Sand Hill Global Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Sand Hill Global 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 Q2	$340K	Sell	2,291 -31	-1%	-$4.25K	0.01%	177
2026 Q1	$289K	Hold	2,322	–	–	0.01%	172
2025 Q4	$279K	Sell	2,322 -85	-4%	-$10.2K	0.01%	173
2025 Q3	$286K	Sell	2,407 -400	-14%	-$46K	0.01%	172
2025 Q2	$307K	Sell	2,807 -188	-6%	-$19.4K	0.01%	169
2025 Q1	$313K	Hold	2,995	–	–	0.01%	162
2024 Q4	$345K	Buy	2,995 +462	+18%	+$55.2K	0.01%	157
2024 Q3	$296K	Hold	2,533	–	–	0.01%	169
2024 Q2	$270K	Buy	+2,533	New	+$271K	0.01%	167
2019 Q1	–	Sell	-3,399	Closed	-$236K	–	108
2018 Q4	$236K	Sell	3,399 -1,222	-26%	-$94.4K	0.03%	97
2018 Q3	$403K	Hold	4,621	–	–	0.04%	82
2018 Q2	$386K	Buy	4,621 +1,540	+50%	+$125K	0.04%	82
2018 Q1	$237K	Sell	3,081 -2,813	-48%	-$219K	0.23%	70
2017 Q4	$453K	Hold	5,894	–	–	0.05%	82
2017 Q3	$437K	Sell	5,894 -232	-4%	-$16.3K	0.05%	80
2017 Q2	$429K	Buy	6,126 +772	+14%	+$53.5K	0.05%	82
2017 Q1	$370K	Hold	5,354	–	–	0.05%	68
2016 Q4	$368K	Buy	+5,354	New	+$345K	0.05%	65

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sand Hill Global Advisors's IJR Position: Q2 2026 in Review

Sand Hill Global Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.3% in Q2 2026, selling an estimated $4.25K and leaving 2,291 shares worth $340K. The position accounts for 0.01% of the portfolio, ranked #177.

Sand Hill Global Advisors first reported a position in IJR in Q4 2016 and has held it in 18 quarters since. The position peaked at $453K in Q4 2017. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Sand Hill Global Advisors held 2,291 shares of iShares Core S&P Small-Cap ETF worth $340K as of Q2 2026.
Sand Hill Global Advisors sold 31 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $4.25K.
iShares Core S&P Small-Cap ETF made up 0.01% of Sand Hill Global Advisors's portfolio in Q2 2026, its #177 holding.
Sand Hill Global Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2016 and has held it in 18 quarters since.
Sand Hill Global Advisors's iShares Core S&P Small-Cap ETF position peaked at $453K in Q4 2017.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Sand Hill Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.