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

Shoker 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 		$40.7M Sell
327,648
-3,373
-1% -$429K 12.09% 1
2025
Q4 		$39.8M Sell
331,021
-17,674
-5% -$2.11M 11.66% 1
2025
Q3 		$41.4M Sell
348,695
-1,102
-0.3% -$127K 12.22% 1
2025
Q2 		$38.2M Buy
349,797
+78,243
+29% +$8.09M 11.98% 1
2025
Q1 		$28.4M Buy
271,554
+1,978
+0.7% +$223K 9.59% 1
2024
Q4 		$31.1M Buy
269,576
+3,709
+1% +$443K 10.49% 1
2024
Q3 		$31.1M Sell
265,867
-703
-0.3% -$79.4K 10.46% 1
2024
Q2 		$28.4M Buy
266,570
+1,843
+0.7% +$197K 10.03% 1
2024
Q1 		$29M Buy
264,727
+4,508
+2% +$479K 10.34% 2
2023
Q4 		$28.2M Buy
260,219
+11,631
+5% +$1.12M 10.89% 1
2023
Q3 		$23.4M Buy
248,588
+2,242
+0.9% +$224K 10.18% 2
2023
Q2 		$24.5M Buy
246,346
+5,943
+2% +$566K 10.26% 3
2023
Q1 		$23.2M Sell
240,403
-1,484
-0.6% -$148K 10.15% 1
2022
Q4 		$22.9M Buy
241,887
+40,050
+20% +$3.84M 10.26% 1
2022
Q3 		$17.6M Buy
201,837
+12,681
+7% +$1.23M 9.22% 2
2022
Q2 		$17.5M Buy
189,156
+30,234
+19% +$3.01M 9.28% 2
2022
Q1 		$17.1M Buy
158,922
+1,027
+0.7% +$111K 8.51% 2
2021
Q4 		$18.1M Buy
157,895
+11,709
+8% +$1.33M 8.29% 2
2021
Q3 		$16M Buy
146,186
+2,970
+2% +$327K 7.95% 2
2021
Q2 		$16.2M Buy
143,216
+1,940
+1% +$216K 8.07% 2
2021
Q1 		$15.3M Buy
141,276
+2,834
+2% +$297K 8.05% 2
2020
Q4 		$12.7M Buy
138,442
+5,063
+4% +$416K 7.13% 3
2020
Q3 		$9.37M Sell
133,379
-1,792
-1% -$128K 6.14% 3
2020
Q2 		$9.23M Sell
135,171
-35,342
-21% -$2.23M 6.43% 3
2020
Q1 		$9.57M Buy
170,513
+5,914
+4% +$440K 8.05% 2
2019
Q4 		$13.8M Buy
164,599
+482
+0.3% +$38.8K 9.18% 1
2019
Q3 		$12.8M Sell
164,117
-937
-0.6% -$72.6K 9.17% 1
2019
Q2 		$12.9M Sell
165,054
-1,183
-0.7% -$91.8K 9.43% 1
2019
Q1 		$12.8M Sell
166,237
-1,110
-0.7% -$85.2K 9.47% 1
2018
Q4 		$11.6M Buy
167,347
+4,057
+2% +$314K 9.73% 1
2018
Q3 		$14.2M Sell
163,290
-9
-0% -$788 10.33% 1
2018
Q2 		$13.6M Sell
163,299
-517
-0.3% -$42.1K 10.15% 1
2018
Q1 		$12.6M Buy
163,816
+1,838
+1% +$143K 9.59% 1
2017
Q4 		$12.4M Buy
161,978
+4,487
+3% +$338K 8.99% 1
2017
Q3 		$11.7M Buy
157,491
+3,283
+2% +$230K 8.85% 1
2017
Q2 		$10.8M Buy
154,208
+15,065
+11% +$1.04M 8.5% 1
2017
Q1 		$9.62M Sell
139,143
-9,527
-6% -$657K 8.08% 1
2016
Q4 		$10.2M Sell
148,670
-1,262
-0.8% -$81.4K 8.46% 1
2016
Q3 		$9.31M Buy
149,932
+1,450
+1% +$88.6K 7.9% 1
2016
Q2 		$8.63M Buy
148,482
+2,904
+2% +$166K 7.66% 1
2016
Q1 		$8.19M Buy
145,578
+40,954
+39% +$2.14M 7.71% 1
2015
Q4 		$5.76M Buy
104,624
+9,112
+10% +$513K 5.76% 2
2015
Q3 		$5.09M Sell
95,512
-1,252
-1% -$71K 5.37% 2
2015
Q2 		$5.7M Buy
96,764
+7,170
+8% +$424K 5.36% 2
2015
Q1 		$5.29M Sell
89,594
-3,116
-3% -$179K 5.02% 2
2014
Q4 		$5.29M Sell
92,710
-4,170
-4% -$228K 4.9% 2
2014
Q3 		$5.05M Sell
96,880
-4,838
-5% -$263K 4.68% 2
2014
Q2 		$5.7M Sell
101,718
-2,500
-2% -$135K 5.06% 2
2014
Q1 		$5.74M Buy
104,218
+342
+0.3% +$18.5K 5.39% 2
2013
Q4 		$5.67M Buy
+103,876
New +$5.43M 5.21% 2

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

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

Shoker Investment Counsel reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1% in Q1 2026, selling an estimated $429K and leaving 327,648 shares worth $40.7M. The position accounts for 12.09% of the portfolio, ranked #1.

Shoker Investment Counsel first reported a position in IJR in Q4 2013 and has held it in 50 quarters since. The position peaked at $41.4M in Q3 2025. 2,737 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Shoker Investment Counsel held 327,648 shares of iShares Core S&P Small-Cap ETF worth $40.7M as of Q1 2026.
  • Shoker Investment Counsel sold 3,373 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $429K.
  • iShares Core S&P Small-Cap ETF made up 12.09% of Shoker Investment Counsel's portfolio in Q1 2026, its #1 holding.
  • Shoker Investment Counsel first reported a position in iShares Core S&P Small-Cap ETF in Q4 2013 and has held it in 50 quarters since.
  • Shoker Investment Counsel's iShares Core S&P Small-Cap ETF position peaked at $41.4M in Q3 2025.
  • 2,737 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Shoker Investment Counsel's 13F filing for Q1 2026, filed 11 May 2026.