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

IMA Advisory Services’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	$4.78M	Buy	38,476 +1,078	+3%	+$137K	0.47%	47
2025 Q4	$4.49M	Buy	37,398 +72	+0.2%	+$8.61K	0.43%	50
2025 Q3	$4.44M	Buy	37,326 +1,147	+3%	+$132K	0.45%	46
2025 Q2	$3.95M	Sell	36,179 -46,010	-56%	-$4.76M	0.42%	49
2025 Q1	$8.59M	Buy	82,189 +13,701	+20%	+$1.55M	1.02%	19
2024 Q4	$7.89M	Buy	+68,488	New	+$8.18M	0.95%	21
2023 Q3	–	Sell	-232	Closed	-$23.1K	–	292
2023 Q2	$23.1K	Hold	232	–	–	0.01%	215
2023 Q1	$22.4K	Hold	232	–	–	0.01%	207
2022 Q4	$22K	Hold	232	–	–	0.01%	220
2022 Q3	$20K	Sell	232 -151	-39%	-$14.7K	0.01%	216
2022 Q2	$35K	Buy	383 +166	+76%	+$16.5K	0.01%	202
2022 Q1	$23K	Sell	217 -25	-10%	-$2.7K	0.01%	198
2021 Q4	$28K	Sell	242 -10	-4%	-$1.14K	0.01%	194
2021 Q3	$28K	Sell	252 -25	-9%	-$2.75K	0.01%	177
2021 Q2	$31K	Sell	277 -27	-9%	-$3.01K	0.01%	169
2021 Q1	$33K	Hold	304	–	–	0.01%	167
2020 Q4	$28K	Hold	304	–	–	0.01%	163
2020 Q3	$21K	Sell	304 -378	-55%	-$27.1K	0.01%	172
2020 Q2	$47K	Buy	682 +166	+32%	+$10.5K	0.02%	155
2020 Q1	$29K	Hold	516	–	–	0.01%	167
2019 Q4	$43K	Hold	516	–	–	0.02%	156
2019 Q3	$40K	Hold	516	–	–	0.02%	161
2019 Q2	$40K	Hold	516	–	–	0.02%	158
2019 Q1	$40K	Sell	516 -76	-13%	-$5.84K	0.02%	160
2018 Q4	$41K	Hold	592	–	–	0.02%	165
2018 Q3	$52K	Hold	592	–	–	0.02%	156
2018 Q2	$49K	Buy	+592	New	+$48.2K	0.02%	166

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

IMA Advisory Services's IJR Position: Q1 2026 in Review

IMA Advisory Services increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2.9% in Q1 2026, buying an estimated $137K and bringing the position to 38,476 shares worth $4.78M. The position accounts for 0.47% of the portfolio, ranked #47.

IMA Advisory Services first reported a position in IJR in Q2 2018 and has held it in 27 quarters since. The position peaked at $8.59M in Q1 2025. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

IMA Advisory Services held 38,476 shares of iShares Core S&P Small-Cap ETF worth $4.78M as of Q1 2026.
IMA Advisory Services bought 1,078 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $137K.
iShares Core S&P Small-Cap ETF made up 0.47% of IMA Advisory Services's portfolio in Q1 2026, its #47 holding.
IMA Advisory Services first reported a position in iShares Core S&P Small-Cap ETF in Q2 2018 and has held it in 27 quarters since.
IMA Advisory Services's iShares Core S&P Small-Cap ETF position peaked at $8.59M in Q1 2025.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.