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Galvin Gaustad & Stein’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Galvin Gaustad & Stein’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 		$8.68M Buy
58,550
+25,128
+75% +$3.45M 0.64% 53
2026
Q1 		$4.15M Sell
33,422
-83,582
-71% -$10.6M 0.33% 69
2025
Q4 		$14.1M Sell
117,004
-5,261
-4% -$629K 1.1% 39
2025
Q3 		$14.5M Sell
122,265
-29,503
-19% -$3.39M 1.18% 37
2025
Q2 		$16.6M Sell
151,768
-42,021
-22% -$4.34M 1.43% 27
2025
Q1 		$20.3M Sell
193,789
-11,643
-6% -$1.31M 1.81% 18
2024
Q4 		$23.7M Buy
205,432
+8,555
+4% +$1.02M 2.12% 13
2024
Q3 		$23M Sell
196,877
-3,117
-2% -$352K 2.05% 14
2024
Q2 		$21.3M Buy
199,994
+1,919
+1% +$205K 1.98% 18
2024
Q1 		$21.9M Buy
198,075
+43,421
+28% +$4.61M 2.02% 18
2023
Q4 		$16.7M Sell
154,654
-3,970
-3% -$383K 1.57% 29
2023
Q3 		$15M Buy
158,624
+1,004
+0.6% +$100K 1.52% 31
2023
Q2 		$15.7M Sell
157,620
-4,383
-3% -$417K 1.52% 29
2023
Q1 		$15.7M Sell
162,003
-3,921
-2% -$392K 1.54% 29
2022
Q4 		$15.7M Buy
165,924
+6,689
+4% +$642K 1.58% 27
2022
Q3 		$13.9M Buy
159,235
+6,471
+4% +$629K 1.47% 31
2022
Q2 		$14.1M Buy
152,764
+8,102
+6% +$806K 1.43% 31
2022
Q1 		$15.6M Buy
144,662
+2,258
+2% +$244K 1.41% 27
2021
Q4 		$16.3M Sell
142,404
-1,733
-1% -$198K 1.41% 25
2021
Q3 		$15.7M Sell
144,137
-2,122
-1% -$234K 1.52% 20
2021
Q2 		$16.5M Sell
146,259
-4,345
-3% -$485K 1.57% 19
2021
Q1 		$16.3M Sell
150,604
-17,538
-10% -$1.84M 1.64% 18
2020
Q4 		$15.5M Buy
+168,142
New +$13.8M 1.62% 20

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Galvin Gaustad & Stein's IJR Position: Q2 2026 in Review

Galvin Gaustad & Stein increased its iShares Core S&P Small-Cap ETF (IJR) stake by 75% in Q2 2026, buying an estimated $3.45M and bringing the position to 58,550 shares worth $8.68M. The position accounts for 0.64% of the portfolio, ranked #53.

Galvin Gaustad & Stein first reported a position in IJR in Q4 2020 and has held it in 23 quarters since. The position peaked at $23.7M in Q4 2024. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Galvin Gaustad & Stein held 58,550 shares of iShares Core S&P Small-Cap ETF worth $8.68M as of Q2 2026.
  • Galvin Gaustad & Stein bought 25,128 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $3.45M.
  • iShares Core S&P Small-Cap ETF made up 0.64% of Galvin Gaustad & Stein's portfolio in Q2 2026, its #53 holding.
  • Galvin Gaustad & Stein first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Galvin Gaustad & Stein's iShares Core S&P Small-Cap ETF position peaked at $23.7M in Q4 2024.
  • 2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q2 2026, filed 29 Jul 2026.