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Lynch & Associates’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Lynch & Associates’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
Q2 		$8.72M Sell
58,811
-1,987
-3% -$273K 1.52% 21
2026
Q1 		$7.56M Buy
60,798
+1,418
+2% +$180K 1.42% 22
2025
Q4 		$7.14M Buy
59,380
+1,967
+3% +$235K 1.35% 23
2025
Q3 		$6.82M Buy
57,413
+2,009
+4% +$231K 1.32% 23
2025
Q2 		$6.06M Buy
55,404
+257
+0.5% +$26.6K 1.22% 27
2025
Q1 		$5.77M Buy
55,147
+3,098
+6% +$350K 1.25% 29
2024
Q4 		$6M Buy
52,049
+1,597
+3% +$191K 1.3% 27
2024
Q3 		$5.9M Buy
50,452
+1,183
+2% +$134K 1.25% 27
2024
Q2 		$5.26M Buy
49,269
+1,352
+3% +$145K 1.18% 30
2024
Q1 		$5.3M Buy
47,917
+4,537
+10% +$482K 1.22% 29
2023
Q4 		$4.7M Buy
43,380
+1,689
+4% +$163K 1.14% 28
2023
Q3 		$3.93M Buy
41,691
+1,125
+3% +$112K 1.04% 33
2023
Q2 		$4.04M Buy
40,566
+242
+0.6% +$23K 1.03% 35
2023
Q1 		$3.9M Sell
40,324
-1,051
-3% -$105K 1.02% 34
2022
Q4 		$3.92M Sell
41,375
-7
-0% -$671 1.02% 32
2022
Q3 		$3.61M Buy
41,382
+681
+2% +$66.1K 1.06% 35
2022
Q2 		$3.76M Buy
40,701
+350
+0.9% +$34.8K 1.02% 34
2022
Q1 		$4.35M Buy
40,351
+126
+0.3% +$13.6K 1.05% 34
2021
Q4 		$4.61M Buy
40,225
+1,031
+3% +$117K 1.09% 35
2021
Q3 		$4.28M Buy
39,194
+778
+2% +$85.7K 1.11% 37
2021
Q2 		$4.34M Sell
38,416
-1,056
-3% -$118K 1.11% 35
2021
Q1 		$4.28M Sell
39,472
-6,303
-14% -$660K 1.16% 34
2020
Q4 		$4.21M Sell
45,775
-3,293
-7% -$271K 1.15% 29
2020
Q3 		$3.45M Sell
49,068
-623
-1% -$44.6K 1.03% 31
2020
Q2 		$3.39M Sell
49,691
-3,737
-7% -$236K 1.1% 31
2020
Q1 		$3M Sell
53,428
-2,889
-5% -$215K 1.1% 27
2019
Q4 		$4.72M Buy
56,317
+2,466
+5% +$198K 1.36% 30
2019
Q3 		$4.19M Buy
53,851
+1,424
+3% +$110K 1.28% 30
2019
Q2 		$4.1M Buy
52,427
+1,136
+2% +$88.2K 1.33% 31
2019
Q1 		$3.96M Buy
51,291
+1,608
+3% +$123K 1.31% 31
2018
Q4 		$3.44M Buy
49,683
+1,341
+3% +$104K 1.29% 31
2018
Q3 		$4.22M Buy
48,342
+1,131
+2% +$99.1K 1.42% 29
2018
Q2 		$3.94M Buy
47,211
+538
+1% +$43.8K 1.43% 31
2018
Q1 		$3.59M Buy
46,673
+3,463
+8% +$270K 1.37% 30
2017
Q4 		$3.32M Buy
43,210
+1,411
+3% +$106K 1.24% 33
2017
Q3 		$3.1M Buy
41,799
+1,773
+4% +$124K 1.23% 31
2017
Q2 		$2.81M Buy
40,026
+3,191
+9% +$221K 1.11% 37
2017
Q1 		$2.55M Buy
36,835
+2,969
+9% +$205K 1.04% 37
2016
Q4 		$2.33M Sell
33,866
-348
-1% -$22.4K 0.98% 38
2016
Q3 		$2.12M Buy
34,214
+2,624
+8% +$160K 0.93% 39
2016
Q2 		$1.84M Buy
31,590
+2,298
+8% +$131K 0.82% 41
2016
Q1 		$1.65M Buy
29,292
+1,198
+4% +$62.5K 0.78% 45
2015
Q4 		$1.55M Buy
28,094
+5,114
+22% +$288K 0.79% 41
2015
Q3 		$1.22M Buy
22,980
+102
+0.4% +$5.79K 0.68% 48
2015
Q2 		$1.35M Sell
22,878
-250
-1% -$14.8K 0.7% 43
2015
Q1 		$1.36M Buy
+23,128
New +$1.33M 0.72% 43

Other funds holding IJR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Lynch & Associates's IJR Position: Q2 2026 in Review

Lynch & Associates reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 3.3% in Q2 2026, selling an estimated $273K and leaving 58,811 shares worth $8.72M. The position accounts for 1.52% of the portfolio, ranked #21.

Lynch & Associates first reported a position in IJR in Q1 2015 and has held it in 46 quarters since. 1,527 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Lynch & Associates held 58,811 shares of iShares Core S&P Small-Cap ETF worth $8.72M as of Q2 2026.
  • Lynch & Associates sold 1,987 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $273K.
  • iShares Core S&P Small-Cap ETF made up 1.52% of Lynch & Associates's portfolio in Q2 2026, its #21 holding.
  • Lynch & Associates first reported a position in iShares Core S&P Small-Cap ETF in Q1 2015 and has held it in 46 quarters since.
  • 1,527 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Lynch & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.