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Private Advisor Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Private Advisor 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
2023
Q4 		– Sell
-17,800
Closed -$16.8K – 2365
2023
Q3 		$16.8K Buy
+17,800
New +$1.78M ﹤0.01% 2129

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Private Advisor Group's IJR Position: Q2 2026 in Review

Private Advisor Group reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 12% in Q2 2026, selling an estimated $8.65M and leaving 468,586 shares worth $69.5M. The position accounts for 0.32% of the portfolio, ranked #54.

Private Advisor Group first reported a position in IJR in Q4 2013 and has held it in 51 quarters since. The position peaked at $121M in Q4 2024. 1,358 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Private Advisor Group held 468,586 shares of iShares Core S&P Small-Cap ETF worth $69.5M as of Q2 2026.
  • Private Advisor Group sold 62,996 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $8.65M.
  • iShares Core S&P Small-Cap ETF made up 0.32% of Private Advisor Group's portfolio in Q2 2026, its #54 holding.
  • Private Advisor Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2013 and has held it in 51 quarters since.
  • Private Advisor Group's iShares Core S&P Small-Cap ETF position peaked at $121M in Q4 2024.
  • 1,358 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.