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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
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
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

Global Strategic Investment Solutions's IJR Position: Q1 2026 in Review

Global Strategic Investment Solutions reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 18% in Q1 2026, selling an estimated $2.06M and leaving 75,693 shares worth $9.41M. The position accounts for 0.92% of the portfolio, ranked #28.

Global Strategic Investment Solutions first reported a position in IJR in Q1 2020 and has held it in 25 quarters since. The position peaked at $11.9M in Q3 2024. 2,737 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Global Strategic Investment Solutions held 75,693 shares of iShares Core S&P Small-Cap ETF worth $9.41M as of Q1 2026.
  • Global Strategic Investment Solutions sold 16,184 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $2.06M.
  • iShares Core S&P Small-Cap ETF made up 0.92% of Global Strategic Investment Solutions's portfolio in Q1 2026, its #28 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 25 quarters since.
  • Global Strategic Investment Solutions's iShares Core S&P Small-Cap ETF position peaked at $11.9M in Q3 2024.
  • 2,737 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Global Strategic Investment Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.