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

Moneta Group 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 		$183M Sell
1,468,209
-2,781
-0.2% -$353K 1.37% 16
2025
Q4 		$177M Sell
1,470,990
-7,989
-0.5% -$955K 1.34% 18
2025
Q3 		$176M Buy
1,478,979
+17,434
+1% +$2.01M 1.4% 17
2025
Q2 		$160M Buy
1,461,545
+24,279
+2% +$2.51M 1.9% 14
2025
Q1 		$150M Sell
1,437,266
-28,963
-2% -$3.27M 2.07% 12
2024
Q4 		$169M Buy
1,466,229
+33,576
+2% +$4.01M 2.37% 10
2024
Q3 		$168M Buy
1,432,653
+12,915
+0.9% +$1.46M 2.43% 10
2024
Q2 		$151M Buy
1,419,738
+31,438
+2% +$3.36M 2.42% 10
2024
Q1 		$153M Sell
1,388,300
-5,298
-0.4% -$563K 2.5% 10
2023
Q4 		$151M Buy
1,393,598
+533,883
+62% +$51.5M 2.98% 9
2023
Q3 		$81.1M Buy
859,715
+56,448
+7% +$5.64M 1.84% 13
2023
Q2 		$80M Buy
803,267
+75,042
+10% +$7.15M 1.77% 12
2023
Q1 		$70.4M Buy
728,225
+126,795
+21% +$12.7M 1.69% 13
2022
Q4 		$62.3M Sell
601,430
-20,029
-3% -$1.92M 1.71% 14
2022
Q3 		$54.2M Sell
621,459
-19,543
-3% -$1.9M 2.06% 11
2022
Q2 		$59.2M Buy
641,002
+107,381
+20% +$10.7M 2.02% 11
2022
Q1 		$57.6M Buy
533,621
+24,696
+5% +$2.67M 2.26% 12
2021
Q4 		$58.3M Buy
508,925
+24,357
+5% +$2.78M 2.37% 10
2021
Q3 		$52.9M Buy
484,568
+24,602
+5% +$2.71M 2.44% 9
2021
Q2 		$52M Sell
459,966
-8,697
-2% -$970K 2.39% 6
2021
Q1 		$50.9M Buy
468,663
+86,715
+23% +$9.08M 2.69% 3
2020
Q4 		$35.1M Buy
381,948
+15,210
+4% +$1.25M 2.52% 5
2020
Q3 		$25.8M Sell
366,738
-21,913
-6% -$1.57M 2.24% 13
2020
Q2 		$26.5M Buy
388,651
+47,482
+14% +$3M 2.52% 8
2020
Q1 		$19.1M Buy
341,169
+39,356
+13% +$2.93M 1.99% 15
2019
Q4 		$25.3M Buy
301,813
+20,711
+7% +$1.67M 2.12% 11
2019
Q3 		$21.9M Sell
281,102
-1,895
-0.7% -$147K 2.05% 12
2019
Q2 		$22.2M Buy
282,997
+25,395
+10% +$1.97M 2.18% 10
2019
Q1 		$19.9M Buy
257,602
+11,555
+5% +$887K 2.08% 11
2018
Q4 		$17.1M Buy
246,047
+15,451
+7% +$1.19M 2.03% 10
2018
Q3 		$20.1M Buy
230,596
+110,217
+92% +$9.66M 2.06% 11
2018
Q2 		$10M Buy
120,379
+77,899
+183% +$6.35M 1.12% 18
2018
Q1 		$3.27M Buy
42,480
+2,580
+6% +$201K 0.44% 38
2017
Q4 		$3.06M Buy
39,900
+2,470
+7% +$186K 0.46% 30
2017
Q3 		$2.78M Buy
37,430
+26,435
+240% +$1.85M 0.43% 35
2017
Q2 		$771K Buy
+10,995
New +$761K 0.13% 97
2015
Q4 		– Sell
-174
Closed -$9K – 272
2015
Q3 		$9K Buy
+174
New +$9.87K ﹤0.01% 430

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

Moneta Group Investment Advisors's IJR Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.19% in Q1 2026, selling an estimated $353K and leaving 1,468,209 shares worth $183M. The position accounts for 1.37% of the portfolio, ranked #16.

Moneta Group Investment Advisors first reported a position in IJR in Q3 2015 and has held it in 37 quarters since. 2,736 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Moneta Group Investment Advisors held 1,468,209 shares of iShares Core S&P Small-Cap ETF worth $183M as of Q1 2026.
  • Moneta Group Investment Advisors sold 2,781 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $353K.
  • iShares Core S&P Small-Cap ETF made up 1.37% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #16 holding.
  • Moneta Group Investment Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q3 2015 and has held it in 37 quarters since.
  • 2,736 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.