Janney Montgomery Scott
IJR icon

Janney Montgomery Scott’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Janney Montgomery Scott’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
Q1 		$200M Buy
1,604,971
+48,975
+3% +$6.22M 0.49% 38
2025
Q4 		$187M Buy
1,555,996
+777,025
+100% +$92.9M 0.43% 42
2025
Q3 		$92.6M Buy
778,971
+94,964
+14% +$10.9M 0.22% 101
2025
Q2 		$74.8M Sell
684,007
-105,948
-13% -$11M 0.2% 110
2025
Q1 		$82.6M Sell
789,955
-174,058
-18% -$19.6M 0.23% 94
2024
Q4 		$111M Buy
964,013
+161,098
+20% +$19.2M 0.31% 61
2024
Q3 		$93.9M Buy
802,915
+11,677
+1% +$1.32M 0.26% 82
2024
Q2 		$84.4M Buy
791,238
+63,281
+9% +$6.77M 0.26% 76
2024
Q1 		$80.5M Sell
727,957
-51,022
-7% -$5.42M 0.24% 86
2023
Q4 		$84.3M Sell
778,979
-159,503
-17% -$15.4M 0.27% 69
2023
Q3 		$88.5M Buy
938,482
+13,629
+1% +$1.36M 0.33% 60
2023
Q2 		$92.2M Sell
924,853
-238,266
-20% -$22.7M 0.32% 71
2023
Q1 		$112M Sell
1,163,119
-394,990
-25% -$39.5M 0.46% 46
2022
Q4 		$147M Sell
1,558,109
-58,341
-4% -$5.6M 0.57% 31
2022
Q3 		$141M Buy
1,616,450
+319,596
+25% +$31M 0.6% 28
2022
Q2 		$121M Sell
1,296,854
-474,587
-27% -$47.2M 0.55% 31
2022
Q1 		$191M Buy
1,771,441
+19,587
+1% +$2.11M 0.82% 21
2021
Q4 		$201M Buy
1,751,854
+156,263
+10% +$17.8M 0.78% 19
2021
Q3 		$174M Sell
1,595,591
-74,376
-4% -$8.19M 0.75% 19
2021
Q2 		$189M Buy
1,669,967
+54,132
+3% +$6.04M 0.83% 15
2021
Q1 		$175M Buy
1,615,835
+185,601
+13% +$19.4M 0.85% 15
2020
Q4 		$131M Buy
1,430,234
+109,527
+8% +$9M 0.64% 27
2020
Q3 		$92.8M Buy
1,320,707
+63,235
+5% +$4.53M 0.53% 39
2020
Q2 		$85.9M Buy
1,257,472
+705,012
+128% +$44.5M 0.54% 37
2020
Q1 		$31M Sell
552,460
-23,921
-4% -$1.78M 0.25% 102
2019
Q4 		$48.3M Sell
576,381
-24,394
-4% -$1.96M 0.32% 75
2019
Q3 		$46.8M Sell
600,775
-57,368
-9% -$4.44M 0.34% 71
2019
Q2 		$51.5M Sell
658,143
-149,723
-19% -$11.6M 0.4% 54
2019
Q1 		$62.3M Buy
807,866
+85,947
+12% +$6.6M 0.51% 39
2018
Q4 		$50M Buy
721,919
+19,964
+3% +$1.54M 0.48% 45
2018
Q3 		$61.2M Buy
701,955
+96,553
+16% +$8.46M 0.53% 37
2018
Q2 		$50.5M Buy
605,402
+43,257
+8% +$3.52M 0.49% 45
2018
Q1 		$43.3M Buy
562,145
+16,111
+3% +$1.25M 0.44% 50
2017
Q4 		$41.9M Buy
546,034
+80,458
+17% +$6.07M 0.44% 51
2017
Q3 		$34.6M Buy
465,576
+71,706
+18% +$5.03M 0.39% 64
2017
Q2 		$27.6M Sell
393,870
-8,954
-2% -$620K 0.34% 70
2017
Q1 		$27.9M Buy
402,824
+177,216
+79% +$12.2M 0.37% 63
2016
Q4 		$15.5M Buy
225,608
+100,778
+81% +$6.5M 0.23% 96
2016
Q3 		$7.75M Sell
124,830
-143,954
-54% -$8.79M 0.14% 179
2016
Q2 		$15.6M Buy
268,784
+190,948
+245% +$10.9M 0.32% 79
2016
Q1 		$4.38M Buy
77,836
+22,092
+40% +$1.15M 0.11% 189
2015
Q4 		$3.07M Buy
55,744
+16,004
+40% +$902K 0.08% 265
2015
Q3 		$2.12M Buy
39,740
+5,698
+17% +$323K 0.06% 327
2015
Q2 		$2.01M Buy
34,042
+610
+2% +$36.1K 0.04% 486
2015
Q1 		$1.97M Sell
33,432
-392
-1% -$22.5K 0.04% 580
2014
Q4 		$1.93M Sell
33,824
-1,706
-5% -$93.1K 0.04% 566
2014
Q3 		$1.85M Sell
35,530
-9,888
-22% -$538K 0.04% 560
2014
Q2 		$2.55M Buy
45,418
+738
+2% +$39.9K 0.06% 425
2014
Q1 		$2.46M Sell
44,680
-902
-2% -$48.8K 0.06% 395
2013
Q4 		$2.49M Buy
45,582
+1,002
+2% +$52.4K 0.07% 358
2013
Q3 		$2.22M Buy
+44,580
New +$2.15M 0.07% 355

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Janney Montgomery Scott's IJR Position: Q1 2026 in Review

Janney Montgomery Scott increased its iShares Core S&P Small-Cap ETF (IJR) stake by 3.1% in Q1 2026, buying an estimated $6.22M and bringing the position to 1,604,971 shares worth $200M. The position accounts for 0.49% of the portfolio, ranked #38.

Janney Montgomery Scott first reported a position in IJR in Q3 2013 and has held it in 51 quarters since. The position peaked at $201M in Q4 2021. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Janney Montgomery Scott held 1,604,971 shares of iShares Core S&P Small-Cap ETF worth $200M as of Q1 2026.
  • Janney Montgomery Scott bought 48,975 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $6.22M.
  • iShares Core S&P Small-Cap ETF made up 0.49% of Janney Montgomery Scott's portfolio in Q1 2026, its #38 holding.
  • Janney Montgomery Scott first reported a position in iShares Core S&P Small-Cap ETF in Q3 2013 and has held it in 51 quarters since.
  • Janney Montgomery Scott's iShares Core S&P Small-Cap ETF position peaked at $201M in Q4 2021.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.