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

Perennial 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 		$3.54M Sell
28,515
-3,509
-11% -$446K 0.28% 70
2025
Q4 		$3.85M Sell
32,024
-4,844
-13% -$579K 0.3% 65
2025
Q3 		$4.38M Buy
36,868
+807
+2% +$92.8K 0.36% 56
2025
Q2 		$3.94M Sell
36,061
-720
-2% -$74.4K 0.38% 54
2025
Q1 		$3.85M Buy
36,781
+2,041
+6% +$230K 0.43% 45
2024
Q4 		$4M Buy
34,740
+2,393
+7% +$286K 0.47% 47
2024
Q3 		$3.78M Buy
32,347
+5,550
+21% +$627K 0.49% 45
2024
Q2 		$2.86M Buy
26,797
+4,797
+22% +$513K 0.41% 51
2024
Q1 		$2.43M Sell
22,000
-4,493
-17% -$477K 0.37% 53
2023
Q4 		$2.87M Buy
26,493
+2,486
+10% +$240K 0.48% 47
2023
Q3 		$2.26M Sell
24,007
-61
-0.3% -$6.09K 0.41% 59
2023
Q2 		$2.4M Sell
24,068
-734
-3% -$69.9K 0.42% 53
2023
Q1 		$2.4M Sell
24,802
-1,194
-5% -$119K 0.45% 56
2022
Q4 		$2.46M Buy
25,996
+20
+0.1% +$1.92K 1% 26
2022
Q3 		$2.27M Buy
25,976
+1,928
+8% +$187K 1.03% 26
2022
Q2 		$2.22M Sell
24,048
-2,527
-10% -$251K 0.87% 27
2022
Q1 		$2.87M Buy
26,575
+1,585
+6% +$171K 0.91% 23
2021
Q4 		$2.86M Sell
24,990
-1,431
-5% -$163K 0.89% 21
2021
Q3 		$2.88M Buy
26,421
+843
+3% +$92.8K 1.02% 19
2021
Q2 		$2.89M Sell
25,578
-120
-0.5% -$13.4K 1.05% 18
2021
Q1 		$2.79M Buy
25,698
+1,738
+7% +$182K 1.1% 15
2020
Q4 		$2.2M Sell
23,960
-1,058
-4% -$86.9K 0.94% 22
2020
Q3 		$1.76M Buy
25,018
+963
+4% +$69K 0.88% 24
2020
Q2 		$1.64M Buy
24,055
+6,289
+35% +$397K 1.11% 23
2020
Q1 		$997K Buy
17,766
+8,900
+100% +$663K 0.89% 27
2019
Q4 		$744K Buy
+8,866
New +$713K 0.59% 43

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

Perennial Investment Advisors's IJR Position: Q1 2026 in Review

Perennial Investment Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 11% in Q1 2026, selling an estimated $446K and leaving 28,515 shares worth $3.54M. The position accounts for 0.28% of the portfolio, ranked #70.

Perennial Investment Advisors first reported a position in IJR in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.38M in Q3 2025. 2,737 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Perennial Investment Advisors held 28,515 shares of iShares Core S&P Small-Cap ETF worth $3.54M as of Q1 2026.
  • Perennial Investment Advisors sold 3,509 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $446K.
  • iShares Core S&P Small-Cap ETF made up 0.28% of Perennial Investment Advisors's portfolio in Q1 2026, its #70 holding.
  • Perennial Investment Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • Perennial Investment Advisors's iShares Core S&P Small-Cap ETF position peaked at $4.38M in Q3 2025.
  • 2,737 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.