HI
IJR icon

Human Investing’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Human Investing’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 		$22.8M Buy
153,594
+2,725
+2% +$374K 2.95% 9
2026
Q1 		$18.8M Sell
150,869
-17,154
-10% -$2.18M 2.73% 11
2025
Q4 		$20.2M Buy
168,023
+7,432
+5% +$889K 2.85% 10
2025
Q3 		$19.1M Buy
160,591
+7,659
+5% +$881K 2.82% 10
2025
Q2 		$16.7M Buy
152,932
+9,107
+6% +$941K 2.63% 11
2025
Q1 		$15M Buy
143,825
+6,687
+5% +$755K 2.65% 12
2024
Q4 		$15.8M Buy
137,138
+3,924
+3% +$469K 2.8% 9
2024
Q3 		$15.6M Buy
133,214
+844
+0.6% +$95.4K 2.82% 10
2024
Q2 		$14.1M Buy
132,370
+7,828
+6% +$838K 2.74% 10
2024
Q1 		$13.8M Buy
124,542
+2,118
+2% +$225K 2.76% 10
2023
Q4 		$13.3M Buy
122,424
+1,242
+1% +$120K 2.86% 10
2023
Q3 		$11.4M Buy
121,182
+2,050
+2% +$205K 2.66% 11
2023
Q2 		$11.9M Buy
119,132
+7,475
+7% +$712K 2.71% 10
2023
Q1 		$10.8M Buy
111,657
+12,273
+12% +$1.23M 2.62% 11
2022
Q4 		$9.41M Sell
99,384
-3,140
-3% -$301K 2.39% 11
2022
Q3 		$8.94M Buy
102,524
+2,956
+3% +$287K 2.28% 11
2022
Q2 		$9.2M Buy
99,568
+3,322
+3% +$330K 2.22% 13
2022
Q1 		$10.4M Sell
96,246
-731
-0.8% -$78.9K 2.3% 11
2021
Q4 		$11.1M Sell
96,977
-3,032
-3% -$346K 2.65% 10
2021
Q3 		$10.9M Buy
100,009
+4,647
+5% +$512K 2.58% 10
2021
Q2 		$10.8M Buy
95,362
+4,601
+5% +$513K 2.62% 8
2021
Q1 		$9.85M Sell
90,761
-1,631
-2% -$171K 2.51% 7
2020
Q4 		$8.49M Buy
92,392
+11,879
+15% +$976K 2.4% 7
2020
Q3 		$5.65M Sell
80,513
-65,720
-45% -$4.71M 1.86% 10
2020
Q2 		$9.99M Buy
146,233
+8,222
+6% +$519K 3.53% 6
2020
Q1 		$7.74M Buy
138,011
+19,289
+16% +$1.44M 3.35% 6
2019
Q4 		$9.96M Buy
118,722
+6,159
+5% +$496K 3.25% 5
2019
Q3 		$8.76M Buy
112,563
+14,948
+15% +$1.16M 3.1% 5
2019
Q2 		$7.64M Buy
97,615
+6,392
+7% +$496K 2.79% 5
2019
Q1 		$7.04M Buy
91,223
+10,850
+13% +$833K 2.63% 6
2018
Q4 		$5.57M Buy
+80,373
New +$6.21M 2.32% 7

Other funds holding IJR

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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

Human Investing's IJR Position: Q2 2026 in Review

Human Investing increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.8% in Q2 2026, buying an estimated $374K and bringing the position to 153,594 shares worth $22.8M. The position accounts for 2.95% of the portfolio, ranked #9.

Human Investing first reported a position in IJR in Q4 2018 and has held it in 31 quarters since. 1,512 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Human Investing held 153,594 shares of iShares Core S&P Small-Cap ETF worth $22.8M as of Q2 2026.
  • Human Investing bought 2,725 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $374K.
  • iShares Core S&P Small-Cap ETF made up 2.95% of Human Investing's portfolio in Q2 2026, its #9 holding.
  • Human Investing first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • 1,512 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Human Investing's 13F filing for Q2 2026, filed 20 Jul 2026.