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

Empirical Wealth Management’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	$21.4M	Buy	144,071 +12,449	+9%	+$1.71M	0.31%	63
2026 Q1	$16.4M	Buy	131,622 +5,214	+4%	+$662K	0.28%	64
2025 Q4	$15.2M	Buy	126,408 +14,463	+13%	+$1.73M	0.27%	69
2025 Q3	$13.3M	Buy	111,945 +10,185	+10%	+$1.17M	0.27%	74
2025 Q2	$11.1M	Buy	101,760 +3,334	+3%	+$345K	0.25%	78
2025 Q1	$10.3M	Buy	98,426 +5,607	+6%	+$633K	0.26%	81
2024 Q4	$10.7M	Buy	92,819 +5,246	+6%	+$627K	0.29%	71
2024 Q3	$10.2M	Buy	87,573 +14,049	+19%	+$1.59M	0.29%	76
2024 Q2	$7.84M	Buy	73,524 +8,178	+13%	+$875K	0.23%	81
2024 Q1	$7.22M	Buy	65,346 +4,923	+8%	+$523K	0.22%	89
2023 Q4	$6.54M	Buy	60,423 +9,466	+19%	+$912K	0.22%	93
2023 Q3	$4.81M	Buy	50,957 +12,188	+31%	+$1.22M	0.19%	95
2023 Q2	$3.86M	Buy	38,769 +27,378	+240%	+$2.61M	0.16%	108
2023 Q1	$1.1M	Buy	11,391 +1,293	+13%	+$129K	0.05%	203
2022 Q4	$956K	Sell	10,098 -1,587	-14%	-$152K	0.05%	214
2022 Q3	$1.02M	Buy	11,685 +127	+1%	+$12.3K	0.05%	193
2022 Q2	$1.07M	Buy	11,558 +1,650	+17%	+$164K	0.06%	190
2022 Q1	$1.07M	Sell	9,908 -2,344	-19%	-$253K	0.05%	203
2021 Q4	$1.4M	Buy	12,252 +799	+7%	+$91.1K	0.07%	166
2021 Q3	$1.25M	Buy	11,453 +2,684	+31%	+$296K	0.07%	163
2021 Q2	$991K	Buy	8,769 +3,158	+56%	+$352K	0.06%	189
2021 Q1	$609K	Sell	5,611 -860	-13%	-$90K	0.05%	222
2020 Q4	$595K	Buy	6,471 +1,102	+21%	+$90.5K	0.05%	224
2020 Q3	$377K	Buy	5,369 +141	+3%	+$10.1K	0.03%	250
2020 Q2	$357K	Sell	5,228 -5,732	-52%	-$362K	0.03%	257
2020 Q1	$615K	Sell	10,960 -2,068	-16%	-$154K	0.07%	152
2019 Q4	$1.09M	Buy	13,028 +2,583	+25%	+$208K	0.12%	116
2019 Q3	$813K	Buy	10,445 +1,715	+20%	+$133K	0.1%	127
2019 Q2	$683K	Buy	8,730 +3,416	+64%	+$265K	0.09%	126
2019 Q1	$410K	Sell	5,314 -114	-2%	-$8.75K	0.06%	153
2018 Q4	$376K	Sell	5,428 -853	-14%	-$65.9K	0.06%	140
2018 Q3	$548K	Buy	6,281 +1,055	+20%	+$92.4K	0.1%	112
2018 Q2	$436K	Buy	5,226 +54	+1%	+$4.4K	0.08%	118
2018 Q1	$398K	Sell	5,172 -43	-0.8%	-$3.35K	0.08%	110
2017 Q4	$401K	Buy	5,215 +1,072	+26%	+$80.8K	0.09%	99
2017 Q3	$307K	Hold	4,143	–	–	0.07%	105
2017 Q2	$290K	Hold	4,143	–	–	0.07%	110
2017 Q1	$287K	Sell	4,143 -2,317	-36%	-$160K	0.07%	105
2016 Q4	$444K	Buy	6,460 +884	+16%	+$57K	0.11%	82
2016 Q3	$346K	Buy	5,576 +200	+4%	+$12.2K	0.09%	84
2016 Q2	$312K	Buy	+5,376	New	+$306K	0.08%	87
2016 Q1	–	Sell	-5,114	Closed	-$282K	–	107
2015 Q4	$282K	Sell	5,114 -36	-0.7%	-$2.03K	0.07%	88
2015 Q3	$274K	Buy	5,150 +36	+0.7%	+$2.04K	0.06%	99
2015 Q2	$301K	Hold	5,114	–	–	0.07%	104
2015 Q1	$302K	Hold	5,114	–	–	0.07%	83
2014 Q4	$292K	Hold	5,114	–	–	0.07%	84
2014 Q3	$267K	Buy	5,114 +70	+1%	+$3.81K	0.06%	89
2014 Q2	$283K	Sell	5,044 -230	-4%	-$12.4K	0.07%	83
2014 Q1	$290K	Buy	+5,274	New	+$285K	0.08%	80

Other funds holding IJR

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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 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

Empirical Wealth Management's IJR Position: Q2 2026 in Review

Empirical Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 9.5% in Q2 2026, buying an estimated $1.71M and bringing the position to 144,071 shares worth $21.4M. The position accounts for 0.31% of the portfolio, ranked #63.

Empirical Wealth Management first reported a position in IJR in Q1 2014 and has held it in 49 quarters since. 1,329 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Empirical Wealth Management held 144,071 shares of iShares Core S&P Small-Cap ETF worth $21.4M as of Q2 2026.
Empirical Wealth Management bought 12,449 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $1.71M.
iShares Core S&P Small-Cap ETF made up 0.31% of Empirical Wealth Management's portfolio in Q2 2026, its #63 holding.
Empirical Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2014 and has held it in 49 quarters since.
1,329 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.