Rehmann Capital Advisory Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $29M | Buy |
233,584
+4,220
| +2% | +$536K | 1.51% | 12 |
|
|
2025
Q4 | $27.8M | Buy |
229,364
+7,598
| +3% | +$909K | 1.45% | 13 |
|
|
2025
Q3 | $26.4M | Buy |
221,766
+8,769
| +4% | +$1.01M | 1.44% | 13 |
|
|
2025
Q2 | $23.3M | Buy |
212,997
+1,792
| +0.8% | +$185K | 1.41% | 15 |
|
|
2025
Q1 | $22.1M | Buy |
211,205
+15,358
| +8% | +$1.73M | 1.39% | 16 |
|
|
2024
Q4 | $22.6M | Buy |
195,847
+1,506
| +0.8% | +$180K | 1.43% | 15 |
|
|
2024
Q3 | $22.7M | Sell |
194,341
-7,397
| -4% | -$836K | 1.49% | 14 |
|
|
2024
Q2 | $21.5M | Sell |
201,738
-9,572
| -5% | -$1.02M | 1.54% | 12 |
|
|
2024
Q1 | $23.4M | Buy |
211,310
+13,772
| +7% | +$1.46M | 1.74% | 9 |
|
|
2023
Q4 | $21.4M | Buy |
197,538
+8,053
| +4% | +$776K | 1.77% | 9 |
|
|
2023
Q3 | $17.9M | Buy |
189,485
+34,440
| +22% | +$3.44M | 1.66% | 12 |
|
|
2023
Q2 | $15.5M | Buy |
155,045
+13,911
| +10% | +$1.32M | 1.39% | 14 |
|
|
2023
Q1 | $13.6M | Buy |
141,134
+1,873
| +1% | +$187K | 1.28% | 14 |
|
|
2022
Q4 | $13.2M | Buy |
139,261
+8,269
| +6% | +$793K | 1.35% | 11 |
|
|
2022
Q3 | $11.4M | Buy |
130,992
+11,581
| +10% | +$1.12M | 1.27% | 17 |
|
|
2022
Q2 | $11M | Sell |
119,411
-3,200
| -3% | -$318K | 1.21% | 19 |
|
|
2022
Q1 | $13.2M | Sell |
122,611
-750
| -0.6% | -$80.9K | 1.26% | 19 |
|
|
2021
Q4 | $14M | Buy |
123,361
+3,697
| +3% | +$421K | 1.31% | 17 |
|
|
2021
Q3 | $13.1M | Sell |
119,664
-13,854
| -10% | -$1.53M | 1.24% | 17 |
|
|
2021
Q2 | $15.4M | Buy |
133,518
+2,125
| +2% | +$237K | 1.49% | 16 |
|
|
2021
Q1 | $14.3M | Buy |
131,393
+15,625
| +13% | +$1.64M | 1.46% | 17 |
|
|
2020
Q4 | $10.6M | Sell |
115,768
-2,820
| -2% | -$232K | 1.2% | 19 |
|
|
2020
Q3 | $8.33M | Sell |
118,588
-6,908
| -6% | -$495K | 1.06% | 21 |
|
|
2020
Q2 | $8.57M | Sell |
125,496
-32,303
| -20% | -$2.04M | 1.17% | 19 |
|
|
2020
Q1 | $8.85M | Buy |
+157,799
| New | +$11.8M | 1.44% | 16 |
|
|
2019
Q3 | – | Sell |
-188,188
| Closed | -$14.7M | – | 1888 |
|
|
2019
Q2 | $14.7M | Buy |
188,188
+1,228
| +0.7% | +$95.3K | 1.81% | 11 |
|
|
2019
Q1 | $14.4M | Buy |
186,960
+185,174
| +10,368% | +$14.2M | 1.95% | 9 |
|
|
2018
Q4 | $124K | Sell |
1,786
-159,614
| -99% | -$12.3M | 0.02% | 350 |
|
|
2018
Q3 | $14.1M | Sell |
161,400
-5,775
| -3% | -$506K | 1.94% | 9 |
|
|
2018
Q2 | $14M | Sell |
167,175
-1,334
| -0.8% | -$109K | 2.03% | 8 |
|
|
2018
Q1 | $13M | Buy |
168,509
+7,899
| +5% | +$615K | 2.02% | 8 |
|
|
