SMA
IJR icon

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

Sage Mountain 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 		$4.16M Sell
33,485
-39
-0.1% -$4.96K 0.29% 42
2025
Q4 		$4.03M Sell
33,524
-3,224
-9% -$386K 0.21% 55
2025
Q3 		$4.37M Sell
36,748
-5
-0% -$575 0.25% 56
2025
Q2 		$4.02M Sell
36,753
-3,667
-9% -$379K 0.26% 51
2025
Q1 		$4.23M Buy
40,420
+411
+1% +$46.4K 0.31% 44
2024
Q4 		$4.61M Buy
40,009
+10,305
+35% +$1.23M 0.34% 39
2024
Q3 		$3.47M Buy
29,704
+662
+2% +$74.8K 0.3% 44
2024
Q2 		$3.1M Sell
29,042
-842
-3% -$90.1K 0.29% 47
2024
Q1 		$3.3M Sell
29,884
-2,023
-6% -$215K 0.34% 39
2023
Q4 		$3.45M Buy
31,907
+76
+0.2% +$7.33K 0.4% 37
2023
Q3 		$3M Sell
31,831
-850
-3% -$84.9K 0.41% 36
2023
Q2 		$3.26M Buy
32,681
+535
+2% +$50.9K 0.46% 34
2023
Q1 		$3.11M Buy
32,146
+11
+0% +$1.1K 0.5% 32
2022
Q4 		$3.04M Buy
32,135
+5,700
+22% +$547K 0.69% 23
2022
Q3 		$2.31M Hold
26,435
– – 0.61% 23
2022
Q2 		$2.44M Buy
26,435
+4,539
+21% +$451K 0.43% 30
2022
Q1 		$2.36M Sell
21,896
-215
-1% -$23.2K 0.37% 34
2021
Q4 		$2.53M Buy
22,111
+3,167
+17% +$361K 0.3% 41
2021
Q3 		$2.07M Sell
18,944
-253
-1% -$27.9K 0.3% 46
2021
Q2 		$2.17M Hold
19,197
– – 0.36% 37
2021
Q1 		$2.08M Buy
19,197
+279
+1% +$29.2K 0.44% 33
2020
Q4 		$1.74M Buy
+18,918
New +$1.55M 0.57% 24

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

Sage Mountain Advisors's IJR Position: Q1 2026 in Review

Sage Mountain Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.12% in Q1 2026, selling an estimated $4.96K and leaving 33,485 shares worth $4.16M. The position accounts for 0.29% of the portfolio, ranked #42.

Sage Mountain Advisors first reported a position in IJR in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.61M in Q4 2024. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Sage Mountain Advisors held 33,485 shares of iShares Core S&P Small-Cap ETF worth $4.16M as of Q1 2026.
  • Sage Mountain Advisors sold 39 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $4.96K.
  • iShares Core S&P Small-Cap ETF made up 0.29% of Sage Mountain Advisors's portfolio in Q1 2026, its #42 holding.
  • Sage Mountain Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • Sage Mountain Advisors's iShares Core S&P Small-Cap ETF position peaked at $4.61M in Q4 2024.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.