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Princeton Global Asset Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Princeton Global Asset 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 		$2.13M Buy
14,353
+139
+1% +$19.1K 0.31% 71
2026
Q1 		$1.77M Buy
14,214
+1,878
+15% +$239K 0.29% 75
2025
Q4 		$1.48M Buy
12,336
+33
+0.3% +$3.95K 0.24% 82
2025
Q3 		$1.46M Buy
12,303
+95
+0.8% +$10.9K 0.24% 86
2025
Q2 		$1.33M Buy
12,208
+2,800
+30% +$289K 0.24% 85
2025
Q1 		$984K Sell
9,408
-326
-3% -$36.8K 0.2% 97
2024
Q4 		$1.12M Buy
9,734
+1,297
+15% +$155K 0.21% 93
2024
Q3 		$987K Buy
8,437
+6,823
+423% +$771K 0.19% 95
2024
Q2 		$172K Buy
1,614
+1,319
+447% +$141K 0.04% 179
2024
Q1 		$32.6K Hold
295
– – 0.01% 314
2023
Q4 		$31.9K Hold
295
– – 0.01% 312
2023
Q3 		$27.8K Hold
295
– – 0.01% 303
2023
Q2 		$29.4K Hold
295
– – 0.01% 303
2023
Q1 		$28.5K Buy
+295
New +$29.5K 0.01% 314
2020
Q2 		– Sell
-2,675
Closed -$150K – 538
2020
Q1 		$150K Buy
+2,675
New +$199K 0.07% 168

Other funds holding IJR

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 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
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Princeton Global Asset Management's IJR Position: Q2 2026 in Review

Princeton Global Asset Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.98% in Q2 2026, buying an estimated $19.1K and bringing the position to 14,353 shares worth $2.13M. The position accounts for 0.31% of the portfolio, ranked #71.

Princeton Global Asset Management first reported a position in IJR in Q1 2020 and has held it in 15 quarters since. 521 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Princeton Global Asset Management held 14,353 shares of iShares Core S&P Small-Cap ETF worth $2.13M as of Q2 2026.
  • Princeton Global Asset Management bought 139 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $19.1K.
  • iShares Core S&P Small-Cap ETF made up 0.31% of Princeton Global Asset Management's portfolio in Q2 2026, its #71 holding.
  • Princeton Global Asset Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2020 and has held it in 15 quarters since.
  • 521 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.