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

Edgemoor Investment 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
Q1 		$927K Hold
7,454
– – 0.07% 100
2025
Q4 		$896K Sell
7,454
-1,555
-17% -$186K 0.07% 98
2025
Q3 		$1.07M Buy
9,009
+2,004
+29% +$230K 0.08% 96
2025
Q2 		$766K Sell
7,005
-1,169
-14% -$121K 0.07% 104
2025
Q1 		$855K Sell
8,174
-2,775
-25% -$313K 0.08% 100
2024
Q4 		$1.26M Sell
10,949
-885
-7% -$106K 0.11% 86
2024
Q3 		$1.38M Sell
11,834
-2,386
-17% -$270K 0.12% 83
2024
Q2 		$1.52M Sell
14,220
-87,133
-86% -$9.32M 0.14% 75
2024
Q1 		$11.2M Buy
101,353
+1,356
+1% +$144K 1.06% 24
2023
Q4 		$10.8M Sell
99,997
-156
-0.2% -$15K 1.13% 22
2023
Q3 		$9.45M Buy
100,153
+10,978
+12% +$1.1M 1.12% 22
2023
Q2 		$8.89M Buy
89,175
+9,863
+12% +$939K 1% 25
2023
Q1 		$7.67M Buy
79,312
+3,380
+4% +$338K 0.93% 33
2022
Q4 		$7.19M Buy
75,932
+910
+1% +$87.3K 0.9% 35
2022
Q3 		$6.54M Buy
75,022
+3,353
+5% +$326K 0.87% 35
2022
Q2 		$6.62M Sell
71,669
-17
-0% -$1.69K 0.83% 39
2022
Q1 		$7.73M Buy
71,686
+1,492
+2% +$161K 0.82% 37
2021
Q4 		$8.04M Buy
70,194
+7,234
+11% +$824K 0.82% 37
2021
Q3 		$6.88M Sell
62,960
-41,927
-40% -$4.62M 0.78% 40
2021
Q2 		$11.8M Buy
104,887
+18,201
+21% +$2.03M 1.11% 34
2021
Q1 		$9.41M Buy
86,686
+32,607
+60% +$3.41M 0.94% 39
2020
Q4 		$4.97M Buy
+54,079
New +$4.44M 0.56% 50
2019
Q1 		– Sell
-29,813
Closed -$2.07M – 138
2018
Q4 		$2.07M Sell
29,813
-5,620
-16% -$434K 0.31% 68
2018
Q3 		$3.09M Buy
35,433
+4,641
+15% +$407K 0.38% 64
2018
Q2 		$2.57M Buy
30,792
+9,425
+44% +$768K 0.34% 68
2018
Q1 		$1.65M Buy
21,367
+2,825
+15% +$220K 0.22% 72
2017
Q4 		$1.46M Buy
18,542
+4,420
+31% +$333K 0.18% 74
2017
Q3 		$1.05M Buy
14,122
+3,925
+38% +$275K 0.14% 82
2017
Q2 		$715K Buy
+10,197
New +$706K 0.1% 94

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Edgemoor Investment Advisors's IJR Position: Q1 2026 in Review

Edgemoor Investment Advisors held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q1 2026 at 7,454 shares worth $927K. The position accounts for 0.07% of the portfolio, ranked #100.

Edgemoor Investment Advisors first reported a position in IJR in Q2 2017 and has held it in 29 quarters since. The position peaked at $11.8M in Q2 2021. 2,734 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Edgemoor Investment Advisors held 7,454 shares of iShares Core S&P Small-Cap ETF worth $927K as of Q1 2026.
  • Edgemoor Investment Advisors left its iShares Core S&P Small-Cap ETF share count unchanged in Q1 2026.
  • iShares Core S&P Small-Cap ETF made up 0.07% of Edgemoor Investment Advisors's portfolio in Q1 2026, its #100 holding.
  • Edgemoor Investment Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q2 2017 and has held it in 29 quarters since.
  • Edgemoor Investment Advisors's iShares Core S&P Small-Cap ETF position peaked at $11.8M in Q2 2021.
  • 2,734 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.