QPWM
IJR icon

Quadrant Private Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Quadrant Private Wealth 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 		– Sell
-9,684
Closed -$1.2M – 218
2026
Q1 		$1.2M Sell
9,684
-1,877
-16% -$238K 0.19% 110
2025
Q4 		$1.39M Buy
11,561
+136
+1% +$16.3K 0.23% 95
2025
Q3 		$1.36M Sell
11,425
-819
-7% -$94.2K 0.25% 91
2025
Q2 		$1.34M Buy
12,244
+1,262
+11% +$130K 0.28% 85
2025
Q1 		$1.15M Sell
10,982
-750
-6% -$84.6K 0.29% 87
2024
Q4 		$1.35M Buy
11,732
+390
+3% +$46.6K 0.33% 79
2024
Q3 		$1.33M Buy
11,342
+2,623
+30% +$296K 0.33% 77
2024
Q2 		$930K Sell
8,719
-5,501
-39% -$589K 0.21% 95
2024
Q1 		$1.57M Buy
14,220
+210
+1% +$22.3K 0.4% 70
2023
Q4 		$1.52M Buy
+14,010
New +$1.35M 0.42% 63
2023
Q3 		– Sell
-13,997
Closed -$1.39M – 230
2023
Q2 		$1.39M Sell
13,997
-51
-0.4% -$4.86K 0.4% 64
2023
Q1 		$1.36M Sell
14,048
-196
-1% -$19.6K 0.42% 66
2022
Q4 		$1.35M Buy
+14,244
New +$1.37M 0.45% 61
2022
Q2 		– Sell
-5,329
Closed -$575K – 215
2022
Q1 		$575K Sell
5,329
-144
-3% -$15.5K 0.21% 102
2021
Q4 		$627K Buy
5,473
+544
+11% +$62K 0.23% 94
2021
Q3 		$538K Buy
4,929
+576
+13% +$63.4K 0.22% 99
2021
Q2 		$492K Buy
4,353
+218
+5% +$24.3K 0.2% 110
2021
Q1 		$449K Buy
4,135
+842
+26% +$88.1K 0.2% 110
2020
Q4 		$303K Sell
3,293
-347
-10% -$28.5K 0.13% 147
2020
Q3 		$256K Buy
+3,640
New +$261K 0.13% 150
2018
Q1 		– Sell
-2,854
Closed -$219K – 99
2017
Q4 		$219K Buy
+2,854
New +$215K 0.23% 86

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

Quadrant Private Wealth Management's IJR Position: Q2 2026 in Review

Quadrant Private Wealth Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2026, closing a stake of 9,684 shares — an estimated $1.2M sold.

Quadrant Private Wealth Management first reported a position in IJR in Q4 2017 and held it in 21 quarters. The position peaked at $1.57M in Q1 2024. 1,486 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Quadrant Private Wealth Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Quadrant Private Wealth Management sold 9,684 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $1.2M.
  • Quadrant Private Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2017 and held it in 21 quarters.
  • Quadrant Private Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $1.57M in Q1 2024.
  • 1,486 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.