IRAG
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Investment Research & Advisory Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Investment Research & Advisory Group’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 		$325K Buy
2,055
+1
+0% +$137 0.1% 66
2026
Q1 		$274K Buy
2,054
+1
+0% +$127 0.1% 67
2025
Q4 		$265K Buy
2,053
+273
+15% +$32.6K 0.09% 67
2025
Q3 		$211K Buy
1,780
+3
+0.2% +$345 0.07% 74
2025
Q2 		$194K Buy
1,777
+1
+0.1% +$103 0.07% 71
2025
Q1 		$186K Hold
1,776
– – 0.08% 74
2024
Q4 		$205K Hold
1,776
– – 0.08% 68
2024
Q3 		$208K Hold
1,776
– – 0.09% 66
2024
Q2 		$189K Hold
1,776
– – 0.08% 66
2024
Q1 		$196K Hold
1,776
– – 0.09% 63
2023
Q4 		$192K Buy
1,776
+55
+3% +$5.3K 0.1% 65
2023
Q3 		$162K Sell
1,721
-276
-14% -$27.6K 0.09% 67
2023
Q2 		$199K Buy
1,997
+276
+16% +$26.3K 0.12% 61
2023
Q1 		$166K Hold
1,721
– – 0.11% 67
2022
Q4 		$163K Hold
1,721
– – 0.11% 66
2022
Q3 		$150K Hold
1,721
– – 0.11% 63
2022
Q2 		$159K Hold
1,721
– – 0.12% 62
2022
Q1 		$186K Buy
1,721
+36
+2% +$3.88K 0.12% 65
2021
Q4 		$193K Hold
1,685
– – 0.12% 61
2021
Q3 		$185K Hold
1,685
– – 0.12% 63
2021
Q2 		$190K Buy
1,685
+180
+12% +$20.1K 0.13% 66
2021
Q1 		$163K Sell
1,505
-138
-8% -$14.4K 0.12% 62
2020
Q4 		$151K Buy
1,643
+1,228
+296% +$101K 0.11% 65
2020
Q3 		$29K Hold
415
– – 0.02% 108
2020
Q2 		$28K Hold
415
– – 0.03% 107
2020
Q1 		$23K Hold
415
– – 0.02% 107
2019
Q4 		$35K Buy
+415
New +$33.4K 0.03% 116

Other funds holding IJR

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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

Investment Research & Advisory Group's IJR Position: Q2 2026 in Review

Investment Research & Advisory Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.05% in Q2 2026, buying an estimated $137 and bringing the position to 2,055 shares worth $325K. The position accounts for 0.1% of the portfolio, ranked #66.

Investment Research & Advisory Group first reported a position in IJR in Q4 2019 and has held it in 27 quarters since. 1,358 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Investment Research & Advisory Group held 2,055 shares of iShares Core S&P Small-Cap ETF worth $325K as of Q2 2026.
  • Investment Research & Advisory Group bought 1 iShares Core S&P Small-Cap ETF share in Q2 2026, an estimated $137.
  • iShares Core S&P Small-Cap ETF made up 0.1% of Investment Research & Advisory Group's portfolio in Q2 2026, its #66 holding.
  • Investment Research & Advisory Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,358 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.