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Parsons Capital Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Parsons Capital Management’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 		$4.79M Buy
32,322
+379
+1% +$52K 0.22% 103
2026
Q1 		$3.97M Buy
31,943
+730
+2% +$92.7K 0.18% 123
2025
Q4 		$3.75M Sell
31,213
-2,217
-7% -$265K 0.21% 112
2025
Q3 		$3.97M Sell
33,430
-1,791
-5% -$206K 0.23% 101
2025
Q2 		$3.85M Sell
35,221
-573
-2% -$59.2K 0.24% 95
2025
Q1 		$3.74M Sell
35,794
-5,393
-13% -$609K 0.2% 101
2024
Q4 		$4.75M Sell
41,187
-1,073
-3% -$128K 0.26% 76
2024
Q3 		$4.94M Sell
42,260
-1,139
-3% -$129K 0.31% 70
2024
Q2 		$4.63M Sell
43,399
-9,000
-17% -$963K 0.32% 64
2024
Q1 		$5.79M Sell
52,399
-1,025
-2% -$109K 0.4% 53
2023
Q4 		$5.78M Sell
53,424
-162
-0.3% -$15.6K 0.41% 51
2023
Q3 		$5.05M Sell
53,586
-1,599
-3% -$160K 0.4% 56
2023
Q2 		$5.5M Sell
55,185
-197
-0.4% -$18.8K 0.42% 52
2023
Q1 		$5.36M Buy
55,382
+1,948
+4% +$195K 0.43% 54
2022
Q4 		$5.06M Buy
53,434
+5,386
+11% +$517K 0.42% 54
2022
Q3 		$4.19M Buy
48,048
+579
+1% +$56.2K 0.38% 63
2022
Q2 		$4.39M Buy
47,469
+520
+1% +$51.7K 0.39% 63
2022
Q1 		$5.07M Buy
46,949
+58
+0.1% +$6.26K 0.38% 62
2021
Q4 		$5.37M Buy
46,891
+884
+2% +$101K 0.38% 58
2021
Q3 		$5.02M Buy
46,007
+1,176
+3% +$129K 0.39% 55
2021
Q2 		$5.07M Buy
44,831
+1,862
+4% +$208K 0.39% 58
2021
Q1 		$4.66M Buy
42,969
+952
+2% +$99.7K 0.38% 57
2020
Q4 		$3.86M Buy
42,017
+3,545
+9% +$291K 0.33% 69
2020
Q3 		$2.7M Sell
38,472
-961
-2% -$68.9K 0.26% 85
2020
Q2 		$2.69M Sell
39,433
-2,241
-5% -$141K 0.29% 76
2020
Q1 		$2.34M Sell
41,674
-827
-2% -$61.6K 0.3% 76
2019
Q4 		$3.56M Sell
42,501
-1,129
-3% -$90.8K 0.36% 66
2019
Q3 		$3.4M Sell
43,630
-705
-2% -$54.6K 0.37% 66
2019
Q2 		$3.47M Sell
44,335
-1,248
-3% -$96.9K 0.38% 64
2019
Q1 		$3.52M Sell
45,583
-714
-2% -$54.8K 0.39% 63
2018
Q4 		$3.21M Sell
46,297
-2,103
-4% -$163K 0.39% 60
2018
Q3 		$4.22M Buy
48,400
+111
+0.2% +$9.72K 0.45% 54
2018
Q2 		$4.03M Buy
48,289
+809
+2% +$65.9K 0.46% 55
2018
Q1 		$3.66M Sell
47,480
-1,801
-4% -$140K 0.43% 59
2017
Q4 		$3.79M Sell
49,281
-1,293
-3% -$97.5K 0.42% 59
2017
Q3 		$3.75M Sell
50,574
-1,989
-4% -$139K 0.44% 61
2017
Q2 		$3.69M Sell
52,563
-731
-1% -$50.6K 0.45% 52
2017
Q1 		$3.69M Buy
53,294
+33,988
+176% +$2.34M 0.47% 50
2016
Q4 		$1.33M Buy
19,306
+226
+1% +$14.6K 0.18% 134
2016
Q3 		$1.18M Sell
19,080
-300
-2% -$18.3K 0.16% 143
2016
Q2 		$1.13M Buy
19,380
+2,024
+12% +$115K 0.15% 147
2016
Q1 		$977K Buy
17,356
+436
+3% +$22.8K 0.13% 164
2015
Q4 		$932K Buy
16,920
+316
+2% +$17.8K 0.13% 165
2015
Q3 		$885K Sell
16,604
-112
-0.7% -$6.35K 0.13% 169
2015
Q2 		$985K Buy
16,716
+970
+6% +$57.4K 0.13% 170
2015
Q1 		$929K Buy
15,746
+248
+2% +$14.2K 0.13% 160
2014
Q4 		$884K Buy
15,498
+412
+3% +$22.5K 0.12% 171
2014
Q3 		$788K Buy
15,086
+1,672
+12% +$91K 0.11% 180
2014
Q2 		$752K Buy
13,414
+2,200
+20% +$119K 0.1% 184
2014
Q1 		$617K Sell
11,214
-140
-1% -$7.57K 0.09% 204
2013
Q4 		$619K Buy
11,354
+500
+5% +$26.1K 0.09% 192
2013
Q3 		$541K Sell
10,854
-70
-0.6% -$3.38K 0.09% 200
2013
Q2 		$494K Buy
+10,924
New +$484K 0.08% 205

Other funds holding IJR

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
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Parsons Capital Management's IJR Position: Q2 2026 in Review

Parsons Capital Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.2% in Q2 2026, buying an estimated $52K and bringing the position to 32,322 shares worth $4.79M. The position accounts for 0.22% of the portfolio, ranked #103.

Parsons Capital Management first reported a position in IJR in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.79M in Q1 2024. 1,512 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Parsons Capital Management held 32,322 shares of iShares Core S&P Small-Cap ETF worth $4.79M as of Q2 2026.
  • Parsons Capital Management bought 379 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $52K.
  • iShares Core S&P Small-Cap ETF made up 0.22% of Parsons Capital Management's portfolio in Q2 2026, its #103 holding.
  • Parsons Capital Management first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 53 quarters since.
  • Parsons Capital Management's iShares Core S&P Small-Cap ETF position peaked at $5.79M in Q1 2024.
  • 1,512 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Parsons Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.