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

PSI 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 		$417K Hold
3,355
– – 0.1% 100
2025
Q4 		$403K Sell
3,355
-91
-3% -$10.9K 0.1% 88
2025
Q3 		$409K Sell
3,446
-250
-7% -$28.8K 0.11% 91
2025
Q2 		$404K Sell
3,696
-337
-8% -$34.8K 0.2% 68
2025
Q1 		$422K Sell
4,033
-876
-18% -$98.8K 0.14% 79
2024
Q4 		$566K Sell
4,909
-239
-5% -$28.6K 0.17% 71
2024
Q3 		$602K Sell
5,148
-601
-10% -$67.9K 0.18% 74
2024
Q2 		$613K Sell
5,749
-23,270
-80% -$2.49M 0.19% 72
2024
Q1 		$3.21M Sell
29,019
-15,850
-35% -$1.68M 1.16% 20
2023
Q4 		$4.86M Sell
44,869
-981
-2% -$94.5K 1.81% 14
2023
Q3 		$4.33M Sell
45,850
-1,618
-3% -$162K 1.87% 12
2023
Q2 		$4.73M Buy
47,468
+129
+0.3% +$12.3K 2.08% 11
2023
Q1 		$4.58M Sell
47,339
-461
-1% -$46.1K 2.21% 10
2022
Q4 		$4.52M Sell
47,800
-7,080
-13% -$679K 2.41% 11
2022
Q3 		$4.79M Sell
54,880
-2,851
-5% -$277K 2.51% 9
2022
Q2 		$5.33M Sell
57,731
-3,538
-6% -$352K 2.62% 8
2022
Q1 		$6.61M Sell
61,269
-23
-0% -$2.48K 2.72% 8
2021
Q4 		$7.08M Buy
61,292
+559
+0.9% +$63.7K 2.88% 7
2021
Q3 		$6.63M Buy
60,733
+2,190
+4% +$241K 3.05% 5
2021
Q2 		$6.61M Buy
58,543
+2,409
+4% +$269K 3.49% 5
2021
Q1 		$6.09M Buy
56,134
+2,702
+5% +$283K 3.59% 5
2020
Q4 		$4.91M Sell
53,432
-4,377
-8% -$360K 3.39% 3
2020
Q3 		$4.06M Sell
57,809
-2,784
-5% -$200K 3.1% 6
2020
Q2 		$4.14M Sell
60,593
-2,252
-4% -$142K 3.34% 5
2020
Q1 		$3.51M Sell
62,845
-9,245
-13% -$689K 3.23% 6
2019
Q4 		$6.04M Buy
+72,090
New +$5.8M 3.89% 3

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

PSI Advisors's IJR Position: Q1 2026 in Review

PSI Advisors held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q1 2026 at 3,355 shares worth $417K. The position accounts for 0.1% of the portfolio, ranked #100.

PSI Advisors first reported a position in IJR in Q4 2019 and has held it in 26 quarters since. The position peaked at $7.08M in Q4 2021. 2,737 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • PSI Advisors held 3,355 shares of iShares Core S&P Small-Cap ETF worth $417K as of Q1 2026.
  • PSI Advisors left its iShares Core S&P Small-Cap ETF share count unchanged in Q1 2026.
  • iShares Core S&P Small-Cap ETF made up 0.1% of PSI Advisors's portfolio in Q1 2026, its #100 holding.
  • PSI Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • PSI Advisors's iShares Core S&P Small-Cap ETF position peaked at $7.08M in Q4 2021.
  • 2,737 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

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