% -$15.9K 0.21% 99
2025
Q2 		$1.43M Buy
13,110
+192
+1% +$19.8K 0.22% 94
2025
Q1 		$1.35M Buy
12,918
+2,198
+21% +$248K 0.23% 90
2024
Q4 		$1.24M Buy
10,720
+313
+3% +$37.4K 0.21% 88
2024
Q3 		$1.22M Buy
10,407
+1,446
+16% +$163K 0.22% 88
2024
Q2 		$956K Sell
8,961
-17,287
-66% -$1.85M 0.18% 97
2024
Q1 		$2.9M Buy
26,248
+18,398
+234% +$1.95M 0.64% 37
2023
Q4 		$850K Buy
7,850
+5
+0.1% +$482 0.18% 95
2023
Q3 		$740K Buy
7,845
+4,000
+104% +$400K 0.18% 94
2023
Q2 		$383K Sell
3,845
-87
-2% -$8.28K 0.09% 132
2023
Q1 		$380K Sell
3,932
-87
-2% -$8.7K 0.1% 130
2022
Q4 		$380K Buy
+4,019
New +$385K 0.11% 115
2022
Q3 		– Sell
-3,879
Closed -$358K – 121
2022
Q2 		$358K Buy
3,879
+81
+2% +$8.05K 0.13% 106
2022
Q1 		$410K Sell
3,798
-114
-3% -$12.3K 0.16% 93
2021
Q4 		$448K Buy
+3,912
New +$446K 0.17% 92

Other funds holding IJR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
Commonwealth Equity Services
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Eagle Strategies's IJR Position: Q2 2026 in Review

Eagle Strategies increased its iShares Core S&P Small-Cap ETF (IJR) stake by 27% in Q2 2026, buying an estimated $507K and bringing the position to 17,374 shares worth $2.58M. The position accounts for 0.26% of the portfolio, ranked #81.

Eagle Strategies first reported a position in IJR in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.9M in Q1 2024. 1,585 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Eagle Strategies held 17,374 shares of iShares Core S&P Small-Cap ETF worth $2.58M as of Q2 2026.
  • Eagle Strategies bought 3,694 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $507K.
  • iShares Core S&P Small-Cap ETF made up 0.26% of Eagle Strategies's portfolio in Q2 2026, its #81 holding.
  • Eagle Strategies first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • Eagle Strategies's iShares Core S&P Small-Cap ETF position peaked at $2.9M in Q1 2024.
  • 1,585 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.