PIA
IJR icon

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

Polaris 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
Q2 		$586K Sell
3,949
-17
-0.4% -$2.33K 0.38% 43
2026
Q1 		$493K Hold
3,966
– – 0.36% 41
2025
Q4 		$477K Buy
+3,966
New +$474K 0.34% 41

Other funds holding IJR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Polaris Investment Advisors's IJR Position: Q2 2026 in Review

Polaris Investment Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.43% in Q2 2026, selling an estimated $2.33K and leaving 3,949 shares worth $586K. The position accounts for 0.38% of the portfolio, ranked #43.

Polaris Investment Advisors first reported a position in IJR in Q4 2025 and has held it in 3 quarters since. 2,024 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Polaris Investment Advisors held 3,949 shares of iShares Core S&P Small-Cap ETF worth $586K as of Q2 2026.
  • Polaris Investment Advisors sold 17 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $2.33K.
  • iShares Core S&P Small-Cap ETF made up 0.38% of Polaris Investment Advisors's portfolio in Q2 2026, its #43 holding.
  • Polaris Investment Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,024 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Polaris Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.