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

Insight Inv LLC’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 		$255K Sell
1,716
-100
-6% -$13.7K 0.12% 84
2026
Q1 		$226K Sell
1,816
-1,012
-36% -$129K 0.12% 85
2025
Q4 		$340K Hold
2,828
– – 0.19% 78
2025
Q3 		$336K Hold
2,828
– – 0.2% 79
2025
Q2 		$309K Sell
2,828
-48
-2% -$4.96K 0.21% 78
2025
Q1 		$301K Hold
2,876
– – 0.21% 79
2024
Q4 		$331K Buy
2,876
+2,784
+3,026% +$333K 0.23% 78
2024
Q3 		$10.8K Hold
92
– – 0.01% 87
2024
Q2 		$9.81K Hold
92
– – 0.01% 86
2024
Q1 		$10.2K Hold
92
– – 0.01% 87
2023
Q4 		$9.96K Hold
92
– – 0.01% 85
2023
Q3 		$8.35K Hold
92
– – 0.01% 83
2023
Q2 		$9.17K Hold
92
– – 0.01% 86
2023
Q1 		$8.9K Hold
92
– – 0.01% 86
2022
Q4 		$8.71K Hold
92
– – 0.01% 94
2022
Q3 		$8K Hold
92
– – 0.01% 96
2022
Q2 		$9K Hold
92
– – 0.01% 143
2022
Q1 		$10K Hold
92
– – 0.01% 97
2021
Q4 		$11K Buy
+92
New +$10.5K 0.01% 102

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
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Insight Inv LLC's IJR Position: Q2 2026 in Review

Insight Inv LLC reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 5.5% in Q2 2026, selling an estimated $13.7K and leaving 1,716 shares worth $255K. The position accounts for 0.12% of the portfolio, ranked #84.

Insight Inv LLC first reported a position in IJR in Q4 2021 and has held it in 19 quarters since. The position peaked at $340K in Q4 2025. 1,062 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Insight Inv LLC held 1,716 shares of iShares Core S&P Small-Cap ETF worth $255K as of Q2 2026.
  • Insight Inv LLC sold 100 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $13.7K.
  • iShares Core S&P Small-Cap ETF made up 0.12% of Insight Inv LLC's portfolio in Q2 2026, its #84 holding.
  • Insight Inv LLC first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Insight Inv LLC's iShares Core S&P Small-Cap ETF position peaked at $340K in Q4 2025.
  • 1,062 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Insight Inv LLC's 13F filing for Q2 2026, filed 24 Jul 2026.