IDA
IJR icon

Intelligence Driven Advisers’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Intelligence Driven Advisers’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 		$243K Buy
+1,637
New +$225K 0.04% 117
2023
Q4 		– Sell
-23,015
Closed -$2.11M – 97
2023
Q3 		$2.11M Sell
23,015
-1,811
-7% -$181K 0.37% 27
2023
Q2 		$2.42M Sell
24,826
-17,303
-41% -$1.65M 0.42% 28
2023
Q1 		$3.97M Buy
42,129
+4,476
+12% +$447K 0.71% 28
2022
Q4 		$3.65M Buy
37,653
+8,010
+27% +$768K 0.67% 28
2022
Q3 		$2.72M Buy
29,643
+2,672
+10% +$260K 0.55% 41
2022
Q2 		$2.49M Buy
26,971
+3,085
+13% +$307K 0.49% 44
2022
Q1 		$2.5M Sell
23,886
-7,765
-25% -$838K 0.46% 43
2021
Q4 		$3.36M Buy
31,651
+22,588
+249% +$2.57M 0.62% 34
2021
Q3 		$1.01M Sell
9,063
-1,118
-11% -$123K 0.23% 38
2021
Q2 		$1.15M Buy
+10,181
New +$1.14M 0.22% 45
2021
Q1 		– Sell
-3,028
Closed -$278K – 83
2020
Q4 		$278K Sell
3,028
-93
-3% -$7.64K 0.06% 83
2020
Q3 		$219K Sell
3,121
-36,397
-92% -$2.61M 0.05% 73
2020
Q2 		$2.7M Buy
39,518
+1,666
+4% +$105K 0.95% 27
2020
Q1 		$2.12M Buy
37,852
+1,746
+5% +$130K 0.98% 26
2019
Q4 		$3.03M Buy
36,106
+785
+2% +$63.2K 1.37% 18
2019
Q3 		$2.75M Buy
35,321
+4,632
+15% +$359K 1.3% 19
2019
Q2 		$2.4M Buy
+30,689
New +$2.38M 1.14% 24

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

Intelligence Driven Advisers's IJR Position: Q2 2026 in Review

Intelligence Driven Advisers opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 1,637 shares worth $243K. The stake represents 0.04% of the portfolio and ranks #117 among its holdings. This is a return to the name: Intelligence Driven Advisers previously reported a position in IJR as recently as Q3 2023.

Intelligence Driven Advisers first reported a position in IJR in Q2 2019 and has held it in 18 quarters since. The position peaked at $3.97M in Q1 2023. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Intelligence Driven Advisers held 1,637 shares of iShares Core S&P Small-Cap ETF worth $243K as of Q2 2026.
  • iShares Core S&P Small-Cap ETF was a new Intelligence Driven Advisers position in Q2 2026.
  • iShares Core S&P Small-Cap ETF made up 0.04% of Intelligence Driven Advisers's portfolio in Q2 2026, its #117 holding.
  • Intelligence Driven Advisers first reported a position in iShares Core S&P Small-Cap ETF in Q2 2019 and has held it in 18 quarters since.
  • Intelligence Driven Advisers's iShares Core S&P Small-Cap ETF position peaked at $3.97M in Q1 2023.
  • 2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Intelligence Driven Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.