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

Patriot Investment Management Group’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 		$2.44M Sell
16,456
-62
-0.4% -$8.51K 0.14% 64
2026
Q1 		$2.05M Hold
16,518
– – 0.13% 69
2025
Q4 		$1.99M Sell
16,518
-40
-0.2% -$4.78K 0.13% 70
2025
Q3 		$1.97M Sell
16,558
-266
-2% -$30.6K 0.13% 71
2025
Q2 		$1.84M Buy
16,824
+79
+0.5% +$8.17K 0.13% 69
2025
Q1 		$1.75M Sell
16,745
-72
-0.4% -$8.13K 0.13% 70
2024
Q4 		$1.94M Sell
16,817
-14,366
-46% -$1.72M 0.14% 69
2024
Q3 		$3.65M Buy
31,183
+124
+0.4% +$14K 0.27% 48
2024
Q2 		$3.31M Sell
31,059
-1,662
-5% -$178K 0.26% 48
2024
Q1 		$3.62M Buy
32,721
+34
+0.1% +$3.61K 0.29% 46
2023
Q4 		$3.54M Sell
32,687
-1,455
-4% -$140K 0.3% 46
2023
Q3 		$3.22M Sell
34,142
-45
-0.1% -$4.5K 0.3% 47
2023
Q2 		$3.41M Sell
34,187
-116
-0.3% -$11K 0.29% 48
2023
Q1 		$3.32M Sell
34,303
-165
-0.5% -$16.5K 0.29% 45
2022
Q4 		$3.52M Sell
34,468
-1,055
-3% -$101K 0.31% 45
2022
Q3 		$3.1M Buy
35,523
+13,010
+58% +$1.26M 0.32% 48
2022
Q2 		$2.08M Buy
22,513
+13
+0.1% +$1.29K 0.2% 66
2022
Q1 		$2.43M Buy
22,500
+767
+4% +$82.8K 0.21% 57
2021
Q4 		$2.49M Sell
21,733
-33
-0.2% -$3.76K 0.21% 59
2021
Q3 		$2.38M Buy
21,766
+20
+0.1% +$2.2K 0.21% 56
2021
Q2 		$2.46M Sell
21,746
-141
-0.6% -$15.7K 0.23% 57
2021
Q1 		$2.38M Buy
21,887
+5,974
+38% +$625K 0.24% 56
2020
Q4 		$1.46M Sell
15,913
-6,804
-30% -$559K 0.22% 55
2020
Q3 		$1.59M Sell
22,717
-30
-0.1% -$2.15K 0.19% 64
2020
Q2 		$1.55M Buy
22,747
+94
+0.4% +$5.93K 0.2% 63
2020
Q1 		$1.27M Buy
22,653
+91
+0.4% +$6.78K 0.19% 69
2019
Q4 		$1.89M Buy
22,562
+198
+0.9% +$15.9K 0.24% 57
2019
Q3 		$1.69M Sell
22,364
-242
-1% -$18.7K 0.23% 57
2019
Q2 		$1.77M Sell
22,606
-490
-2% -$38K 0.25% 58
2019
Q1 		$1.78M Buy
+23,096
New +$1.77M 0.26% 55

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
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
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Patriot Investment Management Group's IJR Position: Q2 2026 in Review

Patriot Investment Management Group reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.38% in Q2 2026, selling an estimated $8.51K and leaving 16,456 shares worth $2.44M. The position accounts for 0.14% of the portfolio, ranked #64.

Patriot Investment Management Group first reported a position in IJR in Q1 2019 and has held it in 30 quarters since. The position peaked at $3.65M in Q3 2024. 1,265 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Patriot Investment Management Group held 16,456 shares of iShares Core S&P Small-Cap ETF worth $2.44M as of Q2 2026.
  • Patriot Investment Management Group sold 62 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $8.51K.
  • iShares Core S&P Small-Cap ETF made up 0.14% of Patriot Investment Management Group's portfolio in Q2 2026, its #64 holding.
  • Patriot Investment Management Group first reported a position in iShares Core S&P Small-Cap ETF in Q1 2019 and has held it in 30 quarters since.
  • Patriot Investment Management Group's iShares Core S&P Small-Cap ETF position peaked at $3.65M in Q3 2024.
  • 1,265 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.