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

Harbor Investment Advisory’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 		$5.37M Buy
36,192
+1,277
+4% +$175K 0.37% 56
2026
Q1 		$4.34M Buy
34,915
+4,727
+16% +$601K 0.34% 61
2025
Q4 		$3.63M Buy
30,188
+4,134
+16% +$494K 0.27% 68
2025
Q3 		$3.1M Buy
26,054
+5,012
+24% +$576K 0.26% 74
2025
Q2 		$2.3M Sell
21,042
-5,593
-21% -$578K 0.2% 86
2025
Q1 		$2.79M Sell
26,635
-13,914
-34% -$1.57M 0.27% 74
2024
Q4 		$4.67M Buy
40,549
+20,769
+105% +$2.48M 0.44% 44
2024
Q3 		$2.31M Buy
19,780
+7,572
+62% +$855K 0.23% 82
2024
Q2 		$1.3M Sell
12,208
-78
-0.6% -$8.35K 0.14% 117
2024
Q1 		$1.36M Buy
12,286
+1,363
+12% +$145K 0.14% 115
2023
Q4 		$1.18M Sell
10,923
-873
-7% -$84.1K 0.14% 120
2023
Q3 		$1.11M Sell
11,796
-581
-5% -$58K 0.15% 119
2023
Q2 		$1.23M Sell
12,377
-729
-6% -$69.4K 0.17% 113
2023
Q1 		$1.27M Buy
13,106
+2,115
+19% +$211K 0.19% 107
2022
Q4 		$1.04M Buy
10,991
+1,765
+19% +$169K 0.16% 121
2022
Q3 		$804K Buy
9,226
+159
+2% +$15.4K 0.13% 142
2022
Q2 		$838K Buy
9,067
+3,883
+75% +$386K 0.13% 137
2022
Q1 		$559K Buy
5,184
+1,305
+34% +$141K 0.07% 207
2021
Q4 		$444K Buy
3,879
+1,320
+52% +$150K 0.06% 240
2021
Q3 		$279K Buy
2,559
+47
+2% +$5.17K 0.04% 300
2021
Q2 		$284K Buy
2,512
+57
+2% +$6.36K 0.04% 299
2021
Q1 		$266K Buy
2,455
+181
+8% +$18.9K 0.04% 291
2020
Q4 		$209K Sell
2,274
-773
-25% -$63.5K 0.03% 309
2020
Q3 		$214K Sell
3,047
-1,034
-25% -$74.1K 0.04% 268
2020
Q2 		$279K Sell
4,081
-2,450
-38% -$155K 0.06% 219
2020
Q1 		$366K Sell
6,531
-12,294
-65% -$916K 0.1% 159
2019
Q4 		$1.58M Buy
+18,825
New +$1.51M 0.36% 69

Other funds holding IJR

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
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Harbor Investment Advisory's IJR Position: Q2 2026 in Review

Harbor Investment Advisory increased its iShares Core S&P Small-Cap ETF (IJR) stake by 3.7% in Q2 2026, buying an estimated $175K and bringing the position to 36,192 shares worth $5.37M. The position accounts for 0.37% of the portfolio, ranked #56.

Harbor Investment Advisory first reported a position in IJR in Q4 2019 and has held it in 27 quarters since. 1,159 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Harbor Investment Advisory held 36,192 shares of iShares Core S&P Small-Cap ETF worth $5.37M as of Q2 2026.
  • Harbor Investment Advisory bought 1,277 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $175K.
  • iShares Core S&P Small-Cap ETF made up 0.37% of Harbor Investment Advisory's portfolio in Q2 2026, its #56 holding.
  • Harbor Investment Advisory first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,159 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.