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

Integrated Advisors Network’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 		$3.52M Sell
28,318
-32,726
-54% -$4.16M 0.18% 139
2025
Q4 		$7.34M Sell
61,044
-433
-0.7% -$51.8K 0.32% 69
2025
Q3 		$7.31M Sell
61,477
-512
-0.8% -$58.9K 0.31% 75
2025
Q2 		$6.77M Sell
61,989
-736
-1% -$76.1K 0.31% 80
2025
Q1 		$6.56M Sell
62,725
-5,550
-8% -$626K 0.33% 71
2024
Q4 		$7.87M Buy
68,275
+2,577
+4% +$308K 0.38% 55
2024
Q3 		$7.68M Buy
65,698
+405
+0.6% +$45.8K 0.36% 66
2024
Q2 		$6.96M Buy
65,293
+213
+0.3% +$22.8K 0.36% 66
2024
Q1 		$7.19M Sell
65,080
-40,467
-38% -$4.3M 0.37% 67
2023
Q4 		$11.4M Buy
105,547
+695
+0.7% +$67K 0.65% 23
2023
Q3 		$9.89M Sell
104,852
-1,861
-2% -$186K 0.6% 29
2023
Q2 		$10.6M Buy
106,713
+429
+0.4% +$40.8K 0.61% 31
2023
Q1 		$10.3M Buy
106,284
+6,018
+6% +$602K 0.62% 30
2022
Q4 		$9.49M Sell
100,266
-7,251
-7% -$695K 0.61% 36
2022
Q3 		$9.37M Buy
107,517
+25,507
+31% +$2.48M 0.64% 34
2022
Q2 		$7.58M Sell
82,010
-226
-0.3% -$22.5K 0.49% 44
2022
Q1 		$8.87M Buy
82,236
+6,035
+8% +$651K 0.52% 40
2021
Q4 		$8.73M Sell
76,201
-4,202
-5% -$479K 0.51% 41
2021
Q3 		$8.78M Buy
80,403
+2,267
+3% +$250K 0.58% 35
2021
Q2 		$8.83M Buy
78,136
+20,571
+36% +$2.29M 0.65% 32
2021
Q1 		$6.25M Buy
57,565
+34,713
+152% +$3.63M 0.57% 38
2020
Q4 		$2.1M Sell
22,852
-1,009
-4% -$82.9K 0.23% 125
2020
Q3 		$1.68M Buy
23,861
+3,070
+15% +$220K 0.21% 125
2020
Q2 		$1.42M Buy
20,791
+17,081
+460% +$1.08M 0.17% 153
2020
Q1 		$208K Sell
3,710
-2,847
-43% -$212K 0.04% 345
2019
Q4 		$550K Buy
+6,557
New +$528K 0.07% 234

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

Integrated Advisors Network's IJR Position: Q1 2026 in Review

Integrated Advisors Network reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 54% in Q1 2026, selling an estimated $4.16M and leaving 28,318 shares worth $3.52M. The position accounts for 0.18% of the portfolio, ranked #139.

Integrated Advisors Network first reported a position in IJR in Q4 2019 and has held it in 26 quarters since. The position peaked at $11.4M in Q4 2023. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Integrated Advisors Network held 28,318 shares of iShares Core S&P Small-Cap ETF worth $3.52M as of Q1 2026.
  • Integrated Advisors Network sold 32,726 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $4.16M.
  • iShares Core S&P Small-Cap ETF made up 0.18% of Integrated Advisors Network's portfolio in Q1 2026, its #139 holding.
  • Integrated Advisors Network first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • Integrated Advisors Network's iShares Core S&P Small-Cap ETF position peaked at $11.4M in Q4 2023.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.