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

Garrison Point 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
Q1 		$4.38M Buy
35,217
+920
+3% +$117K 2% 9
2025
Q4 		$4.12M Sell
34,297
-669
-2% -$80K 1.82% 10
2025
Q3 		$4.15M Buy
34,966
+2,175
+7% +$250K 1.74% 11
2025
Q2 		$3.58M Sell
32,791
-421
-1% -$43.5K 1.65% 11
2025
Q1 		$3.47M Buy
33,212
+759
+2% +$85.6K 1.68% 11
2024
Q4 		$3.74M Buy
32,453
+3,435
+12% +$410K 1.77% 11
2024
Q3 		$3.39M Buy
29,018
+3,518
+14% +$397K 2.1% 9
2024
Q2 		$2.72M Sell
25,500
-7,573
-23% -$810K 1.8% 11
2024
Q1 		$3.66M Buy
33,073
+2,629
+9% +$279K 2.35% 6
2023
Q4 		$3.3M Buy
30,444
+3,444
+13% +$332K 2.32% 5
2023
Q3 		$2.55M Buy
27,000
+187
+0.7% +$18.7K 1.97% 9
2023
Q2 		$2.67M Buy
26,813
+575
+2% +$54.8K 1.93% 8
2023
Q1 		$2.54M Buy
26,238
+2,547
+11% +$255K 1.9% 6
2022
Q4 		$2.24M Buy
23,691
+1,811
+8% +$174K 1.83% 9
2022
Q3 		$1.91M Buy
21,880
+442
+2% +$42.9K 1.7% 12
2022
Q2 		$1.98M Buy
21,438
+162
+0.8% +$16.1K 1.64% 13
2022
Q1 		$2.29M Buy
21,276
+440
+2% +$47.5K 1.61% 15
2021
Q4 		$2.39M Buy
20,836
+831
+4% +$94.7K 1.58% 16
2021
Q3 		$2.18M Buy
20,005
+466
+2% +$51.3K 1.59% 14
2021
Q2 		$2.21M Buy
19,539
+468
+2% +$52.2K 1.59% 13
2021
Q1 		$2.07M Sell
19,071
-150
-0.8% -$15.7K 1.61% 14
2020
Q4 		$1.77M Buy
19,221
+523
+3% +$43K 1.42% 20
2020
Q3 		$1.31M Buy
18,698
+330
+2% +$23.6K 1.19% 26
2020
Q2 		$1.25M Buy
18,368
+1,746
+11% +$110K 1.24% 26
2020
Q1 		$933K Sell
16,622
-509
-3% -$37.9K 1.14% 32
2019
Q4 		$1.44M Buy
17,131
+276
+2% +$22.2K 1.32% 28
2019
Q3 		$1.31M Buy
16,855
+1,119
+7% +$86.7K 1.3% 27
2019
Q2 		$1.23M Buy
15,736
+421
+3% +$32.7K 1.24% 27
2019
Q1 		$1.18M Buy
15,315
+481
+3% +$36.9K 1.23% 26
2018
Q4 		$1.03M Buy
+14,834
New +$1.15M 1.27% 28

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

Garrison Point Advisors's IJR Position: Q1 2026 in Review

Garrison Point Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2.7% in Q1 2026, buying an estimated $117K and bringing the position to 35,217 shares worth $4.38M. The position accounts for 2% of the portfolio, ranked #9.

Garrison Point Advisors first reported a position in IJR in Q4 2018 and has held it in 30 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Garrison Point Advisors held 35,217 shares of iShares Core S&P Small-Cap ETF worth $4.38M as of Q1 2026.
  • Garrison Point Advisors bought 920 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $117K.
  • iShares Core S&P Small-Cap ETF made up 2% of Garrison Point Advisors's portfolio in Q1 2026, its #9 holding.
  • Garrison Point Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Garrison Point Advisors's 13F filing for Q1 2026, filed 13 May 2026.