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Ironwood Investment Counsel’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Ironwood Investment Counsel’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 		$601K Sell
4,052
-9
-0.2% -$1.24K 0.08% 163
2026
Q1 		$505K Buy
4,061
+117
+3% +$14.9K 0.07% 176
2025
Q4 		$474K Buy
3,944
+15
+0.4% +$1.79K 0.07% 175
2025
Q3 		$467K Buy
3,929
+7
+0.2% +$805 0.07% 177
2025
Q2 		$429K Buy
3,922
+8
+0.2% +$827 0.07% 178
2025
Q1 		$409K Buy
3,914
+6
+0.2% +$677 0.07% 175
2024
Q4 		$450K Buy
3,908
+25
+0.6% +$2.99K 0.08% 166
2024
Q3 		$454K Buy
3,883
+9
+0.2% +$1.02K 0.08% 173
2024
Q2 		$413K Sell
3,874
-116
-3% -$12.4K 0.07% 180
2024
Q1 		$441K Buy
3,990
+85
+2% +$9.03K 0.08% 177
2023
Q4 		$423K Buy
3,905
+16
+0.4% +$1.54K 0.08% 176
2023
Q3 		$284K Hold
3,889
– – 0.06% 199
2023
Q2 		$388K Buy
3,889
+7
+0.2% +$667 0.09% 144
2023
Q1 		$375K Sell
3,882
-417
-10% -$41.7K 0.09% 152
2022
Q4 		$407K Buy
4,299
+615
+17% +$59K 0.1% 144
2022
Q3 		$321K Buy
3,684
+193
+6% +$18.7K 0.09% 142
2022
Q2 		$322K Buy
3,491
+188
+6% +$18.7K 0.09% 150
2022
Q1 		$356K Buy
3,303
+4
+0.1% +$432 0.09% 150
2021
Q4 		$377K Sell
3,299
-312
-9% -$35.6K 0.09% 147
2021
Q3 		$394K Buy
3,611
+279
+8% +$30.7K 0.1% 140
2021
Q2 		$376K Sell
3,332
-1,052
-24% -$117K 0.1% 142
2021
Q1 		$475K Buy
4,384
+30
+0.7% +$3.14K 0.14% 124
2020
Q4 		$400K Buy
4,354
+183
+4% +$15K 0.09% 151
2020
Q3 		$292K Sell
4,171
-1,310
-24% -$93.9K 0.08% 162
2020
Q2 		$374K Buy
5,481
+1,209
+28% +$76.3K 0.11% 131
2020
Q1 		$239K Sell
4,272
-199
-4% -$14.8K 0.09% 143
2019
Q4 		$374K Buy
4,471
+1,003
+29% +$80.7K 0.13% 117
2019
Q3 		$269K Sell
3,468
-408
-11% -$31.6K 0.1% 138
2019
Q2 		$303K Buy
3,876
+616
+19% +$47.8K 0.12% 123
2019
Q1 		$251K Buy
3,260
+1
+0% +$77 0.1% 136
2018
Q4 		$225K Buy
+3,259
New +$252K 0.1% 137

Other funds holding IJR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Ironwood Investment Counsel's IJR Position: Q2 2026 in Review

Ironwood Investment Counsel reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.22% in Q2 2026, selling an estimated $1.24K and leaving 4,052 shares worth $601K. The position accounts for 0.08% of the portfolio, ranked #163.

Ironwood Investment Counsel first reported a position in IJR in Q4 2018 and has held it in 31 quarters since. 1,901 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Ironwood Investment Counsel held 4,052 shares of iShares Core S&P Small-Cap ETF worth $601K as of Q2 2026.
  • Ironwood Investment Counsel sold 9 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $1.24K.
  • iShares Core S&P Small-Cap ETF made up 0.08% of Ironwood Investment Counsel's portfolio in Q2 2026, its #163 holding.
  • Ironwood Investment Counsel first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • 1,901 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Ironwood Investment Counsel's 13F filing for Q2 2026, filed 6 Aug 2026.