JNBA Financial Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12.4M | Sell |
99,452
-2,561
| -3% | -$325K | 1.03% | 21 |
|
|
2025
Q4 | $12.3M | Sell |
102,013
-1,858
| -2% | -$222K | 1.07% | 20 |
|
|
2025
Q3 | $12.3M | Sell |
103,871
-1,886
| -2% | -$217K | 1.12% | 20 |
|
|
2025
Q2 | $11.6M | Sell |
105,757
-9,103
| -8% | -$941K | 1.11% | 21 |
|
|
2025
Q1 | $12M | Sell |
114,860
-1,787
| -2% | -$202K | 1.25% | 17 |
|
|
2024
Q4 | $13.4M | Buy |
116,647
+1,255
| +1% | +$150K | 1.37% | 15 |
|
|
2024
Q3 | $13.5M | Sell |
115,392
-2,269
| -2% | -$256K | 1.36% | 16 |
|
|
2024
Q2 | $12.5M | Buy |
117,661
+1,639
| +1% | +$175K | 1.32% | 17 |
|
|
2024
Q1 | $12.8M | Sell |
116,022
-3,871
| -3% | -$411K | 1.35% | 22 |
|
|
2023
Q4 | $13M | Sell |
119,893
-3,453
| -3% | -$333K | 1.48% | 22 |
|
|
2023
Q3 | $11.6M | Sell |
123,346
-2,987
| -2% | -$298K | 1.45% | 22 |
|
|
2023
Q2 | $12.6M | Sell |
126,333
-1,744
| -1% | -$166K | 1.51% | 21 |
|
|
2023
Q1 | $12.4M | Sell |
128,077
-2,601
| -2% | -$260K | 1.61% | 19 |
|
|
2022
Q4 | $12.4M | Sell |
130,678
-650
| -0.5% | -$62.3K | 1.72% | 17 |
|
|
2022
Q3 | $11.4M | Sell |
131,328
-1,009
| -0.8% | -$98K | 1.77% | 16 |
|
|
2022
Q2 | $12.2M | Buy |
132,337
+1,528
| +1% | +$152K | 1.85% | 16 |
|
|
2022
Q1 | $14.1M | Sell |
130,809
-5,751
| -4% | -$621K | 1.87% | 15 |
|
|
2021
Q4 | $15.6M | Buy |
136,560
+3,394
| +3% | +$387K | 1.91% | 12 |
|
|
2021
Q3 | $14.5M | Sell |
133,166
-4,904
| -4% | -$540K | 1.95% | 12 |
|
|
2021
Q2 | $15.6M | Buy |
138,070
+3,223
| +2% | +$359K | 2.11% | 9 |
|
|
2021
Q1 | $14.6M | Buy |
134,847
+6,914
| +5% | +$724K | 2.12% | 10 |
|
|
2020
Q4 | $11.8M | Buy |
127,933
+11,349
| +10% | +$932K | 1.93% | 12 |
|
|
2020
Q3 | $8.19M | Buy |
116,584
+1,310
| +1% | +$93.9K | 1.65% | 15 |
|
|
2020
Q2 | $7.87M | Sell |
115,274
-4,995
| -4% | -$315K | 1.69% | 15 |
|
|
2020
Q1 | $6.75M | Sell |
120,269
-3,832
| -3% | -$285K | 1.62% | 17 |
|
|
2019
Q4 | $10.4M | Buy |
124,101
+640
| +0.5% | +$51.5K | 1.98% | 11 |
|
|
2019
Q3 | $9.61M | Sell |
123,461
-1,719
| -1% | -$133K | 1.95% | 13 |
|
|
2019
Q2 | $9.8M | Sell |
125,180
-3,353
| -3% | -$260K | 2% | 13 |
|
|
2019
Q1 | $9.92M | Sell |
128,533
-28,160
| -18% | -$2.16M | 2.13% | 12 |
|
|
2018
Q4 | $10.9M | Buy |
156,693
+144,964
| +1,236% | +$11.2M | 2.46% | 11 |
|
|
2018
Q3 | $1.02M | Sell |
11,729
-161,856
| -93% | -$14.2M | 0.46% | 54 |
|
|
2018
Q2 | $14.5M | Sell |
173,585
-7,218
| -4% | -$588K | 3.06% | 10 |
|
|
2018
Q1 | $13.9M | Sell |
180,803
-13,024
| -7% | -$1.01M | 2.98% | 10 |
|
|
2017
