Mutual 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 | $4.25M | Sell |
34,170
-775
| -2% | -$98.5K | 0.09% | 216 |
|
|
2025
Q4 | $4.2M | Sell |
34,945
-2,678
| -7% | -$320K | 0.09% | 215 |
|
|
2025
Q3 | $4.52M | Buy |
37,623
+1,451
| +4% | +$167K | 0.1% | 201 |
|
|
2025
Q2 | $4.08M | Buy |
36,172
+3,124
| +9% | +$323K | 0.1% | 199 |
|
|
2025
Q1 | $3.3M | Sell |
33,048
-13,736
| -29% | -$1.55M | 0.09% | 207 |
|
|
2024
Q4 | $5.49M | Sell |
46,784
-18,467
| -28% | -$2.21M | 0.16% | 123 |
|
|
2024
Q3 | $7.5M | Buy |
65,251
+14,093
| +28% | +$1.59M | 0.22% | 84 |
|
|
2024
Q2 | $5.99M | Buy |
51,158
+4,945
| +11% | +$529K | 0.18% | 116 |
|
|
2024
Q1 | $5.11M | Buy |
46,213
+3,696
| +9% | +$392K | 0.16% | 128 |
|
|
2023
Q4 | $4.6M | Sell |
42,517
-1,415
| -3% | -$136K | 0.16% | 138 |
|
|
2023
Q3 | $4.14M | Sell |
43,932
-28,394
| -39% | -$2.84M | 0.16% | 129 |
|
|
2023
Q2 | $7.21M | Buy |
72,326
+35,011
| +94% | +$3.33M | 0.27% | 72 |
|
|
2023
Q1 | $3.61M | Sell |
37,315
-1,495
| -4% | -$149K | 0.15% | 144 |
|
|
2022
Q4 | $3.67M | Buy |
38,810
+4,911
| +14% | +$471K | 0.16% | 129 |
|
|
2022
Q3 | $2.96M | Buy |
33,899
+9,247
| +38% | +$898K | 0.15% | 135 |
|
|
2022
Q2 | $2.28M | Sell |
24,652
-23
| -0.1% | -$2.29K | 0.15% | 159 |
|
|
2022
Q1 | $2.66M | Sell |
24,675
-751
| -3% | -$81K | 0.15% | 164 |
|
|
2021
Q4 | $2.91M | Buy |
25,426
+1,357
| +6% | +$155K | 0.15% | 157 |
|
|
2021
Q3 | $2.63M | Buy |
24,069
+2,476
| +11% | +$273K | 0.16% | 164 |
|
|
2021
Q2 | $2.44M | Buy |
21,593
+10,691
| +98% | +$1.19M | 0.14% | 179 |
|
|
2021
Q1 | $1.18M | Sell |
10,902
-845
| -7% | -$88.5K | 0.08% | 296 |
|
|
2020
Q4 | $1.08M | Sell |
11,747
-199
| -2% | -$16.3K | 0.08% | 287 |
|
|
2020
Q3 | $839K | Sell |
11,946
-656
| -5% | -$47K | 0.07% | 289 |
|
|
2020
Q2 | $861K | Buy |
12,602
+1,677
| +15% | +$106K | 0.08% | 247 |
|
|
2020
Q1 | $613K | Sell |
10,925
-2,903
| -21% | -$216K | 0.08% | 249 |
|
|
2019
Q4 | $1.16M | Buy |
13,828
+5,339
| +63% | +$430K | 0.12% | 201 |
|
|
2019
Q3 | $661K | Sell |
8,489
-2,272
| -21% | -$176K | 0.09% | 262 |
|
|
2019
Q2 | $842K | Buy |
10,761
+1,229
| +13% | +$95.4K | 0.11% | 232 |
|
|
2019
Q1 | $735K | Sell |
9,532
-4,065
| -30% | -$312K | 0.11% | 217 |
|
|
2018
Q4 | $943K | Sell |
13,597
-20,836
| -61% | -$1.61M | 0.19% | 136 |
|
|
2018
Q3 | $3M | Buy |
34,433
+7,150
| +26% | +$626K | 0.46% | 40 |
|
|
2018
Q2 | $2.28M | Buy |
27,283
+6,003
| +28% | +$489K | 0.52% | 37 |
|
|
2018
Q1 | $1.64M | Buy |
21,280
+6,125
| +40% | +$477K | 0.42% | 50 |
|
|
2017
Q4 | $1.16M | Buy |
+15,155
| New | +$1.14M | 0.44% | 70 |
|
Other funds holding IJR
Mutual Advisors's IJR Position: Q1 2026 in Review
Mutual Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 2.2% in Q1 2026, selling an estimated $98.5K and leaving 34,170 shares worth $4.25M. The position accounts for 0.09% of the portfolio, ranked #216.
Mutual Advisors first reported a position in IJR in Q4 2017 and has held it in 34 quarters since. The position peaked at $7.5M in Q3 2024. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.
- Mutual Advisors held 34,170 shares of iShares Core S&P Small-Cap ETF worth $4.25M as of Q1 2026.
- Mutual Advisors sold 775 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $98.5K.
- iShares Core S&P Small-Cap ETF made up 0.09% of Mutual Advisors's portfolio in Q1 2026, its #216 holding.
- Mutual Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2017 and has held it in 34 quarters since.
- Mutual Advisors's iShares Core S&P Small-Cap ETF position peaked at $7.5M in Q3 2024.
- 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.
Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.