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Shulman DeMeo Asset Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Shulman DeMeo Asset Management’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 		$12.8M Sell
86,405
-360
-0.4% -$49.4K 2.4% 7
2026
Q1 		$10.8M Sell
86,765
-1,163
-1% -$148K 2.29% 8
2025
Q4 		$10.6M Sell
87,928
-735
-0.8% -$87.9K 2.4% 6
2025
Q3 		$10.5M Buy
88,663
+243
+0.3% +$27.9K 2.42% 6
2025
Q2 		$9.66M Sell
88,420
-1,357
-2% -$140K 2.39% 6
2025
Q1 		$9.39M Sell
89,777
-654
-0.7% -$73.8K 2.64% 5
2024
Q4 		$10.4M Sell
90,431
-1,312
-1% -$157K 2.81% 5
2024
Q3 		$10.7M Sell
91,743
-474
-0.5% -$53.6K 2.63% 6
2024
Q2 		$9.84M Sell
92,217
-1,506
-2% -$161K 2.57% 6
2024
Q1 		$10.4M Sell
93,723
-1,157
-1% -$123K 2.74% 5
2023
Q4 		$10.3M Buy
94,880
+946
+1% +$91.2K 2.91% 5
2023
Q3 		$8.86M Sell
93,934
-1,047
-1% -$105K 2.96% 4
2023
Q2 		$9.46M Sell
94,981
-192
-0.2% -$18.3K 2.83% 5
2023
Q1 		$9.2M Buy
95,173
+589
+0.6% +$58.9K 2.89% 5
2022
Q4 		$8.95M Buy
94,584
+466
+0.5% +$44.7K 2.98% 4
2022
Q3 		$8.21M Sell
94,118
-561
-0.6% -$54.5K 2.91% 5
2022
Q2 		$8.75M Buy
94,679
+96
+0.1% +$9.55K 2.89% 5
2022
Q1 		$10.2M Buy
94,583
+1,435
+2% +$155K 2.83% 5
2021
Q4 		$10.7M Buy
93,148
+2,351
+3% +$268K 2.78% 5
2021
Q3 		$9.91M Buy
+90,797
New +$10M 8.6% 3
2021
Q2 		– Sell
-91,827
Closed -$9.97M – 98
2021
Q1 		$9.97M Buy
91,827
+177
+0.2% +$18.5K 2.72% 5
2020
Q4 		$8.42M Sell
91,650
-250
-0.3% -$20.5K 2.4% 6
2020
Q3 		$6.45M Sell
91,900
-4,452
-5% -$319K 2.16% 8
2020
Q2 		$6.58M Buy
96,352
+72
+0.1% +$4.55K 2.55% 5
2020
Q1 		$5.4M Buy
96,280
+822
+0.9% +$61.2K 2.51% 5
2019
Q4 		$8M Sell
95,458
-2,930
-3% -$236K 2.78% 4
2019
Q3 		$7.66M Sell
98,388
-1,644
-2% -$127K 2.57% 5
2019
Q2 		$7.83M Sell
100,032
-205
-0.2% -$15.9K 2.89% 4
2019
Q1 		$7.73M Buy
+100,237
New +$7.7M 2.94% 4

Other funds holding IJR

NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Shulman DeMeo Asset Management's IJR Position: Q2 2026 in Review

Shulman DeMeo Asset Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.41% in Q2 2026, selling an estimated $49.4K and leaving 86,405 shares worth $12.8M. The position accounts for 2.4% of the portfolio, ranked #7.

Shulman DeMeo Asset Management first reported a position in IJR in Q1 2019 and has held it in 29 quarters since. 1,062 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Shulman DeMeo Asset Management held 86,405 shares of iShares Core S&P Small-Cap ETF worth $12.8M as of Q2 2026.
  • Shulman DeMeo Asset Management sold 360 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $49.4K.
  • iShares Core S&P Small-Cap ETF made up 2.4% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #7 holding.
  • Shulman DeMeo Asset Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2019 and has held it in 29 quarters since.
  • 1,062 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.