Global Strategic Investment Solutions’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Global Strategic Investment Solutions’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	$11.2M	Buy	75,769 +76	+0.1%	+$10.4K	1%	27
2026 Q1	$9.41M	Sell	75,693 -16,184	-18%	-$2.06M	0.92%	28
2025 Q4	$11M	Sell	91,877 -718	-0.8%	-$85.9K	1.08%	25
2025 Q3	$11M	Sell	92,595 -159	-0.2%	-$18.3K	1.1%	24
2025 Q2	$10.1M	Sell	92,754 -4,655	-5%	-$481K	1.08%	26
2025 Q1	$10.2M	Sell	97,409 -276	-0.3%	-$31.1K	1.18%	22
2024 Q4	$11.3M	Sell	97,685 -4,255	-4%	-$508K	1.32%	20
2024 Q3	$11.9M	Sell	101,940 -1,500	-1%	-$169K	1.39%	21
2024 Q2	$11M	Sell	103,440 -1,302	-1%	-$139K	1.33%	23
2024 Q1	$11.6M	Buy	104,742 +74	+0.1%	+$7.86K	1.34%	22
2023 Q4	$11.3M	Sell	104,668 -769	-0.7%	-$74.1K	1.39%	23
2023 Q3	$9.95M	Hold	105,437	–	–	1.28%	23
2023 Q2	$10.5M	Sell	105,437 -125	-0.1%	-$11.9K	1.31%	22
2023 Q1	$10.2M	Buy	105,562 +89	+0.1%	+$8.9K	1.46%	20
2022 Q4	$9.98M	Buy	105,473 +129	+0.1%	+$12.4K	0.66%	24
2022 Q3	$9.19M	Buy	105,344 +1,513	+1%	+$147K	0.44%	24
2022 Q2	$9.6M	Buy	103,831 +2,037	+2%	+$203K	0.69%	23
2022 Q1	$11M	Buy	101,794 +1,648	+2%	+$178K	0.69%	21
2021 Q4	$11.5M	Buy	100,146 +226	+0.2%	+$25.8K	1.83%	16
2021 Q3	$10.9M	Hold	99,920	–	–	1.84%	15
2021 Q2	$11.3M	Sell	99,920 -6,206	-6%	-$692K	1.9%	15
2021 Q1	$11.5M	Buy	106,126 +222	+0.2%	+$23.2K	2.11%	17
2020 Q4	$9.73M	Buy	105,904 +870	+0.8%	+$71.5K	2.2%	17
2020 Q3	$7.38M	Buy	105,034 +11,287	+12%	+$809K	1.87%	18
2020 Q2	$6.4M	Buy	93,747 +15,116	+19%	+$954K	1.79%	19
2020 Q1	$4.41M	Buy	+78,631	New	+$5.86M	1.65%	19

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 22.9% 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

Global Strategic Investment Solutions's IJR Position: Q2 2026 in Review

Global Strategic Investment Solutions increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.1% in Q2 2026, buying an estimated $10.4K and bringing the position to 75,769 shares worth $11.2M. The position accounts for 1% of the portfolio, ranked #27.

Global Strategic Investment Solutions first reported a position in IJR in Q1 2020 and has held it in 26 quarters since. The position peaked at $11.9M in Q3 2024. 2,852 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Global Strategic Investment Solutions held 75,769 shares of iShares Core S&P Small-Cap ETF worth $11.2M as of Q2 2026.
Global Strategic Investment Solutions bought 76 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $10.4K.
iShares Core S&P Small-Cap ETF made up 1% of Global Strategic Investment Solutions's portfolio in Q2 2026, its #27 holding.
Global Strategic Investment Solutions first reported a position in iShares Core S&P Small-Cap ETF in Q1 2020 and has held it in 26 quarters since.
Global Strategic Investment Solutions's iShares Core S&P Small-Cap ETF position peaked at $11.9M in Q3 2024.
2,852 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Global Strategic Investment Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.