Lantz Financial
IJR icon

Lantz Financial’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Lantz Financial’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
Q3 		$530K Sell
3,893
-49
-1% -$7.09K 0.1% 176
2026
Q2 		$585K Hold
3,942
– – 0.11% 162
2026
Q1 		$490K Buy
3,942
+51
+1% +$6.48K 0.1% 169
2025
Q4 		$468K Sell
3,891
-241
-6% -$28.8K 0.1% 166
2025
Q3 		$491K Hold
4,132
– – 0.11% 159
2025
Q2 		$452K Sell
4,132
-48
-1% -$4.96K 0.11% 152
2025
Q1 		$437K Buy
4,180
+239
+6% +$27K 0.12% 147
2024
Q4 		$454K Sell
3,941
-11
-0.3% -$1.31K 0.12% 147
2024
Q3 		$462K Sell
3,952
-71
-2% -$8.02K 0.13% 141
2024
Q2 		$429K Buy
4,023
+12
+0.3% +$1.28K 0.13% 138
2024
Q1 		$443K Sell
4,011
-193
-5% -$20.5K 0.14% 138
2023
Q4 		$455K Buy
+4,204
New +$405K 0.16% 127
2023
Q3 		– Sell
-2,013
Closed -$201K – 191
2023
Q2 		$201K Sell
2,013
-200
-9% -$19K 0.08% 184
2023
Q1 		$214K Sell
2,213
-5,649
-72% -$565K 0.09% 173
2022
Q4 		$744K Buy
7,862
+361
+5% +$34.6K 0.34% 76
2022
Q3 		$654K Buy
7,501
+3,389
+82% +$329K 0.34% 77
2022
Q2 		$380K Sell
4,112
-7,703
-65% -$766K 0.17% 114
2022
Q1 		$1.28M Sell
11,815
-1,324
-10% -$143K 0.52% 58
2021
Q4 		$1.5M Buy
13,139
+2,241
+21% +$255K 0.69% 43
2021
Q3 		$1.19M Buy
10,898
+2,121
+24% +$234K 0.61% 51
2021
Q2 		$992K Buy
8,777
+5,601
+176% +$625K 0.51% 58
2021
Q1 		$345K Buy
+3,176
New +$332K 0.2% 98
2020
Q1 		– Sell
-43,795
Closed -$3.67M – 117
2019
Q4 		$3.67M Buy
43,795
+1,520
+4% +$122K 2.17% 6
2019
Q3 		$3.19M Sell
42,275
-426
-1% -$33K 2.16% 6
2019
Q2 		$3.33M Buy
42,701
+14
+0% +$1.09K 2.25% 6
2019
Q1 		$3.29M Buy
+42,687
New +$3.28M 2.39% 6

Other funds holding IJR

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Nationwide Fund Advisors
Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return

Lantz Financial's IJR Position: Q3 2026 in Review

Lantz Financial reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.2% in Q3 2026, selling an estimated $7.09K and leaving 3,893 shares worth $530K. The position accounts for 0.1% of the portfolio, ranked #176.

Lantz Financial first reported a position in IJR in Q1 2019 and has held it in 26 quarters since. The position peaked at $3.67M in Q4 2019. 1,794 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Lantz Financial held 3,893 shares of iShares Core S&P Small-Cap ETF worth $530K as of Q3 2026.
  • Lantz Financial sold 49 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $7.09K.
  • iShares Core S&P Small-Cap ETF made up 0.1% of Lantz Financial's portfolio in Q3 2026, its #176 holding.
  • Lantz Financial first reported a position in iShares Core S&P Small-Cap ETF in Q1 2019 and has held it in 26 quarters since.
  • Lantz Financial's iShares Core S&P Small-Cap ETF position peaked at $3.67M in Q4 2019.
  • 1,794 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.