LPL Financial’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
Q2 | $2.42B | Sell |
16,331,080
-307,924
| -2% | -$42.3M | 0.54% | 32 |
|
|
2026
Q1 | $2.07B | Sell |
16,639,004
-886,614
| -5% | -$113M | 0.55% | 32 |
|
|
2025
Q4 | $2.11B | Buy |
17,525,618
+992,984
| +6% | +$119M | 0.58% | 30 |
|
|
2025
Q3 | $1.96B | Buy |
16,532,634
+267,961
| +2% | +$30.8M | 0.57% | 30 |
|
|
2025
Q2 | $1.78B | Buy |
16,264,673
+366,885
| +2% | +$37.9M | 0.59% | 26 |
|
|
2025
Q1 | $1.66B | Buy |
15,897,788
+251,169
| +2% | +$28.3M | 0.65% | 22 |
|
|
2024
Q4 | $1.8B | Buy |
15,646,619
+1,639,870
| +12% | +$196M | 0.73% | 22 |
|
|
2024
Q3 | $1.64B | Buy |
14,006,749
+689,382
| +5% | +$77.9M | 0.73% | 22 |
|
|
2024
Q2 | $1.42B | Buy |
13,317,367
+324,829
| +3% | +$34.8M | 0.71% | 24 |
|
|
2024
Q1 | $1.44B | Buy |
12,992,538
+1,267,951
| +11% | +$135M | 0.77% | 21 |
|
|
2023
Q4 | $1.27B | Buy |
11,724,587
+302,015
| +3% | +$29.1M | 0.77% | 20 |
|
|
2023
Q3 | $1.08B | Buy |
11,422,572
+372,791
| +3% | +$37.2M | 0.75% | 20 |
|
|
2023
Q2 | $1.1B | Sell |
11,049,781
-153,513
| -1% | -$14.6M | 0.79% | 20 |
|
|
2023
Q1 | $1.08B | Sell |
11,203,294
-841,231
| -7% | -$84.1M | 0.84% | 17 |
|
|
2022
Q4 | $1.14B | Sell |
12,044,525
-592,490
| -5% | -$56.8M | 0.98% | 11 |
|
|
2022
Q3 | $1.1B | Buy |
12,637,015
+5,864,431
| +87% | +$570M | 1.06% | 11 |
|
|
2022
Q2 | $626M | Sell |
6,772,584
-855,035
| -11% | -$85M | 0.59% | 30 |
|
|
2022
Q1 | $823M | Sell |
7,627,619
-427,453
| -5% | -$46.1M | 0.71% | 23 |
|
|
2021
Q4 | $922M | Buy |
8,055,072
+1,065,616
| +15% | +$121M | 0.77% | 19 |
|
|
2021
Q3 | $763M | Buy |
6,989,456
+744,754
| +12% | +$82M | 0.72% | 20 |
|
|
2021
Q2 | $706M | Buy |
6,244,702
+454,180
| +8% | +$50.7M | 0.71% | 21 |
|
|
2021
Q1 | $628M | Buy |
5,790,522
+1,401,645
| +32% | +$147M | 0.72% | 23 |
|
|
2020
Q4 | $403M | Sell |
4,388,877
-760,521
| -15% | -$62.5M | 0.52% | 36 |
|
|
2020
Q3 | $362M | Sell |
5,149,398
-60,599
| -1% | -$4.34M | 0.56% | 32 |
|
|
2020
Q2 | $356M | Buy |
5,209,997
+1,105,131
| +27% | +$69.8M | 0.62% | 29 |
|
|
2020
Q1 | $230M | Sell |
4,104,866
-735,055
| -15% | -$54.7M | 0.5% | 35 |
|
|
2019
Q4 | $406M | Sell |
4,839,921
-150,511
| -3% | -$12.1M | 0.74% | 24 |
|
|
2019
Q3 | $388M | Sell |
4,990,432
-215,820
| -4% | -$16.7M | 0.79% | 23 |
|
|
2019
Q2 | $408M | Sell |
5,206,252
-327,585
| -6% | -$25.4M | 0.87% | 18 |
|
|
2019
Q1 | $427M | Sell |
5,533,837
-499,503
| -8% | -$38.4M | 0.97% | 18 |
|
|
2018
Q4 | $418M | Sell |
6,033,340
-867,440
| -13% | -$67M | 1.11% | 15 |
|
|
2018
Q3 | $602M | Buy |
6,900,780
+1,018,339
