SevenBridge 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
Q1 | $2.19M | Sell |
16,112
-963
| -6% | -$122K | 0.34% | 82 |
|
|
2025
Q4 | $2.19M | Sell |
17,075
-640
| -4% | -$76.5K | 0.35% | 79 |
|
|
2025
Q3 | $2.12M | Sell |
17,715
-5,996
| -25% | -$690K | 0.35% | 84 |
|
|
2025
Q2 | $2.71M | Sell |
23,711
-3,758
| -14% | -$388K | 0.48% | 71 |
|
|
2025
Q1 | $2.95M | Sell |
27,469
-5,560
| -17% | -$627K | 0.58% | 59 |
|
|
2024
Q4 | $3.87M | Sell |
33,029
-1,433
| -4% | -$171K | 0.73% | 45 |
|
|
2024
Q3 | $4.35M | Sell |
34,462
-955
| -3% | -$108K | 0.84% | 35 |
|
|
2024
Q2 | $3.86M | Sell |
35,417
-473
| -1% | -$50.6K | 0.85% | 34 |
|
|
2024
Q1 | $3.84M | Sell |
35,890
-4,183
| -10% | -$444K | 0.87% | 32 |
|
|
2023
Q4 | $4.34M | Sell |
40,073
-2,842
| -7% | -$274K | 1.02% | 27 |
|
|
2023
Q3 | $4.05M | Sell |
42,915
-1,365
| -3% | -$136K | 1.05% | 26 |
|
|
2023
Q2 | $4.41M | Buy |
44,280
+751
| +2% | +$71.5K | 1.14% | 23 |
|
|
2023
Q1 | $4.21M | Buy |
43,529
+692
| +2% | +$69.2K | 1.16% | 24 |
|
|
2022
Q4 | $4.05M | Buy |
42,837
+4,267
| +11% | +$409K | 1.19% | 26 |
|
|
2022
Q3 | $3.36M | Buy |
38,570
+969
| +3% | +$94.1K | 1.14% | 25 |
|
|
2022
Q2 | $3.48M | Sell |
37,601
-2,809
| -7% | -$279K | 1.41% | 20 |
|
|
2022
Q1 | $4.36M | Sell |
40,410
-11,846
| -23% | -$1.28M | 1.53% | 14 |
|
|
2021
Q4 | $5.98M | Sell |
52,256
-1,600
| -3% | -$182K | 1.81% | 13 |
|
|
2021
Q3 | $5.88M | Buy |
53,856
+2,335
| +5% | +$257K | 1.96% | 11 |
|
|
2021
Q2 | $5.82M | Buy |
51,521
+1,820
| +4% | +$203K | 1.9% | 11 |
|
|
2021
Q1 | $5.39M | Buy |
49,701
+1,575
| +3% | +$165K | 1.96% | 10 |
|
|
2020
Q4 | $4.42M | Buy |
48,126
+1,128
| +2% | +$92.7K | 1.73% | 13 |
|
|
2020
Q3 | $3.3M | Buy |
46,998
+286
| +0.6% | +$20.5K | 1.5% | 22 |
|
|
2020
Q2 | $3.19M | Buy |
46,712
+7,694
| +20% | +$486K | 1.58% | 19 |
|
|
2020
Q1 | $2.19M | Buy |
39,018
+19,831
| +103% | +$1.48M | 1.27% | 25 |
|
|
2019
Q4 | $1.61M | Buy |
19,187
+7,570
| +65% | +$609K | 0.42% | 52 |
|
|
2019
Q3 | $904K | Buy |
11,617
+937
| +9% | +$72.6K | 0.48% | 60 |
|
|
2019
Q2 | $836K | Buy |
10,680
+6,760
| +172% | +$525K | 0.3% | 74 |
|
|
2019
Q1 | $302K | Buy |
3,920
+493
| +14% | +$37.9K | 0.11% | 109 |
|
|
2018
Q4 | $238K | Buy |
3,427
+45
| +1% | +$3.48K | 0.15% | 107 |
|
|
2018
Q3 | $295K | Hold |
3,382
| – | – | 0.16% | 102 |
|
|
2018
Q2 | $282K | Hold |
3,382
| – | – | 0.16% | 108 |
|
|
2018
Q1 | $260K | Hold |
3,382
| – | – | 0.15% | 116 |
|
|
2017
Q4 | $260K | Hold |
3,382
| – | – | 0.14% | 121 |
|
|
2017
Q3 | $251K | Hold |
3,382
| – | – | 0.14% | 126 |
|
|
2017
Q2 | $237K | Hold |
3,382
| – | – | 0.14% | 128 |
|
|
2017
Q1 | $229K | Sell |
3,382
-1,096
| -24% | -$75.6K | 0.15% | 123 |
|
|
2016
Q4 | $271K | Hold |
4,478
| – | – | 0.2% | 108 |
|
|
2016
Q3 | $271K | Sell |
4,478
-250
| -5% | -$15.3K | 0.2% | 108 |
|
|
2016
Q2 | $275K | Buy |
+4,728
| New | +$270K | 0.19% | 107 |
|
Other funds holding IJR
SevenBridge Financial Group's IJR Position: Q1 2026 in Review
SevenBridge Financial Group reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 5.6% in Q1 2026, selling an estimated $122K and leaving 16,112 shares worth $2.19M. The position accounts for 0.34% of the portfolio, ranked #82.
SevenBridge Financial Group first reported a position in IJR in Q2 2016 and has held it in 40 quarters since. The position peaked at $5.98M in Q4 2021. 2,734 funds tracked by Wall St. Rank hold IJR as of Q1 2026.
- SevenBridge Financial Group held 16,112 shares of iShares Core S&P Small-Cap ETF worth $2.19M as of Q1 2026.
- SevenBridge Financial Group sold 963 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $122K.
- iShares Core S&P Small-Cap ETF made up 0.34% of SevenBridge Financial Group's portfolio in Q1 2026, its #82 holding.
- SevenBridge Financial Group first reported a position in iShares Core S&P Small-Cap ETF in Q2 2016 and has held it in 40 quarters since.
- SevenBridge Financial Group's iShares Core S&P Small-Cap ETF position peaked at $5.98M in Q4 2021.
- 2,734 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.
Based on SevenBridge Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.