JT Stratford LLC’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 | $1.95M | Sell |
15,724
-2,690
| -15% | -$342K | 0.25% | 97 |
|
|
2025
Q4 | $2.21M | Sell |
18,414
-79,976
| -81% | -$9.56M | 0.28% | 78 |
|
|
2025
Q3 | $11.7M | Buy |
98,390
+4,963
| +5% | +$571K | 1.57% | 15 |
|
|
2025
Q2 | $10.2M | Buy |
93,427
+7,517
| +9% | +$777K | 1.55% | 13 |
|
|
2025
Q1 | $8.98M | Buy |
85,910
+690
| +0.8% | +$77.9K | 1.59% | 13 |
|
|
2024
Q4 | $9.82M | Buy |
85,220
+8,497
| +11% | +$1.02M | 1.61% | 13 |
|
|
2024
Q3 | $8.97M | Buy |
76,723
+1,354
| +2% | +$153K | 1.53% | 12 |
|
|
2024
Q2 | $8.04M | Sell |
75,369
-188
| -0.2% | -$20.1K | 1.49% | 12 |
|
|
2024
Q1 | $8.35M | Buy |
75,557
+3,055
| +4% | +$324K | 1.66% | 10 |
|
|
2023
Q4 | $7.85M | Buy |
72,502
+1,697
| +2% | +$164K | 1.79% | 10 |
|
|
2023
Q3 | $6.68M | Buy |
70,805
+1,873
| +3% | +$187K | 1.72% | 13 |
|
|
2023
Q2 | $6.87M | Buy |
68,932
+5,774
| +9% | +$550K | 1.85% | 10 |
|
|
2023
Q1 | $6.11M | Sell |
63,158
-623
| -1% | -$62.3K | 1.76% | 12 |
|
|
2022
Q4 | $6.04M | Buy |
63,781
+10,732
| +20% | +$1.03M | 1.93% | 12 |
|
|
2022
Q3 | $4.63M | Buy |
53,049
+611
| +1% | +$59.3K | 1.65% | 14 |
|
|
2022
Q2 | $4.85M | Buy |
52,438
+5,921
| +13% | +$589K | 1.54% | 15 |
|
|
2022
Q1 | $5.02M | Buy |
46,517
+336
| +0.7% | +$36.3K | 1.47% | 14 |
|
|
2021
Q4 | $5.29M | Buy |
46,181
+2,179
| +5% | +$248K | 1.45% | 14 |
|
|
2021
Q3 | $4.8M | Sell |
44,002
-8,109
| -16% | -$893K | 1.47% | 15 |
|
|
2021
Q2 | $5.89M | Buy |
52,111
+1,916
| +4% | +$214K | 1.88% | 12 |
|
|
2021
Q1 | $5.45M | Buy |
50,195
+6,854
| +16% | +$717K | 1.92% | 10 |
|
|
2020
Q4 | $3.98M | Buy |
43,341
+9,529
| +28% | +$783K | 1.49% | 13 |
|
|
2020
Q3 | $2.38M | Buy |
33,812
+10,171
| +43% | +$729K | 1.02% | 22 |
|
|
2020
Q2 | $1.61M | Buy |
+23,641
| New | +$1.49M | 0.83% | 37 |
|
|
2020
Q1 | – | Sell |
-18,333
| Closed | -$1.54M | – | 120 |
|
|
2019
Q4 | $1.54M | Buy |
18,333
+7,558
| +70% | +$608K | 0.7% | 45 |
|
|
2019
Q3 | $839K | Sell |
10,775
-3,839
| -26% | -$297K | 0.47% | 65 |
|
|
2019
Q2 | $1.14M | Sell |
14,614
-6,448
| -31% | -$501K | 0.63% | 47 |
|
|
2019
Q1 | $1.63M | Buy |
21,062
+779
| +4% | +$59.8K | 0.93% | 40 |
|
|
2018
Q4 | $1.41M | Buy |
20,283
+474
| +2% | +$36.6K | 0.94% | 41 |
|
|
2018
Q3 | $1.73M | Buy |
19,809
+673
| +4% | +$59K | 0.99% | 37 |
|
|
2018
Q2 | $1.6M | Buy |
19,136
+626
| +3% | +$51K | 0.98% | 39 |
|
|
2018
Q1 | $1.43M | Buy |
+18,510
| New | +$1.44M | 0.89% | 39 |
|
Other funds holding IJR
JT Stratford LLC's IJR Position: Q1 2026 in Review
JT Stratford LLC reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 15% in Q1 2026, selling an estimated $342K and leaving 15,724 shares worth $1.95M. The position accounts for 0.25% of the portfolio, ranked #97.
JT Stratford LLC first reported a position in IJR in Q1 2018 and has held it in 32 quarters since. The position peaked at $11.7M in Q3 2025. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.
- JT Stratford LLC held 15,724 shares of iShares Core S&P Small-Cap ETF worth $1.95M as of Q1 2026.
- JT Stratford LLC sold 2,690 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $342K.
- iShares Core S&P Small-Cap ETF made up 0.25% of JT Stratford LLC's portfolio in Q1 2026, its #97 holding.
- JT Stratford LLC first reported a position in iShares Core S&P Small-Cap ETF in Q1 2018 and has held it in 32 quarters since.
- JT Stratford LLC's iShares Core S&P Small-Cap ETF position peaked at $11.7M in Q3 2025.
- 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.
Based on JT Stratford LLC's 13F filing for Q1 2026, filed 15 May 2026.