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Greenwood Capital Associates’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Greenwood Capital Associates’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 		$3.33M Sell
22,475
-2,121
-9% -$291K 0.33% 91
2026
Q1 		$3.06M Sell
24,596
-392
-2% -$49.8K 0.34% 86
2025
Q4 		$3M Sell
24,988
-872
-3% -$104K 0.33% 86
2025
Q3 		$3.07M Sell
25,860
-504
-2% -$58K 0.35% 82
2025
Q2 		$2.88M Sell
26,364
-411
-2% -$42.5K 0.36% 83
2025
Q1 		$2.8M Sell
26,775
-353
-1% -$39.8K 0.38% 82
2024
Q4 		$3.13M Sell
27,128
-10,170
-27% -$1.22M 0.41% 74
2024
Q3 		$4.36M Buy
37,298
+738
+2% +$83.4K 0.57% 59
2024
Q2 		$3.9M Sell
36,560
-70,372
-66% -$7.53M 0.51% 63
2024
Q1 		$11.8M Buy
106,932
+5,554
+5% +$590K 1.57% 11
2023
Q4 		$11M Buy
101,378
+1,408
+1% +$136K 1.42% 11
2023
Q3 		$9.43M Buy
99,970
+525
+0.5% +$52.4K 1.37% 14
2023
Q2 		$9.91M Buy
99,445
+3,361
+3% +$320K 1.39% 15
2023
Q1 		$9.29M Buy
96,084
+965
+1% +$96.5K 1.33% 16
2022
Q4 		$9M Sell
95,119
-1,300
-1% -$125K 1.48% 21
2022
Q3 		$8.41M Buy
96,419
+122
+0.1% +$11.8K 1.44% 19
2022
Q2 		$8.9M Buy
96,297
+94,197
+4,486% +$9.37M 1.42% 20
2022
Q1 		$227K Sell
2,100
-85,803
-98% -$9.26M 0.06% 137
2021
Q4 		$10.1M Buy
87,903
+551
+0.6% +$62.8K 1.42% 23
2021
Q3 		$9.54M Buy
87,352
+11,676
+15% +$1.29M 1.47% 19
2021
Q2 		$8.55M Buy
75,676
+3,460
+5% +$386K 1.29% 24
2021
Q1 		$7.84M Buy
72,216
+671
+0.9% +$70.2K 1.23% 25
2020
Q4 		$6.58M Buy
71,545
+31,166
+77% +$2.56M 1.11% 33
2020
Q3 		$2.84M Buy
40,379
+17,029
+73% +$1.22M 0.55% 59
2020
Q2 		$1.59M Buy
+23,350
New +$1.47M 0.36% 62
2019
Q3 		– Sell
-39,340
Closed -$3.08M – 181
2019
Q2 		$3.08M Buy
+39,340
New +$3.05M 0.78% 48
2019
Q1 		– Sell
-49,780
Closed -$3.45M – 192
2018
Q4 		$3.45M Buy
+49,780
New +$3.85M 0.9% 48
2018
Q3 		– Sell
-36,031
Closed -$3.01M – 201
2018
Q2 		$3.01M Buy
+36,031
New +$2.94M 0.69% 60

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Greenwood Capital Associates's IJR Position: Q2 2026 in Review

Greenwood Capital Associates reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 8.6% in Q2 2026, selling an estimated $291K and leaving 22,475 shares worth $3.33M. The position accounts for 0.33% of the portfolio, ranked #91.

Greenwood Capital Associates first reported a position in IJR in Q2 2018 and has held it in 28 quarters since. The position peaked at $11.8M in Q1 2024. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Greenwood Capital Associates held 22,475 shares of iShares Core S&P Small-Cap ETF worth $3.33M as of Q2 2026.
  • Greenwood Capital Associates sold 2,121 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $291K.
  • iShares Core S&P Small-Cap ETF made up 0.33% of Greenwood Capital Associates's portfolio in Q2 2026, its #91 holding.
  • Greenwood Capital Associates first reported a position in iShares Core S&P Small-Cap ETF in Q2 2018 and has held it in 28 quarters since.
  • Greenwood Capital Associates's iShares Core S&P Small-Cap ETF position peaked at $11.8M in Q1 2024.
  • 2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Greenwood Capital Associates's 13F filing for Q2 2026, filed 28 Jul 2026.