2017
Q4 | $12.3M | Buy |
160,610
+1,910
| +1% | +$144K | 2.08% | 11 |
|
|
2017
Q3 | $11.8M | Sell |
158,700
-5,420
| -3% | -$380K | 2.12% | 9 |
|
|
2017
Q2 | $11.5M | Sell |
164,120
-45,357
| -22% | -$3.14M | 2.2% | 8 |
|
|
2017
Q1 | $14.5M | Buy |
209,477
+26,357
| +14% | +$1.82M | 2.42% | 8 |
|
|
2016
Q4 | $12.6M | Buy |
183,120
+3,562
| +2% | +$230K | 2.3% | 9 |
|
|
2016
Q3 | $11.1M | Sell |
179,558
-1,092
| -0.6% | -$66.7K | 2.16% | 8 |
|
|
2016
Q2 | $10.5M | Buy |
180,650
+2,566
| +1% | +$146K | 1.97% | 7 |
|
|
2016
Q1 | $10M | Buy |
178,084
+12,834
| +8% | +$670K | 1.95% | 9 |
|
|
2015
Q4 | $9.1M | Buy |
165,250
+11,654
| +8% | +$657K | 1.91% | 12 |
|
|
2015
Q3 | $8.18M | Sell |
153,596
-382
| -0.2% | -$21.7K | 1.85% | 11 |
|
|
2015
Q2 | $9.08M | Buy |
153,978
+5,374
| +4% | +$318K | 2.07% | 10 |
|
|
2015
Q1 | $8.77M | Buy |
148,604
+23,260
| +19% | +$1.33M | 1.99% | 10 |
|
|
2014
Q4 | $7.15M | Sell |
125,344
-184
| -0.1% | -$10K | 1.65% | 12 |
|
|
2014
Q3 | $6.55M | Buy |
125,528
+10,500
| +9% | +$571K | 1.55% | 12 |
|
|
2014
Q2 | $6.45M | Buy |
115,028
+3,642
| +3% | +$197K | 1.54% | 15 |
|
|
2014
Q1 | $6.13M | Buy |
111,386
+25,236
| +29% | +$1.36M | 1.66% | 15 |
|
|
2013
Q4 | $4.7M | Buy |
86,150
+5,934
| +7% | +$310K | 1.42% | 15 |
|
|
2013
Q3 | $4M | Sell |
80,216
-1,036
| -1% | -$50.1K | 1.3% | 19 |
|
|
2013
Q2 | $3.67M | Buy |
+81,252
| New | +$3.6M | 1.27% | 22 |
|
Other funds holding IJR
Rehmann Capital Advisory Group's IJR Position: Q1 2026 in Review
Rehmann Capital Advisory Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.8% in Q1 2026, buying an estimated $536K and bringing the position to 233,584 shares worth $29M. The position accounts for 1.51% of the portfolio, ranked #12.
Rehmann Capital Advisory Group first reported a position in IJR in Q2 2013 and has held it in 50 quarters since. 2,737 funds tracked by Wall St. Rank hold IJR as of Q1 2026.
- Rehmann Capital Advisory Group held 233,584 shares of iShares Core S&P Small-Cap ETF worth $29M as of Q1 2026.
- Rehmann Capital Advisory Group bought 4,220 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $536K.
- iShares Core S&P Small-Cap ETF made up 1.51% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #12 holding.
- Rehmann Capital Advisory Group first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 50 quarters since.
- 2,737 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.
Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.