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

Prime Capital 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 		$20M Buy
134,779
+255
+0.2% +$35K 0.19% 96
2026
Q1 		$16.7M Sell
134,524
-1,121
-0.8% -$142K 0.19% 103
2025
Q4 		$16.3M Sell
135,645
-9,217
-6% -$1.1M 0.2% 89
2025
Q3 		$17.2M Sell
144,862
-2,268
-2% -$261K 0.22% 80
2025
Q2 		$16.1M Sell
147,130
-97,673
-40% -$10.1M 0.21% 81
2025
Q1 		$25.6M Buy
244,803
+84,681
+53% +$9.56M 0.3% 67
2024
Q4 		$18.4M Sell
160,122
-550
-0.3% -$65.7K 0.27% 72
2024
Q3 		$18.8M Sell
160,672
-4,458
-3% -$504K 0.27% 71
2024
Q2 		$17.6M Sell
165,130
-30,451
-16% -$3.26M 0.26% 73
2024
Q1 		$21.6M Sell
195,581
-7,682
-4% -$816K 0.3% 68
2023
Q4 		$22M Buy
203,263
+148,046
+268% +$14.3M 0.33% 66
2023
Q3 		$5.21M Sell
55,217
-916
-2% -$91.5K 0.11% 150
2023
Q2 		$5.59M Buy
56,133
+39,684
+241% +$3.78M 0.11% 148
2023
Q1 		$1.59M Sell
16,449
-18,502
-53% -$1.85M 0.07% 190
2022
Q4 		$3.31M Buy
34,951
+19,858
+132% +$1.9M 0.13% 131
2022
Q3 		$1.32M Buy
15,093
+3,216
+27% +$312K 0.08% 157
2022
Q2 		$1.1M Sell
11,877
-92,697
-89% -$9.22M 0.07% 170
2022
Q1 		$12M Sell
104,574
-4,956
-5% -$535K 0.67% 26
2021
Q4 		$12.5M Buy
109,530
+14,212
+15% +$1.62M 0.67% 26
2021
Q3 		$10.4M Buy
95,318
+67,380
+241% +$7.42M 0.65% 24
2021
Q2 		$3.16M Buy
27,938
+1,962
+8% +$219K 0.18% 113
2021
Q1 		$2.82M Sell
25,976
-1,700
-6% -$178K 0.2% 102
2020
Q4 		$2.54M Buy
27,676
+10,234
+59% +$841K 0.2% 97
2020
Q3 		$1.23M Sell
17,442
-58,624
-77% -$4.2M 0.1% 151
2020
Q2 		$5.2M Buy
76,066
+72,945
+2,337% +$4.61M 0.49% 37
2020
Q1 		$175K Buy
3,121
+1,686
+117% +$126K 0.02% 203
2019
Q4 		$120K Sell
1,435
-140
-9% -$11.3K 0.01% 230
2019
Q3 		$123K Buy
1,575
+36
+2% +$2.79K 0.02% 228
2019
Q2 		$120K Buy
+1,539
New +$119K 0.02% 190
2019
Q1 		– Sell
-4,383
Closed -$304K – 373
2018
Q4 		$304K Buy
+4,383
New +$339K 0.11% 97
2018
Q3 		– Sell
-50
Closed -$4K – 308
2018
Q2 		$4K Buy
+50
New +$4.07K ﹤0.01% 299

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
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
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Prime Capital Investment Advisors's IJR Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.19% in Q2 2026, buying an estimated $35K and bringing the position to 134,779 shares worth $20M. The position accounts for 0.19% of the portfolio, ranked #96.

Prime Capital Investment Advisors first reported a position in IJR in Q2 2018 and has held it in 31 quarters since. The position peaked at $25.6M in Q1 2025. 2,400 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Prime Capital Investment Advisors held 134,779 shares of iShares Core S&P Small-Cap ETF worth $20M as of Q2 2026.
  • Prime Capital Investment Advisors bought 255 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $35K.
  • iShares Core S&P Small-Cap ETF made up 0.19% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #96 holding.
  • Prime Capital Investment Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q2 2018 and has held it in 31 quarters since.
  • Prime Capital Investment Advisors's iShares Core S&P Small-Cap ETF position peaked at $25.6M in Q1 2025.
  • 2,400 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.