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

Inspire 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
Q1 		$2.43M Sell
19,517
-1,708
-8% -$217K 0.2% 86
2025
Q4 		$2.55M Buy
21,225
+2,413
+13% +$289K 0.23% 78
2025
Q3 		$2.24M Sell
18,812
-313
-2% -$36K 0.21% 82
2025
Q2 		$2.09M Buy
19,125
+2,760
+17% +$285K 0.22% 80
2025
Q1 		$1.71M Buy
16,365
+4,652
+40% +$525K 0.2% 83
2024
Q4 		$1.35M Buy
11,713
+547
+5% +$65.4K 0.17% 89
2024
Q3 		$1.31M Buy
11,166
+1,556
+16% +$176K 0.16% 97
2024
Q2 		$1.03M Buy
9,610
+5,961
+163% +$638K 0.14% 99
2024
Q1 		$403K Sell
3,649
-90
-2% -$9.56K 0.06% 231
2023
Q4 		$405K Buy
3,739
+10
+0.3% +$964 0.06% 218
2023
Q3 		$352K Sell
3,729
-105
-3% -$10.5K 0.06% 173
2023
Q2 		$382K Buy
3,834
+246
+7% +$23.4K 0.07% 128
2023
Q1 		$347K Buy
3,588
+335
+10% +$33.5K 0.08% 98
2022
Q4 		$308K Sell
3,253
-1,674
-34% -$161K 0.08% 94
2022
Q3 		$430K Buy
4,927
+265
+6% +$25.7K 0.12% 30
2022
Q2 		$431K Buy
4,662
+142
+3% +$14.1K 0.12% 27
2022
Q1 		$488K Buy
4,520
+1,039
+30% +$112K 0.14% 29
2021
Q4 		$399K Buy
+3,481
New +$397K 0.11% 37
2021
Q1 		– Sell
-124
Closed -$11K – 385
2020
Q4 		$11K Buy
+124
New +$10.2K ﹤0.01% 502

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Inspire Advisors's IJR Position: Q1 2026 in Review

Inspire Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 8% in Q1 2026, selling an estimated $217K and leaving 19,517 shares worth $2.43M. The position accounts for 0.2% of the portfolio, ranked #86.

Inspire Advisors first reported a position in IJR in Q4 2020 and has held it in 19 quarters since. The position peaked at $2.55M in Q4 2025. 2,736 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Inspire Advisors held 19,517 shares of iShares Core S&P Small-Cap ETF worth $2.43M as of Q1 2026.
  • Inspire Advisors sold 1,708 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $217K.
  • iShares Core S&P Small-Cap ETF made up 0.2% of Inspire Advisors's portfolio in Q1 2026, its #86 holding.
  • Inspire Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 19 quarters since.
  • Inspire Advisors's iShares Core S&P Small-Cap ETF position peaked at $2.55M in Q4 2025.
  • 2,736 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Inspire Advisors's 13F filing for Q1 2026, filed 15 May 2026.