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

Gallagher Fiduciary 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	$270K	Sell	1,820 -49	-3%	-$6.72K	0.01%	310
2026 Q1	$232K	Buy	1,869 +34	+2%	+$4.32K	0.01%	300
2025 Q4	$220K	Buy	1,835 +4	+0.2%	+$478	0.01%	310
2025 Q3	$218K	Sell	1,831 -251	-12%	-$28.9K	0.01%	289
2025 Q2	$227K	Sell	2,082 -25	-1%	-$2.58K	0.01%	287
2025 Q1	$220K	Sell	2,107 -299	-12%	-$33.7K	0.01%	274
2024 Q4	$277K	Buy	2,406 +132	+6%	+$15.8K	0.05%	227
2024 Q3	$266K	Sell	2,274 -54	-2%	-$6.1K	0.05%	216
2024 Q2	$248K	Sell	2,328 -359	-13%	-$38.4K	0.06%	195
2024 Q1	$297K	Sell	2,687 -234	-8%	-$24.8K	0.01%	151
2023 Q4	$316K	Sell	2,921 -535	-15%	-$51.6K	0.01%	137
2023 Q3	$326K	Sell	3,456 -857	-20%	-$85.6K	0.03%	117
2023 Q2	$430K	Sell	4,313 -6,459	-60%	-$615K	0.03%	134
2023 Q1	$1.04M	Buy	+10,772	New	+$1.08M	0.09%	59

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 Fiduciary Advisors's IJR Position: Q2 2026 in Review

Gallagher Fiduciary Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 2.6% in Q2 2026, selling an estimated $6.72K and leaving 1,820 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #310.

Gallagher Fiduciary Advisors first reported a position in IJR in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.04M in Q1 2023. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Gallagher Fiduciary Advisors held 1,820 shares of iShares Core S&P Small-Cap ETF worth $270K as of Q2 2026.
Gallagher Fiduciary Advisors sold 49 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $6.72K.
iShares Core S&P Small-Cap ETF made up 0.01% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #310 holding.
Gallagher Fiduciary Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q1 2023 and has held it in 14 quarters since.
Gallagher Fiduciary Advisors's iShares Core S&P Small-Cap ETF position peaked at $1.04M in Q1 2023.
2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.