Modera Wealth Management’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 | $211M | Buy |
1,421,648
+13,395
| +1% | +$1.84M | 2.25% | 10 |
|
|
2026
Q1 | $175M | Sell |
1,408,253
-2,096
| -0.1% | -$266K | 2.1% | 10 |
|
|
2025
Q4 | $169M | Sell |
1,410,349
-36,142
| -2% | -$4.32M | 1.96% | 12 |
|
|
2025
Q3 | $172M | Sell |
1,446,491
-5,506
| -0.4% | -$633K | 1.99% | 12 |
|
|
2025
Q2 | $159M | Sell |
1,451,997
-194,149
| -12% | -$20.1M | 1.96% | 11 |
|
|
2025
Q1 | $172M | Sell |
1,646,146
-68,558
| -4% | -$7.74M | 2.33% | 8 |
|
|
2024
Q4 | $198M | Buy |
1,714,704
+78,390
| +5% | +$9.37M | 2.39% | 8 |
|
|
2024
Q3 | $191M | Buy |
1,636,314
+188,783
| +13% | +$21.3M | 2.44% | 8 |
|
|
2024
Q2 | $154M | Buy |
1,447,531
+138,964
| +11% | +$14.9M | 2.27% | 10 |
|
|
2024
Q1 | $145M | Buy |
1,308,567
+214,152
| +20% | +$22.7M | 2.2% | 11 |
|
|
2023
Q4 | $118M | Buy |
1,094,415
+274,582
| +33% | +$26.5M | 1.96% | 12 |
|
|
2023
Q3 | $77.3M | Buy |
819,833
+105,908
| +15% | +$10.6M | 1.46% | 15 |
|
|
2023
Q2 | $71.1M | Buy |
713,925
+227,884
| +47% | +$21.7M | 1.29% | 21 |
|
|
2023
Q1 | $47M | Buy |
486,041
+450,836
| +1,281% | +$45.1M | 1.82% | 14 |
|
|
2022
Q4 | $3.33M | Buy |
35,205
+8,557
| +32% | +$821K | 0.14% | 72 |
|
|
2022
Q3 | $2.32M | Buy |
26,648
+5,420
| +26% | +$526K | 0.12% | 84 |
|
|
2022
Q2 | $1.96M | Buy |
21,228
+7,287
| +52% | +$725K | 0.09% | 90 |
|
|
2022
Q1 | $1.5M | Buy |
13,941
+3,088
| +28% | +$333K | 0.07% | 123 |
|
|
2021
Q4 | $1.24M | Buy |
10,853
+263
| +2% | +$30K | 0.05% | 153 |
|
|
2021
Q3 | $1.16M | Buy |
10,590
+152
| +1% | +$16.7K | 0.06% | 95 |
|
|
2021
Q2 | $1.18M | Sell |
10,438
-41
| -0.4% | -$4.57K | 0.06% | 96 |
|
|
2021
Q1 | $1.14M | Sell |
10,479
-692
| -6% | -$72.4K | 0.07% | 87 |
|
|
2020
Q4 | $1.03M | Buy |
11,171
+355
| +3% | +$29.2K | 0.08% | 88 |
|
|
2020
Q3 | $760K | Sell |
10,816
-929
| -8% | -$66.6K | 0.11% | 66 |
|
|
2020
Q2 | $802K | Buy |
11,745
+1,855
| +19% | +$117K | 0.13% | 60 |
|
|
2020
Q1 | $555K | Buy |
9,890
+3,570
| +56% | +$266K | 0.12% | 75 |
|
|
2019
Q4 | $530K | Buy |
6,320
+524
| +9% | +$42.2K | 0.08% | 74 |
|
|
2019
Q3 | $451K | Sell |
5,796
-1,069
| -16% | -$82.8K | 0.07% | 81 |
|
|
2019
Q2 | $537K | Buy |
6,865
+237
| +4% | +$18.4K | 0.1% | 72 |
|
|
2019
Q1 | $511K | Sell |
6,628
-233
| -3% | -$17.9K | 0.1% | 74 |
|
|
2018
Q4 | $476K | Hold |
6,861
| – | – | 0.09% | 71 |
|
|
2018
Q3 | $599K | Hold |
6,861
| – | – | 0.12% | 66 |
|
|
2018
Q2 | $573K | Buy |
6,861
+698
| +11% | +$56.9K | 0.12% | 66 |
|
|
2018
Q1 | $475K | Buy |
6,163
+12
| +0.2% | +$934 | 0.1% | 72 |
|
|
2017
Q4 | $472K | Buy |
6,151
+2,091
| +52% | +$158K | 0.1% | 73 |
|
|
2017
Q3 | $301K | Hold |
4,060
| – | – | 0.07% | 101 |
|
|
2017
Q2 | $285K | Hold |
4,060
| – | – | 0.07% | 91 |
|
|
2017
Q1 | $281K | Hold |
4,060
| – | – | 0.07% | 97 |
|
|
2016
Q4 | $279K | Sell |
4,060
-172
| -4% | -$11.1K | 0.09% | 90 |
|
|
2016
Q3 | $263K | Sell |
4,232
-180
| -4% | -$11K | 0.09% | 89 |
|
|
2016
Q2 | $256K | Buy |
+4,412
| New | +$252K | 0.09% | 82 |
|
Other funds holding IJR
Modera Wealth Management's IJR Position: Q2 2026 in Review
Modera Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.95% in Q2 2026, buying an estimated $1.84M and bringing the position to 1,421,648 shares worth $211M. The position accounts for 2.25% of the portfolio, ranked #10.
Modera Wealth Management first reported a position in IJR in Q2 2016 and has held it in 41 quarters since. 2,024 funds tracked by Wall St. Rank hold IJR as of Q2 2026.
- Modera Wealth Management held 1,421,648 shares of iShares Core S&P Small-Cap ETF worth $211M as of Q2 2026.
- Modera Wealth Management bought 13,395 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $1.84M.
- iShares Core S&P Small-Cap ETF made up 2.25% of Modera Wealth Management's portfolio in Q2 2026, its #10 holding.
- Modera Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q2 2016 and has held it in 41 quarters since.
- 2,024 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.
Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.