Insight Advisors
IJR icon

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
Q3 		$972K Sell
7,145
-95
-1% -$13.7K 0.17% 85
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% -$1.72K 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

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Nationwide Fund Advisors
Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Insight Advisors's IJR Position: Q3 2026 in Review

Insight Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.3% in Q3 2026, selling an estimated $13.7K and leaving 7,145 shares worth $972K. The position accounts for 0.17% of the portfolio, ranked #85.

Insight Advisors first reported a position in IJR in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.07M in Q2 2026. 1,405 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Insight Advisors held 7,145 shares of iShares Core S&P Small-Cap ETF worth $972K as of Q3 2026.
  • Insight Advisors sold 95 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $13.7K.
  • iShares Core S&P Small-Cap ETF made up 0.17% of Insight Advisors's portfolio in Q3 2026, its #85 holding.
  • Insight Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 24 quarters since.
  • Insight Advisors's iShares Core S&P Small-Cap ETF position peaked at $1.07M in Q2 2026.
  • 1,405 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Insight Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.