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 Q2	$536K	Buy	3,616 +261	+8%	+$35.8K	0.12%	91
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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PSI Advisors's IJR Position: Q2 2026 in Review

PSI Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 7.8% in Q2 2026, buying an estimated $35.8K and bringing the position to 3,616 shares worth $536K. The position accounts for 0.12% of the portfolio, ranked #91.

PSI Advisors first reported a position in IJR in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.08M in Q4 2021. 2,847 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

PSI Advisors held 3,616 shares of iShares Core S&P Small-Cap ETF worth $536K as of Q2 2026.
PSI Advisors bought 261 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $35.8K.
iShares Core S&P Small-Cap ETF made up 0.12% of PSI Advisors's portfolio in Q2 2026, its #91 holding.
PSI Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 27 quarters since.
PSI Advisors's iShares Core S&P Small-Cap ETF position peaked at $7.08M in Q4 2021.
2,847 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on PSI Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.