Lyell Wealth Management
IJR icon

Lyell Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Lyell Wealth Management’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 		$4.79M Sell
35,209
-3,981
-10% -$576K 0.28% 68
2026
Q2 		$5.81M Buy
39,190
+3,500
+10% +$480K 0.36% 62
2026
Q1 		$4.44M Buy
35,690
+16,489
+86% +$2.09M 0.33% 67
2025
Q4 		$2.31M Buy
19,201
+5,406
+39% +$647K 0.17% 84
2025
Q3 		$1.64M Buy
13,795
+1,990
+17% +$229K 0.12% 93
2025
Q2 		$1.29M Sell
11,805
-11,830
-50% -$1.22M 0.1% 105
2025
Q1 		$2.47M Buy
23,635
+3,744
+19% +$422K 0.23% 86
2024
Q4 		$2.29M Buy
19,891
+12,681
+176% +$1.52M 0.21% 92
2024
Q3 		$843K Buy
7,210
+1,850
+35% +$209K 0.08% 126
2024
Q2 		$572K Hold
5,360
– – 0.05% 130
2024
Q1 		$592K Sell
5,360
-1,625
-23% -$173K 0.06% 129
2023
Q4 		$756K Buy
6,985
+187
+3% +$18K 0.09% 117
2023
Q3 		$641K Sell
6,798
-1,315
-16% -$131K 0.09% 116
2023
Q2 		$808K Sell
8,113
-1,636
-17% -$156K 0.1% 112
2023
Q1 		$943K Sell
9,749
-1,732
-15% -$173K 0.13% 110
2022
Q4 		$1.09M Sell
11,481
-440
-4% -$42.2K 0.17% 100
2022
Q3 		$1.04M Buy
11,921
+1,616
+16% +$157K 0.18% 98
2022
Q2 		$952K Buy
10,305
+1,995
+24% +$198K 0.16% 104
2022
Q1 		$896K Buy
8,310
+3,612
+77% +$390K 0.12% 110
2021
Q4 		$538K Buy
4,698
+825
+21% +$94K 0.06% 132
2021
Q3 		$423K Sell
3,873
-700
-15% -$77.1K 0.05% 138
2021
Q2 		$517K Sell
4,573
-1,542
-25% -$172K 0.06% 134
2021
Q1 		$664K Buy
+6,115
New +$640K 0.1% 114
2020
Q2 		– Sell
-16,870
Closed -$947K – 123
2020
Q1 		$947K Sell
16,870
-5,490
-25% -$409K 0.28% 71
2019
Q4 		$1.88M Buy
22,360
+2,320
+12% +$187K 0.5% 60
2019
Q3 		$1.56M Buy
20,040
+755
+4% +$58.5K 0.47% 61
2019
Q2 		$1.51M Sell
19,285
-2,942
-13% -$228K 0.46% 62
2019
Q1 		$1.72M Buy
22,227
+1,735
+8% +$133K 0.57% 56
2018
Q4 		$1.42M Sell
20,492
-3,675
-15% -$284K 0.59% 56
2018
Q3 		$2.12M Buy
24,167
+7,760
+47% +$680K 0.71% 53
2018
Q2 		$1.37M Buy
16,407
+12,397
+309% +$1.01M 0.5% 64
2018
Q1 		$309K Buy
+4,010
New +$312K 0.11% 93

Other funds holding IJR

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Lyell Wealth Management's IJR Position: Q3 2026 in Review

Lyell Wealth Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 10% in Q3 2026, selling an estimated $576K and leaving 35,209 shares worth $4.79M. The position accounts for 0.28% of the portfolio, ranked #68.

Lyell Wealth Management first reported a position in IJR in Q1 2018 and has held it in 32 quarters since. The position peaked at $5.81M in Q2 2026. 1,762 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Lyell Wealth Management held 35,209 shares of iShares Core S&P Small-Cap ETF worth $4.79M as of Q3 2026.
  • Lyell Wealth Management sold 3,981 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $576K.
  • iShares Core S&P Small-Cap ETF made up 0.28% of Lyell Wealth Management's portfolio in Q3 2026, its #68 holding.
  • Lyell Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2018 and has held it in 32 quarters since.
  • Lyell Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $5.81M in Q2 2026.
  • 1,762 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.