Gleason Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Gleason Group’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	–	Sell	-1,208	Closed	-$150K	–	443
2026 Q1	$150K	Buy	1,208 +2	+0.2%	+$254	0.01%	73
2025 Q4	$145K	Buy	1,206 +1,178	+4,207%	+$141K	0.01%	77
2025 Q3	$3.33K	Buy	+28	New	+$3.22K	﹤0.01%	180
2024 Q1	–	Sell	-18	Closed	-$1.94K	–	211
2023 Q4	$1.94K	Hold	18	–	–	﹤0.01%	203
2023 Q3	$1.68K	Hold	18	–	–	﹤0.01%	210
2023 Q2	$1.78K	Hold	18	–	–	﹤0.01%	209
2023 Q1	$1.72K	Hold	18	–	–	﹤0.01%	206
2022 Q4	$1.68K	Buy	18 +1	+6%	+$96	﹤0.01%	204
2022 Q3	$2K	Sell	17 -71	-81%	-$6.9K	﹤0.01%	211
2022 Q2	$8K	Buy	88 +35	+66%	+$3.48K	﹤0.01%	176
2022 Q1	$6K	Hold	53	–	–	﹤0.01%	182
2021 Q4	$6K	Hold	53	–	–	﹤0.01%	174
2021 Q3	$6K	Buy	53 +1	+2%	+$110	﹤0.01%	176
2021 Q2	$6K	Hold	52	–	–	﹤0.01%	174
2021 Q1	$6K	Hold	52	–	–	﹤0.01%	167
2020 Q4	$5K	Hold	52	–	–	﹤0.01%	167
2020 Q3	$4K	Hold	52	–	–	﹤0.01%	160
2020 Q2	$4K	Hold	52	–	–	﹤0.01%	164
2020 Q1	$3K	Sell	52 -465	-90%	-$34.6K	﹤0.01%	166
2019 Q4	$43K	Buy	+517	New	+$41.6K	0.03%	106

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

Gleason Group's IJR Position: Q2 2026 in Review

Gleason Group sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2026, closing a stake of 1,208 shares — an estimated $150K sold.

Gleason Group first reported a position in IJR in Q4 2019 and held it in 20 quarters. The position peaked at $150K in Q1 2026. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Gleason Group reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
Gleason Group sold 1,208 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $150K.
Gleason Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and held it in 20 quarters.
Gleason Group's iShares Core S&P Small-Cap ETF position peaked at $150K in Q1 2026.
2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Gleason Group's 13F filing for Q2 2026, filed 13 Jul 2026.