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

GHP Investment 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 		$11.7M Sell
78,678
-509
-0.6% -$69.9K 0.43% 79
2026
Q1 		$9.84M Buy
79,187
+1,334
+2% +$169K 0.41% 84
2025
Q4 		$9.36M Buy
77,853
+424
+0.5% +$50.7K 0.38% 82
2025
Q3 		$9.2M Sell
77,429
-1,040
-1% -$120K 0.39% 88
2025
Q2 		$8.58M Sell
78,469
-475
-0.6% -$49.1K 0.38% 90
2025
Q1 		$8.26M Sell
78,944
-564
-0.7% -$63.6K 0.4% 93
2024
Q4 		$9.16M Sell
79,508
-1,399
-2% -$167K 0.43% 83
2024
Q3 		$9.46M Buy
80,907
+213
+0.3% +$24.1K 0.43% 83
2024
Q2 		$8.61M Sell
80,694
-177
-0.2% -$18.9K 0.43% 81
2024
Q1 		$8.94M Sell
80,871
-2,200
-3% -$234K 0.44% 73
2023
Q4 		$8.99M Sell
83,071
-394
-0.5% -$38K 0.49% 66
2023
Q3 		$7.61M Sell
83,465
-582
-0.7% -$58.1K 0.46% 77
2023
Q2 		$8.58M Sell
84,047
-1,099
-1% -$105K 0.5% 62
2023
Q1 		$8.23M Sell
85,146
-498
-0.6% -$49.8K 0.52% 59
2022
Q4 		$8.11M Buy
85,644
+1,063
+1% +$102K 0.55% 53
2022
Q3 		$7.38M Sell
84,581
-474
-0.6% -$46K 0.57% 48
2022
Q2 		$7.86M Buy
85,055
+736
+0.9% +$73.2K 0.58% 44
2022
Q1 		$9.1M Sell
84,319
-1,223
-1% -$132K 0.6% 43
2021
Q4 		$9.79M Sell
85,542
-1,943
-2% -$221K 0.7% 37
2021
Q3 		$9.55M Sell
87,485
-1,492
-2% -$164K 0.76% 34
2021
Q2 		$10.1M Sell
88,977
-556
-0.6% -$62K 0.81% 28
2021
Q1 		$9.72M Sell
89,533
-5,004
-5% -$524K 0.84% 29
2020
Q4 		$8.69M Sell
94,537
-1,311
-1% -$108K 0.83% 30
2020
Q3 		$6.73M Sell
95,848
-1,878
-2% -$135K 0.76% 37
2020
Q2 		$6.67M Buy
97,726
+770
+0.8% +$48.6K 0.83% 30
2020
Q1 		$5.44M Buy
96,956
+4,666
+5% +$348K 0.82% 31
2019
Q4 		$7.74M Sell
92,290
-2,162
-2% -$174K 0.83% 29
2019
Q3 		$7.35M Buy
94,452
+1,286
+1% +$99.6K 0.91% 26
2019
Q2 		$7.29M Sell
93,166
-622
-0.7% -$48.3K 0.89% 25
2019
Q1 		$7.24M Buy
93,788
+440
+0.5% +$33.8K 0.93% 22
2018
Q4 		$6.47M Buy
93,348
+1,842
+2% +$142K 0.97% 19
2018
Q3 		$7.98M Sell
91,506
-2,017
-2% -$177K 1.07% 19
2018
Q2 		$7.8M Sell
93,523
-954
-1% -$77.7K 1.1% 18
2018
Q1 		$7.28M Sell
94,477
-298
-0.3% -$23.2K 1.03% 18
2017
Q4 		$7.28M Sell
94,775
-496
-0.5% -$37.4K 1.03% 18
2017
Q3 		$7.07M Sell
95,271
-3,164
-3% -$222K 1.07% 17
2017
Q2 		$6.9M Sell
98,435
-4,398
-4% -$305K 1.09% 16
2017
Q1 		$7.11M Sell
102,833
-355
-0.3% -$24.5K 1.22% 12
2016
Q4 		$7.09M Sell
103,188
-1,068
-1% -$68.9K 1.32% 11
2016
Q3 		$6.47M Sell
104,256
-424
-0.4% -$25.9K 1.32% 12
2016
Q2 		$6.08M Sell
104,680
-4,894
-4% -$279K 1.31% 12
2016
Q1 		$6.17M Buy
109,574
+2,344
+2% +$122K 1.4% 12
2015
Q4 		$5.9M Sell
107,230
-1,828
-2% -$103K 1.43% 11
2015
Q3 		$5.81M Sell
109,058
-2,270
-2% -$129K 1.5% 11
2015
Q2 		$6.41M Sell
111,328
-5,296
-5% -$313K 1.58% 11
2015
Q1 		$6.88M Buy
116,624
+268
+0.2% +$15.4K 1.8% 9
2014
Q4 		$6.64M Sell
116,356
-6,326
-5% -$345K 1.83% 9
2014
Q3 		$6.4M Buy
122,682
+848
+0.7% +$46.1K 1.89% 9
2014
Q2 		$6.83M Buy
121,834
+1,572
+1% +$85K 2.01% 9
2014
Q1 		$6.62M Buy
120,262
+1,860
+2% +$101K 2.11% 9
2013
Q4 		$6.46M Sell
118,402
-1,046
-0.9% -$54.7K 2.13% 9
2013
Q3 		$5.96M Sell
119,448
-806
-0.7% -$38.9K 2.17% 9
2013
Q2 		$5.43M Buy
+120,254
New +$5.33M 2.17% 9

Other funds holding IJR

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

GHP Investment Advisors's IJR Position: Q2 2026 in Review

GHP Investment Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.64% in Q2 2026, selling an estimated $69.9K and leaving 78,678 shares worth $11.7M. The position accounts for 0.43% of the portfolio, ranked #79.

GHP Investment Advisors first reported a position in IJR in Q2 2013 and has held it in 53 quarters since. 1,358 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • GHP Investment Advisors held 78,678 shares of iShares Core S&P Small-Cap ETF worth $11.7M as of Q2 2026.
  • GHP Investment Advisors sold 509 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $69.9K.
  • iShares Core S&P Small-Cap ETF made up 0.43% of GHP Investment Advisors's portfolio in Q2 2026, its #79 holding.
  • GHP Investment Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 53 quarters since.
  • 1,358 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.