RIA
IJR icon

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

Regal Investment 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 		$15.2M Sell
122,203
-3
-0% -$381 0.88% 19
2025
Q4 		$14.7M Buy
122,206
+3,112
+3% +$372K 0.88% 20
2025
Q3 		$14.2M Sell
119,094
-1,377
-1% -$158K 0.92% 17
2025
Q2 		$13.2M Sell
120,471
-2,527
-2% -$261K 0.99% 17
2025
Q1 		$12.9M Buy
122,998
+1,185
+1% +$134K 1.04% 16
2024
Q4 		$14M Buy
121,813
+5,999
+5% +$717K 1.05% 17
2024
Q3 		$13.5M Sell
115,814
-4,144
-3% -$468K 0.95% 19
2024
Q2 		$12.8M Buy
119,958
+2,497
+2% +$267K 0.83% 25
2024
Q1 		$13M Buy
117,461
+8,884
+8% +$943K 0.89% 23
2023
Q4 		$11.8M Buy
108,577
+2,170
+2% +$209K 0.89% 19
2023
Q3 		$10M Sell
106,407
-1,831
-2% -$183K 0.84% 23
2023
Q2 		$10.8M Buy
108,238
+2,743
+3% +$261K 0.9% 22
2023
Q1 		$10.2M Sell
105,495
-8,893
-8% -$889K 0.9% 22
2022
Q4 		$10.8M Buy
114,388
+1,823
+2% +$175K 1.05% 20
2022
Q3 		$9.81M Buy
112,565
+20,695
+23% +$2.01M 1.04% 22
2022
Q2 		$8.49M Sell
91,870
-10,650
-10% -$1.06M 0.88% 27
2022
Q1 		$11.1M Sell
102,520
-2,523
-2% -$272K 1.01% 22
2021
Q4 		$12M Buy
105,043
+4,855
+5% +$553K 1.07% 16
2021
Q3 		$10.9M Buy
100,188
+3,264
+3% +$359K 1.06% 17
2021
Q2 		$10.9M Buy
96,924
+52,123
+116% +$5.81M 1.1% 14
2021
Q1 		$4.86M Sell
44,801
-46,628
-51% -$4.88M 4.93% 7
2020
Q4 		$8.4M Buy
91,429
+39,366
+76% +$3.23M 0.95% 22
2020
Q3 		$3.66M Sell
52,063
-46,487
-47% -$3.33M 4.32% 8
2020
Q2 		$6.73M Buy
98,550
+49,306
+100% +$3.11M 1.23% 18
2020
Q1 		$2.76M Sell
49,244
-27,115
-36% -$2.02M 4.06% 9
2019
Q4 		$6.4M Buy
76,359
+827
+1% +$66.5K 1.15% 19
2019
Q3 		$5.88M Buy
75,532
+2,137
+3% +$165K 1.15% 19
2019
Q2 		$5.75M Buy
73,395
+310
+0.4% +$24.1K 1.12% 20
2019
Q1 		$5.64M Sell
73,085
-1,061
-1% -$81.5K 1.15% 19
2018
Q4 		$5.14M Buy
74,146
+1,567
+2% +$121K 1.13% 20
2018
Q3 		$6.33M Buy
72,579
+15,143
+26% +$1.33M 1.33% 13
2018
Q2 		$4.79M Sell
57,436
-81,496
-59% -$6.64M 1.46% 10
2018
Q1 		$10.7M Buy
138,932
+8,086
+6% +$629K 2.36% 2
2017
Q4 		$10.1M Sell
130,846
-625
-0.5% -$47.1K 2.24% 2
2017
Q3 		$9.76M Buy
131,471
+1,838
+1% +$129K 2.28% 2
2017
Q2 		$9.09M Buy
129,633
+47,537
+58% +$3.29M 2.25% 2
2017
Q1 		$5.68M Buy
82,096
+1,398
+2% +$96.4K 1.48% 7
2016
Q4 		$5.55M Buy
80,698
+13,474
+20% +$869K 1.53% 7
2016
Q3 		$4.17M Buy
67,224
+15,648
+30% +$956K 1.18% 12
2016
Q2 		$3M Buy
51,576
+2,488
+5% +$142K 0.82% 35
2016
Q1 		$2.76M Sell
49,088
-3,642
-7% -$190K 0.75% 51
2015
Q4 		$2.9M Sell
52,730
-29,164
-36% -$1.64M 0.75% 52
2015
Q3 		$4.36M Buy
81,894
+11,210
+16% +$636K 1.13% 12
2015
Q2 		$4.17M Buy
70,684
+34,956
+98% +$2.07M 1.13% 13
2015
Q1 		$2.11M Sell
35,728
-1,610
-4% -$92.3K 0.52% 71
2014
Q4 		$2.13M Buy
37,338
+13,942
+60% +$761K 0.57% 63
2014
Q3 		$1.22M Buy
23,396
+5,526
+31% +$301K 0.37% 80
2014
Q2 		$1M Sell
17,870
-3,498
-16% -$189K 0.36% 82
2014
Q1 		$1.18M Sell
21,368
-9,200
-30% -$497K 0.5% 70
2013
Q4 		$1.67M Buy
30,568
+13,210
+76% +$691K 0.96% 26
2013
Q3 		$866K Sell
17,358
-7,826
-31% -$378K 0.51% 75
2013
Q2 		$1.14M Buy
+25,184
New +$1.12M 0.63% 46

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

Regal Investment Advisors's IJR Position: Q1 2026 in Review

Regal Investment Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0% in Q1 2026, selling an estimated $381 and leaving 122,203 shares worth $15.2M. The position accounts for 0.88% of the portfolio, ranked #19.

Regal Investment Advisors first reported a position in IJR in Q2 2013 and has held it in 52 quarters since. 2,737 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Regal Investment Advisors held 122,203 shares of iShares Core S&P Small-Cap ETF worth $15.2M as of Q1 2026.
  • Regal Investment Advisors sold 3 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $381.
  • iShares Core S&P Small-Cap ETF made up 0.88% of Regal Investment Advisors's portfolio in Q1 2026, its #19 holding.
  • Regal Investment Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 52 quarters since.
  • 2,737 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.