Q4 | $14.9M | Sell |
193,827
-10,153
| -5% | -$765K | 3.13% | 10 |
|
|
2017
Q3 | $15.1M | Sell |
203,980
-57,085
| -22% | -$4M | 3.38% | 9 |
|
|
2017
Q2 | $18.3M | Sell |
261,065
-4,377
| -2% | -$303K | 4.16% | 7 |
|
|
2017
Q1 | $18.4M | Sell |
265,442
-21,976
| -8% | -$1.52M | 4.33% | 7 |
|
|
2016
Q4 | $19.8M | Buy |
287,418
+284,226
| +8,904% | +$18.3M | 4.81% | 7 |
|
|
2016
Q3 | $198K | Sell |
3,192
-265,010
| -99% | -$16.2M | 0.03% | 219 |
|
|
2016
Q2 | $15.6M | Buy |
268,202
+78,746
| +42% | +$4.49M | 4.36% | 8 |
|
|
2016
Q1 | $10.7M | Buy |
189,456
+8,262
| +5% | +$431K | 3.84% | 6 |
|
|
2015
Q4 | $9.98M | Buy |
181,194
+40,098
| +28% | +$2.26M | 3.82% | 6 |
|
|
2015
Q3 | $7.52M | Buy |
141,096
+9,880
| +8% | +$560K | 3.2% | 7 |
|
|
2015
Q2 | $7.73M | Buy |
131,216
+10,044
| +8% | +$594K | 2.93% | 7 |
|
|
2015
Q1 | $7.15M | Buy |
121,172
+20,136
| +20% | +$1.15M | 2.75% | 7 |
|
|
2014
Q4 | $5.76M | Buy |
101,036
+15,468
| +18% | +$844K | 2.32% | 9 |
|
|
2014
Q3 | $4.46M | Buy |
85,568
+3,986
| +5% | +$217K | 2.02% | 11 |
|
|
2014
Q2 | $4.57M | Sell |
81,582
-748
| -0.9% | -$40.5K | 2.22% | 12 |
|
|
2014
Q1 | $4.53M | Buy |
82,330
+586
| +0.7% | +$31.7K | 2.39% | 11 |
|
|
2013
Q4 | $4.46M | Sell |
81,744
-1,340
| -2% | -$70K | 2.44% | 11 |
|
|
2013
Q3 | $4.15M | Sell |
83,084
-4,940
| -6% | -$239K | 2.58% | 9 |
|
|
2013
Q2 | $3.98M | Buy |
+88,024
| New | +$3.9M | 2.73% | 9 |
|
Other funds holding IJR
JNBA Financial Advisors's IJR Position: Q1 2026 in Review
JNBA Financial Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 2.5% in Q1 2026, selling an estimated $325K and leaving 99,452 shares worth $12.4M. The position accounts for 1.03% of the portfolio, ranked #21.
JNBA Financial Advisors first reported a position in IJR in Q2 2013 and has held it in 52 quarters since. The position peaked at $19.8M in Q4 2016. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.
- JNBA Financial Advisors held 99,452 shares of iShares Core S&P Small-Cap ETF worth $12.4M as of Q1 2026.
- JNBA Financial Advisors sold 2,561 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $325K.
- iShares Core S&P Small-Cap ETF made up 1.03% of JNBA Financial Advisors's portfolio in Q1 2026, its #21 holding.
- JNBA Financial Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 52 quarters since.
- JNBA Financial Advisors's iShares Core S&P Small-Cap ETF position peaked at $19.8M in Q4 2016.
- 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.
Based on JNBA Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.