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Insight Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Insight Advisors’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 		$1.07M Sell
7,240
-169
-2% -$23.2K 0.19% 82
2026
Q1 		$921K Sell
7,409
-504
-6% -$64K 0.18% 84
2025
Q4 		$951K Buy
7,913
+321
+4% +$38.4K 0.14% 101
2025
Q3 		$903K Sell
7,592
-15
-0.2% -$1.73K 0.14% 102
2025
Q2 		$831K Buy
7,607
+537
+8% +$55.5K 0.13% 104
2025
Q1 		$739K Sell
7,070
-56
-0.8% -$6.32K 0.13% 107
2024
Q4 		$819K Buy
7,126
+217
+3% +$25.9K 0.14% 102
2024
Q3 		$808K Sell
6,909
-263
-4% -$29.7K 0.14% 110
2024
Q2 		$765K Buy
7,172
+161
+2% +$17.2K 0.14% 109
2024
Q1 		$775K Buy
7,011
+421
+6% +$44.7K 0.15% 110
2023
Q4 		$713K Sell
6,590
-14
-0.2% -$1.35K 0.15% 108
2023
Q3 		$623K Buy
6,604
+197
+3% +$19.7K 0.14% 117
2023
Q2 		$638K Sell
6,407
-149
-2% -$14.2K 0.14% 114
2023
Q1 		$634K Sell
6,556
-200
-3% -$20K 0.15% 112
2022
Q4 		$638K Sell
6,756
-180
-3% -$17.3K 0.22% 120
2022
Q3 		$605K Sell
6,936
-113
-2% -$11K 0.24% 108
2022
Q2 		$713K Buy
7,049
+129
+2% +$12.8K 0.24% 107
2022
Q1 		$747K Sell
6,920
-1,547
-18% -$167K 0.22% 121
2021
Q4 		$970K Buy
8,467
+46
+0.5% +$5.24K 0.29% 90
2021
Q3 		$992K Sell
8,421
-307
-4% -$33.8K 0.3% 90
2021
Q2 		$956K Buy
8,728
+675
+8% +$75.3K 0.3% 86
2021
Q1 		$890K Buy
8,053
+506
+7% +$53K 0.28% 100
2020
Q4 		$694K Buy
+7,547
New +$620K 0.26% 102

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

Insight Advisors's IJR Position: Q2 2026 in Review

Insight Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 2.3% in Q2 2026, selling an estimated $23.2K and leaving 7,240 shares worth $1.07M. The position accounts for 0.19% of the portfolio, ranked #82.

Insight Advisors first reported a position in IJR in Q4 2020 and has held it in 23 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Insight Advisors held 7,240 shares of iShares Core S&P Small-Cap ETF worth $1.07M as of Q2 2026.
  • Insight Advisors sold 169 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $23.2K.
  • iShares Core S&P Small-Cap ETF made up 0.19% of Insight Advisors's portfolio in Q2 2026, its #82 holding.
  • Insight Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Insight Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.