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

Samalin Investment Counsel’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 		$2.98M Buy
23,945
+4,574
+24% +$581K 1.06% 19
2025
Q4 		$2.33M Buy
19,371
+815
+4% +$97.5K 0.83% 26
2025
Q3 		$2.2M Buy
18,556
+1,214
+7% +$140K 0.76% 27
2025
Q2 		$1.9M Buy
17,342
+2,711
+19% +$280K 0.73% 29
2025
Q1 		$1.53M Buy
14,631
+2,225
+18% +$251K 0.62% 34
2024
Q4 		$1.43M Buy
12,406
+163
+1% +$19.5K 0.61% 35
2024
Q3 		$1.43M Buy
12,243
+209
+2% +$23.6K 0.62% 38
2024
Q2 		$1.28M Buy
12,034
+1,687
+16% +$180K 0.6% 37
2024
Q1 		$1.14M Sell
10,347
-1,557
-13% -$165K 0.54% 44
2023
Q4 		$1.29M Buy
11,904
+193
+2% +$18.6K 0.65% 35
2023
Q3 		$1.1M Buy
11,711
+1,240
+12% +$124K 0.63% 38
2023
Q2 		$1.04M Buy
10,471
+286
+3% +$27.2K 0.56% 41
2023
Q1 		$985K Buy
10,185
+222
+2% +$22.2K 0.59% 45
2022
Q4 		$943K Sell
9,963
-131
-1% -$12.6K 0.6% 45
2022
Q3 		$880K Buy
10,094
+94
+0.9% +$9.13K 0.65% 43
2022
Q2 		$924K Buy
10,000
+491
+5% +$48.8K 0.65% 45
2022
Q1 		$1.03M Buy
9,509
+773
+9% +$83.4K 0.62% 40
2021
Q4 		$1M Buy
8,736
+262
+3% +$29.9K 0.6% 43
2021
Q3 		$925K Buy
8,474
+638
+8% +$70.3K 0.6% 39
2021
Q2 		$885K Sell
7,836
-3,931
-33% -$438K 0.57% 37
2021
Q1 		$1.28M Buy
11,767
+367
+3% +$38.4K 0.86% 24
2020
Q4 		$1.05M Buy
11,400
+277
+2% +$22.8K 0.79% 29
2020
Q3 		$781K Buy
11,123
+219
+2% +$15.7K 0.7% 32
2020
Q2 		$744K Buy
10,904
+1,186
+12% +$74.9K 0.78% 31
2020
Q1 		$545K Buy
9,718
+227
+2% +$16.9K 0.73% 39
2019
Q4 		$795K Buy
+9,491
New +$764K 0.67% 33

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

Samalin Investment Counsel's IJR Position: Q1 2026 in Review

Samalin Investment Counsel increased its iShares Core S&P Small-Cap ETF (IJR) stake by 24% in Q1 2026, buying an estimated $581K and bringing the position to 23,945 shares worth $2.98M. The position accounts for 1.06% of the portfolio, ranked #19.

Samalin Investment Counsel first reported a position in IJR in Q4 2019 and has held it in 26 quarters since. 2,734 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Samalin Investment Counsel held 23,945 shares of iShares Core S&P Small-Cap ETF worth $2.98M as of Q1 2026.
  • Samalin Investment Counsel bought 4,574 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $581K.
  • iShares Core S&P Small-Cap ETF made up 1.06% of Samalin Investment Counsel's portfolio in Q1 2026, its #19 holding.
  • Samalin Investment Counsel first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • 2,734 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Samalin Investment Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.