| +17% | +$89.2M | 1.44% | 11 |
|
|
2018
Q2 | $491M | Buy |
5,882,441
+742,118
| +14% | +$60.5M | 1.29% | 11 |
|
|
2018
Q1 | $396M | Buy |
5,140,323
+620,727
| +14% | +$48.3M | 1.09% | 13 |
|
|
2017
Q4 | $347M | Buy |
4,519,596
+1,298,856
| +40% | +$97.9M | 1.06% | 14 |
|
|
2017
Q3 | $239M | Buy |
3,220,740
+30,513
| +1% | +$2.14M | 0.84% | 19 |
|
|
2017
Q2 | $224M | Sell |
3,190,227
-428,304
| -12% | -$29.7M | 0.85% | 19 |
|
|
2017
Q1 | $246M | Buy |
3,618,531
+535,753
| +17% | +$36.9M | 1.67% | 5 |
|
|
2016
Q4 | $213M | Buy |
3,082,778
+957,628
| +45% | +$61.8M | 1.62% | 5 |
|
|
2016
Q3 | $131M | Buy |
2,125,150
+376,264
| +22% | +$23M | 1.25% | 7 |
|
|
2016
Q2 | $101M | Sell |
1,748,886
-1,931,640
| -52% | -$110M | 0.85% | 14 |
|
|
2016
Q1 | $203M | Sell |
3,680,526
-1,167,920
| -24% | -$61M | 0.56% | 32 |
|
|
2015
Q4 | $262M | Buy |
4,848,446
+1,338,020
| +38% | +$75.4M | 0.73% | 25 |
|
|
2015
Q3 | $193M | Buy |
3,510,426
+1,037,458
| +42% | +$58.9M | 1.07% | 13 |
|
|
2015
Q2 | $145M | Buy |
2,472,968
+216,924
| +10% | +$12.8M | 0.74% | 19 |
|
|
2015
Q1 | $133M | Sell |
2,256,044
-82,384
| -4% | -$4.72M | 0.68% | 24 |
|
|
2014
Q4 | $133M | Buy |
2,338,428
+244,036
| +12% | +$13.3M | 0.73% | 20 |
|
|
2014
Q3 | $108M | Sell |
2,094,392
-164,814
| -7% | -$8.97M | 0.64% | 23 |
|
|
2014
Q2 | $127M | Sell |
2,259,206
-1,822,466
| -45% | -$98.6M | 0.74% | 19 |
|
|
2014
Q1 | $225M | Sell |
4,081,672
-531,836
| -12% | -$28.8M | 1.38% | 6 |
|
|
2013
Q4 | $252M | Buy |
4,613,508
+1,465,142
| +47% | +$76.6M | 1.57% | 7 |
|
|
2013
Q3 | $160M | Buy |
3,148,366
+1,178,936
| +60% | +$57M | 1.06% | 12 |
|
|
2013
Q2 | $88.9M | Buy |
+1,969,430
| New | +$87.2M | 0.64% | 29 |
|
Other funds holding IJR
LPL Financial's IJR Position: Q2 2026 in Review
LPL Financial reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.9% in Q2 2026, selling an estimated $42.3M and leaving 16,331,080 shares worth $2.42B. The position accounts for 0.54% of the portfolio, ranked #32.
LPL Financial first reported a position in IJR in Q2 2013 and has held it in 53 quarters since. 2,824 funds tracked by Wall St. Rank hold IJR as of Q2 2026.
- LPL Financial held 16,331,080 shares of iShares Core S&P Small-Cap ETF worth $2.42B as of Q2 2026.
- LPL Financial sold 307,924 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $42.3M.
- iShares Core S&P Small-Cap ETF made up 0.54% of LPL Financial's portfolio in Q2 2026, its #32 holding.
- LPL Financial first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 53 quarters since.
- 2,824 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.