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

Gallagher Capital 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	$3.95M	Sell	26,635 -371	-1%	-$50.9K	2.26%	14
2026 Q1	$3.36M	Sell	27,006 -100	-0.4%	-$12.7K	2.26%	16
2025 Q4	$3.26M	Buy	+27,106	New	+$3.24M	2.11%	16
2025 Q3	–	Sell	-24,164	Closed	-$2.72M	–	71
2025 Q2	$2.72M	Sell	24,164 -9,486	-28%	-$981K	2.2%	17
2025 Q1	$3.52M	Sell	33,650 -7,865	-19%	-$888K	2.68%	15
2024 Q4	$4.78M	Buy	+41,515	New	+$4.96M	3.49%	7

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Gallagher Capital Advisors's IJR Position: Q2 2026 in Review

Gallagher Capital Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.4% in Q2 2026, selling an estimated $50.9K and leaving 26,635 shares worth $3.95M. The position accounts for 2.26% of the portfolio, ranked #14.

Gallagher Capital Advisors first reported a position in IJR in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.78M in Q4 2024. 2,848 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Gallagher Capital Advisors held 26,635 shares of iShares Core S&P Small-Cap ETF worth $3.95M as of Q2 2026.
Gallagher Capital Advisors sold 371 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $50.9K.
iShares Core S&P Small-Cap ETF made up 2.26% of Gallagher Capital Advisors's portfolio in Q2 2026, its #14 holding.
Gallagher Capital Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Gallagher Capital Advisors's iShares Core S&P Small-Cap ETF position peaked at $4.78M in Q4 2024.
2,848 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Gallagher Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.