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

Ironsides Asset 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 Q2	$8.07M	Buy	54,424 +84	+0.2%	+$11.5K	1.89%	11
2026 Q1	$6.75M	Buy	54,340 +45	+0.1%	+$5.72K	1.69%	12
2025 Q4	$6.53M	Buy	54,295 +129	+0.2%	+$15.4K	1.65%	12
2025 Q3	$6.44M	Buy	54,166 +101	+0.2%	+$11.6K	1.66%	13
2025 Q2	$5.91M	Sell	54,065 -82	-0.2%	-$8.48K	1.71%	11
2025 Q1	$5.66M	Sell	54,147 -50,243	-48%	-$5.67M	1.66%	10
2024 Q4	$12M	Buy	104,390 +509	+0.5%	+$60.8K	3.45%	7
2024 Q3	$12.1M	Buy	103,881 +813	+0.8%	+$91.8K	3.53%	6
2024 Q2	$11M	Buy	+103,068	New	+$11M	3.66%	6
2014 Q3	–	Sell	-3,624	Closed	-$203K	–	169
2014 Q2	$203K	Buy	+3,624	New	+$196K	0.06%	162

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Ironsides Asset Advisors's IJR Position: Q2 2026 in Review

Ironsides Asset Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.15% in Q2 2026, buying an estimated $11.5K and bringing the position to 54,424 shares worth $8.07M. The position accounts for 1.89% of the portfolio, ranked #11.

Ironsides Asset Advisors first reported a position in IJR in Q2 2014 and has held it in 10 quarters since. The position peaked at $12.1M in Q3 2024. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Ironsides Asset Advisors held 54,424 shares of iShares Core S&P Small-Cap ETF worth $8.07M as of Q2 2026.
Ironsides Asset Advisors bought 84 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $11.5K.
iShares Core S&P Small-Cap ETF made up 1.89% of Ironsides Asset Advisors's portfolio in Q2 2026, its #11 holding.
Ironsides Asset Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q2 2014 and has held it in 10 quarters since.
Ironsides Asset Advisors's iShares Core S&P Small-Cap ETF position peaked at $12.1M in Q3 2024.
2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Ironsides Asset Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.