EFS
IJR icon

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

Essex Financial 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
2026
Q1 		$3.1M Sell
24,963
-826
-3% -$105K 0.17% 126
2025
Q4 		$3.1M Buy
25,789
+56
+0.2% +$6.7K 0.18% 120
2025
Q3 		$3.06M Sell
25,733
-2,068
-7% -$238K 0.18% 119
2025
Q2 		$3.04M Sell
27,801
-2,760
-9% -$285K 0.2% 116
2025
Q1 		$3.2M Sell
30,561
-2,066
-6% -$233K 0.23% 97
2024
Q4 		$3.76M Sell
32,627
-490
-1% -$58.5K 0.27% 84
2024
Q3 		$3.82M Sell
33,117
-3,594
-10% -$406K 0.27% 81
2024
Q2 		$4.05M Sell
36,711
-658
-2% -$70.4K 0.3% 77
2024
Q1 		$4.13M Buy
37,369
+2,211
+6% +$235K 0.38% 62
2023
Q4 		$3.81M Sell
35,158
-312
-0.9% -$30.1K 0.39% 59
2023
Q3 		$3.35M Buy
35,470
+89
+0.3% +$8.89K 0.39% 60
2023
Q2 		$3.53M Sell
35,381
-1,815
-5% -$173K 0.4% 59
2023
Q1 		$3.6M Sell
37,196
-1,582
-4% -$158K 0.38% 70
2022
Q4 		$3.67M Sell
38,778
-1,791
-4% -$172K 0.39% 63
2022
Q3 		$3.54M Buy
40,569
+1,762
+5% +$171K 0.42% 56
2022
Q2 		$3.59M Buy
38,807
+2,238
+6% +$223K 0.4% 61
2022
Q1 		$3.94M Buy
36,569
+5,366
+17% +$579K 0.38% 66
2021
Q4 		$3.57M Buy
31,203
+1,458
+5% +$166K 0.35% 67
2021
Q3 		$3.25M Buy
29,745
+5,632
+23% +$620K 0.37% 63
2021
Q2 		$2.62M Hold
24,113
– – 0.38% 60
2021
Q1 		$2.62M Buy
24,113
+2,570
+12% +$269K 0.47% 54
2020
Q4 		$1.98M Buy
21,543
+5,701
+36% +$468K 0.39% 64
2020
Q3 		$1.11M Buy
15,842
+1,974
+14% +$141K 0.27% 87
2020
Q2 		$947K Buy
13,868
+1,213
+10% +$76.6K 0.29% 84
2020
Q1 		$710K Buy
12,655
+8,325
+192% +$620K 0.25% 97
2019
Q4 		$363K Buy
4,330
+847
+24% +$68.1K 0.1% 183
2019
Q3 		$271K Buy
+3,483
New +$270K 0.09% 202
2019
Q1 		– Sell
-7,439
Closed -$516K – 244
2018
Q4 		$516K Sell
7,439
-30,769
-81% -$2.38M 0.16% 128
2018
Q3 		$3.33M Buy
38,208
+8,333
+28% +$730K 0.73% 39
2018
Q2 		$2.49M Buy
29,875
+6,420
+27% +$523K 0.6% 45
2018
Q1 		$1.81M Buy
23,455
+19,119
+441% +$1.49M 0.35% 80
2017
Q4 		$333K Buy
4,336
+51
+1% +$3.85K 0.08% 200
2017
Q3 		$318K Sell
4,285
-18,046
-81% -$1.26M 0.08% 206
2017
Q2 		$1.57M Buy
22,331
+2,969
+15% +$206K 0.33% 76
2017
Q1 		$1.34M Sell
19,362
-768
-4% -$53K 0.31% 82
2016
Q4 		$1.38M Sell
20,130
-4,196
-17% -$271K 0.3% 83
2016
Q3 		$1.51M Buy
24,326
+6,882
+39% +$420K 0.36% 74
2016
Q2 		$1.01M Buy
17,444
+518
+3% +$29.5K 0.25% 99
2016
Q1 		$953K Sell
16,926
-22
-0.1% -$1.15K 0.24% 104
2015
Q4 		$933K Buy
16,948
+134
+0.8% +$7.55K 0.22% 110
2015
Q3 		$896K Buy
16,814
+1,044
+7% +$59.2K 0.23% 105
2015
Q2 		$929K Buy
15,770
+432
+3% +$25.5K 0.24% 105
2015
Q1 		$905K Sell
15,338
-540
-3% -$30.9K 0.23% 111
2014
Q4 		$906K Hold
15,878
– – 0.24% 107
2014
Q3 		$828K Buy
15,878
+600
+4% +$32.6K 0.25% 101
2014
Q2 		$856K Hold
15,278
– – 0.26% 97
2014
Q1 		$841K Buy
15,278
+440
+3% +$23.8K 0.27% 88
2013
Q4 		$810K Buy
14,838
+458
+3% +$23.9K 0.27% 93
2013
Q3 		$718 Sell
14,380
-240
-2% -$11.6K 0.23% 95
2013
Q2 		$660K Buy
+14,620
New +$647K 0.23% 103

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

Essex Financial Services's IJR Position: Q1 2026 in Review

Essex Financial Services reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 3.2% in Q1 2026, selling an estimated $105K and leaving 24,963 shares worth $3.1M. The position accounts for 0.17% of the portfolio, ranked #126.

Essex Financial Services first reported a position in IJR in Q2 2013 and has held it in 50 quarters since. The position peaked at $4.13M in Q1 2024. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Essex Financial Services held 24,963 shares of iShares Core S&P Small-Cap ETF worth $3.1M as of Q1 2026.
  • Essex Financial Services sold 826 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $105K.
  • iShares Core S&P Small-Cap ETF made up 0.17% of Essex Financial Services's portfolio in Q1 2026, its #126 holding.
  • Essex Financial Services first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 50 quarters since.
  • Essex Financial Services's iShares Core S&P Small-Cap ETF position peaked at $4.13M in Q1 2024.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.