Mount Yale Investment Advisors’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
Q1 | $28.4M | Buy |
228,153
+51,370
| +29% | +$6.53M | 0.66% | 28 |
|
|
2025
Q4 | $21.2M | Buy |
176,783
+88,841
| +101% | +$10.6M | 1.02% | 18 |
|
|
2025
Q3 | $10.5M | Buy |
87,942
+50,664
| +136% | +$5.83M | 0.73% | 28 |
|
|
2025
Q2 | $4.07M | Sell |
37,278
-2,821
| -7% | -$292K | 0.32% | 60 |
|
|
2025
Q1 | $4.19M | Sell |
40,099
-7,753
| -16% | -$875K | 0.36% | 47 |
|
|
2024
Q4 | $5.51M | Buy |
47,852
+1,752
| +4% | +$209K | 0.45% | 33 |
|
|
2024
Q3 | $5.39M | Sell |
46,100
-968
| -2% | -$109K | 0.52% | 34 |
|
|
2024
Q2 | $5.02M | Buy |
47,068
+668
| +1% | +$71.5K | 0.4% | 48 |
|
|
2024
Q1 | $5.13M | Sell |
46,400
-17,781
| -28% | -$1.89M | 0.39% | 50 |
|
|
2023
Q4 | $6.95M | Buy |
64,181
+21,267
| +50% | +$2.05M | 0.66% | 18 |
|
|
2023
Q3 | $4.05M | Buy |
42,914
+1,177
| +3% | +$118K | 0.44% | 50 |
|
|
2023
Q2 | $4.16M | Buy |
41,737
+1,625
| +4% | +$155K | 0.44% | 49 |
|
|
2023
Q1 | $3.88M | Sell |
40,112
-35,915
| -47% | -$3.59M | 0.44% | 51 |
|
|
2022
Q4 | $7.2M | Buy |
76,027
+27,007
| +55% | +$2.59M | 0.82% | 18 |
|
|
2022
Q3 | $4.27M | Buy |
49,020
+8,473
| +21% | +$823K | 0.57% | 40 |
|
|
2022
Q2 | $3.75M | Sell |
40,547
-3,370
| -8% | -$335K | 0.47% | 49 |
|
|
2022
Q1 | $4.74M | Sell |
43,917
-9,790
| -18% | -$1.06M | 0.52% | 45 |
|
|
2021
Q4 | $6.15M | Buy |
53,707
+13,264
| +33% | +$1.51M | 0.64% | 31 |
|
|
2021
Q3 | $4.42M | Buy |
40,443
+6,185
| +18% | +$681K | 0.51% | 47 |
|
|
2021
Q2 | $3.87M | Sell |
34,258
-71
| -0.2% | -$7.92K | 0.47% | 53 |
|
|
2021
Q1 | $3.73M | Buy |
34,329
+219
| +0.6% | +$22.9K | 0.49% | 51 |
|
|
2020
Q4 | $3.13M | Sell |
34,110
-4,757
| -12% | -$391K | 0.44% | 63 |
|
|
2020
Q3 | $2.73M | Buy |
38,867
+1,747
| +5% | +$125K | 0.39% | 63 |
|
|
2020
Q2 | $2.54M | Buy |
37,120
+2,289
| +7% | +$145K | 0.45% | 60 |
|
|
2020
Q1 | $1.95M | Buy |
34,831
+1,334
| +4% | +$99.4K | 0.44% | 58 |
|
|
2019
Q4 | $2.7M | Buy |
33,497
+2,160
| +7% | +$174K | 0.47% | 49 |
|
|
2019
Q3 | $2.54M | Buy |
31,337
+3,901
| +14% | +$302K | 0.45% | 54 |
|
|
2019
Q2 | $2.08M | Sell |
27,436
-471
| -2% | -$36.6K | 0.38% | 63 |
|
|
2019
Q1 | $2.15M | Sell |
27,907
-629
| -2% | -$48.3K | 0.4% | 60 |
|
|
2018
Q4 | $2.21M | Buy |
28,536
+3,644
| +15% | +$282K | 0.45% | 54 |
|
|
2018
Q3 | $2.03M | Buy |
24,892
+1,422
| +6% | +$125K | 0.35% | 64 |
|
|
2018
Q2 | $1.96M | Buy |
23,470
+4,078
| +21% | +$332K | 0.37% | 66 |
|
|
2018
Q1 | $1.49M | Buy |
+19,392
| New | +$1.51M | 0.32% | 81 |
|
Other funds holding IJR
Mount Yale Investment Advisors's IJR Position: Q1 2026 in Review
Mount Yale Investment Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 29% in Q1 2026, buying an estimated $6.53M and bringing the position to 228,153 shares worth $28.4M. The position accounts for 0.66% of the portfolio, ranked #28.
Mount Yale Investment Advisors first reported a position in IJR in Q1 2018 and has held it in 33 quarters since. 2,737 funds tracked by Wall St. Rank hold IJR as of Q1 2026.
- Mount Yale Investment Advisors held 228,153 shares of iShares Core S&P Small-Cap ETF worth $28.4M as of Q1 2026.
- Mount Yale Investment Advisors bought 51,370 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $6.53M.
- iShares Core S&P Small-Cap ETF made up 0.66% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #28 holding.
- Mount Yale Investment Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q1 2018 and has held it in 33 quarters since.
- 2,737 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.
Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.