Sage Financial 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
Q2 | $92.3M | Buy |
622,538
+16,515
| +3% | +$2.27M | 5.11% | 3 |
|
|
2026
Q1 | $75.3M | Buy |
606,023
+13,689
| +2% | +$1.74M | 4.9% | 3 |
|
|
2025
Q4 | $71.2M | Buy |
592,334
+12,713
| +2% | +$1.52M | 4.71% | 3 |
|
|
2025
Q3 | $68.9M | Buy |
579,621
+28,497
| +5% | +$3.28M | 4.68% | 4 |
|
|
2025
Q2 | $60.2M | Sell |
551,124
-19,839
| -3% | -$2.05M | 4.45% | 5 |
|
|
2025
Q1 | $59.7M | Buy |
570,963
+56,501
| +11% | +$6.38M | 4.82% | 4 |
|
|
2024
Q4 | $59.3M | Buy |
514,462
+16,440
| +3% | +$1.96M | 4.77% | 4 |
|
|
2024
Q3 | $58.2M | Buy |
498,022
+11,308
| +2% | +$1.28M | 4.76% | 5 |
|
|
2024
Q2 | $51.9M | Buy |
486,714
+43,922
| +10% | +$4.7M | 4.5% | 5 |
|
|
2024
Q1 | $48.9M | Buy |
442,792
+23,806
| +6% | +$2.53M | 4.4% | 5 |
|
|
2023
Q4 | $45.4M | Sell |
418,986
-4,699
| -1% | -$453K | 4.42% | 5 |
|
|
2023
Q3 | $40M | Buy |
423,685
+17,377
| +4% | +$1.74M | 4.43% | 5 |
|
|
2023
Q2 | $40.5M | Buy |
406,308
+36,138
| +10% | +$3.44M | 4.28% | 5 |
|
|
2023
Q1 | $35.8M | Buy |
370,170
+90,097
| +32% | +$9.01M | 4.06% | 5 |
|
|
2022
Q4 | $26.5M | Buy |
280,073
+15,091
| +6% | +$1.45M | 3.23% | 5 |
|
|
2022
Q3 | $23.1M | Buy |
264,982
+6,446
| +2% | +$626K | 3.17% | 5 |
|
|
2022
Q2 | $23.9M | Sell |
258,536
-1,270
| -0.5% | -$126K | 3.16% | 6 |
|
|
2022
Q1 | $28M | Buy |
259,806
+23,504
| +10% | +$2.54M | 3.26% | 5 |
|
|
2021
Q4 | $27.1M | Buy |
236,302
+13,090
| +6% | +$1.49M | 2.88% | 6 |
|
|
2021
Q3 | $24.4M | Buy |
223,212
+9,526
| +4% | +$1.05M | 3% | 5 |
|
|
2021
Q2 | $24.1M | Buy |
213,686
+7,667
| +4% | +$855K | 2.97% | 6 |
|
|
2021
Q1 | $22.4M | Buy |
206,019
+1,750
| +0.9% | +$183K | 2.93% | 6 |
|
|
2020
Q4 | $18.8M | Buy |
204,269
+387
| +0.2% | +$31.8K | 2.58% | 6 |
|
|
2020
Q3 | $14.3M | Buy |
203,882
+10,025
| +5% | +$718K | 2.34% | 6 |
|
|
2020
Q2 | $13.2M | Buy |
193,857
+25,838
| +15% | +$1.63M | 2.39% | 6 |
|
|
2020
Q1 | $9.43M | Buy |
168,019
+52,718
| +46% | +$3.93M | 1.78% | 8 |
|
|
2019
Q4 | $9.67M | Buy |
115,301
+14,243
| +14% | +$1.15M | 1.33% | 16 |
|
|
2019
Q3 | $7.87M | Buy |
101,058
+6,263
| +7% | +$485K | 1.17% | 16 |
|
|
2019
Q2 | $7.42M | Buy |
94,795
+10,132
| +12% | +$787K | 1.1% | 17 |
|
|
2019
Q1 | $6.53M | Buy |
84,663
+21,023
| +33% | +$1.61M | 1.01% | 19 |
|
|
2018
Q4 | $4.41M | Buy |
63,640
+38,281
| +151% | +$2.96M | 0.74% | 24 |
|
|
2018
Q3 | $2.21M | Buy |
25,359
+12,434
| +96% | +$1.09M | 0.44% | 22 |
|
|
2018
Q2 | $1.08M | Buy |
+12,925
| New | +$1.05M | 0.23% | 23 |
|
Other funds holding IJR
Sage Financial Group's IJR Position: Q2 2026 in Review
Sage Financial Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2.7% in Q2 2026, buying an estimated $2.27M and bringing the position to 622,538 shares worth $92.3M. The position accounts for 5.11% of the portfolio, ranked #3.
Sage Financial Group first reported a position in IJR in Q2 2018 and has held it in 33 quarters since. 2,824 funds tracked by Wall St. Rank hold IJR as of Q2 2026.
- Sage Financial Group held 622,538 shares of iShares Core S&P Small-Cap ETF worth $92.3M as of Q2 2026.
- Sage Financial Group bought 16,515 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $2.27M.
- iShares Core S&P Small-Cap ETF made up 5.11% of Sage Financial Group's portfolio in Q2 2026, its #3 holding.
- Sage Financial Group first reported a position in iShares Core S&P Small-Cap ETF in Q2 2018 and has held it in 33 quarters since.
- 2,824 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.
Based on Sage Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.