Investors Research Corp’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Investors Research Corp’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	$33.2K	Buy	+224	New	+$30.7K	0.01%	424
2025 Q3	–	Sell	-204	Closed	-$22.3K	–	908
2025 Q2	$22.3K	Hold	204	–	–	﹤0.01%	569
2025 Q1	$21.3K	Hold	204	–	–	﹤0.01%	574
2024 Q4	$23.5K	Hold	204	–	–	0.01%	569
2024 Q3	$23.9K	Hold	204	–	–	0.01%	575
2024 Q2	$21.8K	Buy	204 +8	+4%	+$856	0.01%	615
2024 Q1	$21.7K	Buy	196 +20	+11%	+$2.12K	0.01%	610
2023 Q4	$19.1K	Hold	176	–	–	﹤0.01%	644
2023 Q3	$16.6K	Sell	176 -50	-22%	-$5K	﹤0.01%	684
2023 Q2	$22.5K	Hold	226	–	–	0.01%	629
2023 Q1	$21.9K	Hold	226	–	–	0.01%	653
2022 Q4	$21.4K	Hold	226	–	–	0.01%	656
2022 Q3	$20K	Hold	226	–	–	0.01%	649
2022 Q2	$21K	Hold	226	–	–	0.01%	652
2022 Q1	$24K	Hold	226	–	–	0.01%	624
2021 Q4	$26K	Buy	226 +38	+20%	+$4.33K	0.01%	621
2021 Q3	$21K	Sell	188 -16	-8%	-$1.76K	0.01%	662
2021 Q2	$23K	Buy	204 +188	+1,175%	+$21K	0.01%	654
2021 Q1	$2K	Sell	16 -1,575	-99%	-$165K	﹤0.01%	899
2020 Q4	$146K	Hold	1,591	–	–	0.06%	352
2020 Q3	$112K	Hold	1,591	–	–	0.05%	369
2020 Q2	$109K	Hold	1,591	–	–	0.05%	347
2020 Q1	$89K	Hold	1,591	–	–	0.06%	345
2019 Q4	$133K	Buy	1,591 +16	+1%	+$1.29K	0.06%	351
2019 Q3	$123K	Hold	1,575	–	–	0.06%	353
2019 Q2	$123K	Hold	1,575	–	–	0.06%	339
2019 Q1	$122K	Buy	+1,575	New	+$121K	0.07%	345

Other funds holding IJR

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

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

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

AWM

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Investors Research Corp's IJR Position: Q2 2026 in Review

Investors Research Corp opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 224 shares worth $33.2K. The stake represents 0.01% of the portfolio and ranks #424 among its holdings. This is a return to the name: Investors Research Corp previously reported a position in IJR as recently as Q2 2025.

Investors Research Corp first reported a position in IJR in Q1 2019 and has held it in 27 quarters since. The position peaked at $146K in Q4 2020. 616 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Investors Research Corp held 224 shares of iShares Core S&P Small-Cap ETF worth $33.2K as of Q2 2026.
iShares Core S&P Small-Cap ETF was a new Investors Research Corp position in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.01% of Investors Research Corp's portfolio in Q2 2026, its #424 holding.
Investors Research Corp first reported a position in iShares Core S&P Small-Cap ETF in Q1 2019 and has held it in 27 quarters since.
Investors Research Corp's iShares Core S&P Small-Cap ETF position peaked at $146K in Q4 2020.
616 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.