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

LBMC Investment Advisors’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 		$22.2M Buy
178,762
+1,947
+1% +$247K 1.36% 15
2025
Q4 		$21.2M Buy
176,815
+5,079
+3% +$607K 1.31% 15
2025
Q3 		$20.4M Buy
171,736
+17,444
+11% +$2.01M 1.3% 14
2025
Q2 		$16.9M Buy
154,292
+10,741
+7% +$1.11M 1.2% 14
2025
Q1 		$15M Sell
143,551
-10,253
-7% -$1.16M 1.17% 15
2024
Q4 		$17.7M Sell
153,804
-274
-0.2% -$32.7K 1.4% 10
2024
Q3 		$18M Buy
154,078
+1,509
+1% +$170K 1.42% 11
2024
Q2 		$16.3M Buy
152,569
+2,739
+2% +$293K 1.41% 10
2024
Q1 		$16.6M Buy
149,830
+2,343
+2% +$249K 1.44% 10
2023
Q4 		$16M Buy
147,487
+5,251
+4% +$506K 1.52% 10
2023
Q3 		$13M Buy
142,236
+8,685
+7% +$868K 1.39% 10
2023
Q2 		$13.3M Sell
133,551
-3,623
-3% -$345K 1.31% 11
2023
Q1 		$13.3M Buy
137,174
+4,770
+4% +$477K 1.34% 10
2022
Q4 		$12.5M Sell
132,404
-9,558
-7% -$917K 1.32% 10
2022
Q3 		$12.4M Buy
141,962
+7,854
+6% +$763K 1.42% 10
2022
Q2 		$12.4M Buy
134,108
+39,477
+42% +$3.93M 1.35% 10
2022
Q1 		$10.2M Sell
94,631
-1,461
-2% -$158K 0.9% 20
2021
Q4 		$11M Buy
96,092
+16,997
+21% +$1.94M 0.95% 16
2021
Q3 		$10.4K Sell
79,095
-18,372
-19% -$2.02M 0.97% 13
2021
Q2 		$11M Buy
97,467
+424
+0.4% +$47.3K 1.05% 12
2021
Q1 		$10.5M Buy
97,043
+15
+0% +$1.57K 1.11% 13
2020
Q4 		$8.92M Buy
97,028
+1,677
+2% +$138K 1.05% 16
2020
Q3 		$6.7M Buy
95,351
+9,819
+11% +$704K 0.93% 17
2020
Q2 		$5.84M Buy
85,532
+25,161
+42% +$1.59M 0.92% 16
2020
Q1 		$3.39M Sell
60,371
-19
-0% -$1.42K 0.63% 20
2019
Q4 		$5.06M Buy
60,390
+105
+0.2% +$8.45K 0.71% 18
2019
Q3 		$4.69M Sell
60,285
-6,330
-10% -$490K 0.71% 17
2019
Q2 		$5.21M Buy
66,615
+3,522
+6% +$273K 0.79% 15
2019
Q1 		$4.87M Buy
63,093
+3,021
+5% +$232K 0.77% 16
2018
Q4 		$4.16M Buy
60,072
+46,251
+335% +$3.57M 0.77% 16
2018
Q3 		$1.21M Hold
13,821
– – 0.19% 31
2018
Q2 		$1.15M Hold
13,821
– – 0.19% 30
2018
Q1 		$1.06M Sell
13,821
-440
-3% -$34.2K 0.18% 29
2017
Q4 		$1.09M Hold
14,261
– – 0.18% 31
2017
Q3 		$1.06M Buy
14,261
+2,091
+17% +$147K 0.18% 29
2017
Q2 		$853K Hold
12,170
– – 0.15% 33
2017
Q1 		$842K Buy
12,170
+1,062
+10% +$73.2K 0.15% 33
2016
Q4 		$764K Hold
11,108
– – 0.14% 36
2016
Q3 		$690K Buy
11,108
+200
+2% +$12.2K 0.13% 42
2016
Q2 		$634K Buy
10,908
+864
+9% +$49.3K 0.13% 37
2016
Q1 		$565K Sell
10,044
-1,794
-15% -$93.6K 0.12% 39
2015
Q4 		$652K Buy
+11,838
New +$667K 0.14% 34

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

LBMC Investment Advisors's IJR Position: Q1 2026 in Review

LBMC Investment Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.1% in Q1 2026, buying an estimated $247K and bringing the position to 178,762 shares worth $22.2M. The position accounts for 1.36% of the portfolio, ranked #15.

LBMC Investment Advisors first reported a position in IJR in Q4 2015 and has held it in 42 quarters since. 2,737 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • LBMC Investment Advisors held 178,762 shares of iShares Core S&P Small-Cap ETF worth $22.2M as of Q1 2026.
  • LBMC Investment Advisors bought 1,947 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $247K.
  • iShares Core S&P Small-Cap ETF made up 1.36% of LBMC Investment Advisors's portfolio in Q1 2026, its #15 holding.
  • LBMC Investment Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2015 and has held it in 42 quarters since.
  • 2,737 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on LBMC Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.