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Signature Estate & Investment Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Signature Estate & Investment 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 		$6.16M Sell
41,565
-234
-0.6% -$32.1K 0.11% 88
2026
Q1 		$5.2M Buy
41,799
+570
+1% +$72.4K 0.11% 95
2025
Q4 		$4.95M Buy
41,229
+17,225
+72% +$2.06M 0.1% 99
2025
Q3 		$2.85M Sell
24,004
-1,169
-5% -$134K 0.06% 139
2025
Q2 		$2.75M Sell
25,173
-3,907
-13% -$404K 0.06% 130
2025
Q1 		$3.04M Sell
29,080
-2,038
-7% -$230K 0.08% 112
2024
Q4 		$3.59M Sell
31,118
-4,181
-12% -$500K 0.09% 90
2024
Q3 		$4.13M Buy
35,299
+1,055
+3% +$119K 0.1% 79
2024
Q2 		$3.65M Buy
34,244
+31,899
+1,360% +$3.41M 0.09% 89
2024
Q1 		$259K Sell
2,345
-45,703
-95% -$4.85M 0.01% 152
2023
Q4 		$5.2M Buy
48,048
+2,022
+4% +$195K 0.15% 54
2023
Q3 		$4.34M Buy
46,026
+1,396
+3% +$139K 0.15% 51
2023
Q2 		$4.45M Buy
44,630
+3,206
+8% +$305K 0.15% 53
2023
Q1 		$4.01M Sell
41,424
-209
-0.5% -$20.9K 0.14% 57
2022
Q4 		$3.94M Buy
41,633
+775
+2% +$74.3K 0.14% 62
2022
Q3 		$3.56M Buy
40,858
+809
+2% +$78.6K 0.17% 52
2022
Q2 		$3.7M Buy
40,049
+168
+0.4% +$16.7K 0.19% 52
2022
Q1 		$4.3M Buy
39,881
+2,245
+6% +$242K 0.2% 51
2021
Q4 		$4.31M Buy
37,636
+653
+2% +$74.4K 0.19% 51
2021
Q3 		$4.04M Buy
36,983
+2,382
+7% +$262K 0.2% 51
2021
Q2 		$3.91M Buy
34,601
+402
+1% +$44.8K 0.18% 52
2021
Q1 		$3.71M Sell
34,199
-2,984
-8% -$312K 0.18% 53
2020
Q4 		$3.42M Sell
37,183
-3,865
-9% -$318K 0.18% 55
2020
Q3 		$2.88M Buy
41,048
+1,962
+5% +$141K 0.18% 58
2020
Q2 		$2.67M Buy
39,086
+5,755
+17% +$363K 0.19% 56
2020
Q1 		$1.87M Buy
33,331
+2,640
+9% +$197K 0.15% 62
2019
Q4 		$2.57M Buy
30,691
+2,050
+7% +$165K 0.16% 67
2019
Q3 		$2.23M Buy
28,641
+1,498
+6% +$116K 0.15% 67
2019
Q2 		$2.13M Buy
27,143
+2,883
+12% +$224K 0.14% 67
2019
Q1 		$1.87M Buy
24,260
+1,757
+8% +$135K 0.13% 73
2018
Q4 		$1.56M Buy
22,503
+3,026
+16% +$234K 0.14% 71
2018
Q3 		$1.7M Buy
19,477
+4,022
+26% +$352K 0.15% 62
2018
Q2 		$1.29M Buy
15,455
+11,526
+293% +$939K 0.12% 74
2018
Q1 		$303K Buy
3,929
+685
+21% +$53.3K 0.03% 121
2017
Q4 		$249K Sell
3,244
-46
-1% -$3.47K 0.03% 130
2017
Q3 		$244K Buy
3,290
+334
+11% +$23.4K 0.03% 122
2017
Q2 		$207K Buy
2,956
+97
+3% +$6.72K 0.02% 122
2017
Q1 		$198K Buy
2,859
+827
+41% +$57K 0.02% 143
2016
Q4 		$140K Buy
+2,032
New +$131K 0.02% 136

Other funds holding IJR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Signature Estate & Investment Advisors's IJR Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.56% in Q2 2026, selling an estimated $32.1K and leaving 41,565 shares worth $6.16M. The position accounts for 0.11% of the portfolio, ranked #88.

Signature Estate & Investment Advisors first reported a position in IJR in Q4 2016 and has held it in 39 quarters since. 2,024 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Signature Estate & Investment Advisors held 41,565 shares of iShares Core S&P Small-Cap ETF worth $6.16M as of Q2 2026.
  • Signature Estate & Investment Advisors sold 234 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $32.1K.
  • iShares Core S&P Small-Cap ETF made up 0.11% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #88 holding.
  • Signature Estate & Investment Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2016 and has held it in 39 quarters since.
  • 2,024 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.