Simon Quick Advisors’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
Q2 | $1.7M | Buy |
11,444
+678
| +6% | +$93K | 0.07% | 162 |
|
|
2026
Q1 | $1.34M | Buy |
10,766
+741
| +7% | +$94.1K | 0.06% | 173 |
|
|
2025
Q4 | $1.2M | Buy |
10,025
+2,734
| +37% | +$327K | 0.05% | 175 |
|
|
2025
Q3 | $866K | Buy |
7,291
+4,695
| +181% | +$540K | 0.04% | 207 |
|
|
2025
Q2 | $284K | Sell |
2,596
-8,344
| -76% | -$863K | 0.01% | 307 |
|
|
2025
Q1 | $1.14M | Sell |
10,940
-112
| -1% | -$12.6K | 0.07% | 155 |
|
|
2024
Q4 | $1.27M | Buy |
11,052
+2,366
| +27% | +$283K | 0.08% | 119 |
|
|
2024
Q3 | $1.02M | Buy |
+8,686
| New | +$981K | 0.06% | 151 |
|
|
2023
Q3 | – | Sell |
-3,840
| Closed | -$383K | – | 354 |
|
|
2023
Q2 | $383K | Sell |
3,840
-76
| -2% | -$7.24K | 0.04% | 180 |
|
|
2023
Q1 | $379K | Sell |
3,916
-50
| -1% | -$5K | 0.04% | 178 |
|
|
2022
Q4 | $375K | Sell |
3,966
-796
| -17% | -$76.3K | 0.04% | 152 |
|
|
2022
Q3 | $415K | Buy |
4,762
+373
| +8% | +$36.2K | 0.06% | 129 |
|
|
2022
Q2 | $446K | Buy |
4,389
+3,582
| +444% | +$356K | 0.06% | 124 |
|
|
2022
Q1 | $87K | Buy |
807
+2
| +0.2% | +$216 | 0.02% | 161 |
|
|
2021
Q4 | $92K | Sell |
805
-343
| -30% | -$39.1K | 0.02% | 169 |
|
|
2021
Q3 | $125K | Buy |
1,148
+3
| +0.3% | +$330 | 0.03% | 147 |
|
|
2021
Q2 | $129K | Buy |
1,145
+64
| +6% | +$7.14K | 0.03% | 128 |
|
|
2021
Q1 | $117K | Sell |
1,081
-560
| -34% | -$58.6K | 0.03% | 137 |
|
|
2020
Q4 | $151K | Buy |
1,641
+434
| +36% | +$35.7K | 0.05% | 122 |
|
|
2020
Q3 | $85K | Buy |
1,207
+4
| +0.3% | +$287 | 0.02% | 144 |
|
|
2020
Q2 | $82K | Sell |
1,203
-3,598
| -75% | -$227K | 0.03% | 147 |
|
|
2020
Q1 | $269K | Sell |
4,801
-7,361
| -61% | -$548K | 0.1% | 67 |
|
|
2019
Q4 | $1.02M | Buy |
12,162
+5,361
| +79% | +$431K | 0.37% | 39 |
|
|
2019
Q3 | $529K | Buy |
6,801
+464
| +7% | +$35.9K | 0.23% | 40 |
|
|
2019
Q2 | $496K | Buy |
6,337
+291
| +5% | +$22.6K | 0.25% | 36 |
|
|
2019
Q1 | $466K | Sell |
6,046
-15,403
| -72% | -$1.18M | 0.19% | 42 |
|
|
2018
Q4 | $1.49M | Buy |
21,449
+8,063
| +60% | +$623K | 0.54% | 28 |
|
|
2018
Q3 | $1.17M | Buy |
13,386
+836
| +7% | +$73.2K | 0.47% | 23 |
|
|
2018
Q2 | $1.05M | Buy |
12,550
+399
| +3% | +$32.5K | 0.44% | 25 |
|
|
2018
Q1 | $936K | Buy |
12,151
+617
| +5% | +$48K | 0.39% | 26 |
|
|
2017
Q4 | $908K | Sell |
11,534
-7,614
| -40% | -$574K | 0.41% | 31 |
|
|
2017
Q3 | $1.42M | Buy |
19,148
+1,037
| +6% | +$72.7K | 0.52% | 32 |
|
|
2017
Q2 | $1.27M | Buy |
18,111
+3,061
| +20% | +$212K | 0.72% | 25 |
|
|
2017
Q1 | $1.04M | Buy |
15,050
+10,352
| +220% | +$714K | 0.62% | 29 |
|
|
2016
Q4 | $323K | Buy |
+4,698
| New | +$303K | 0.24% | 65 |
|
Other funds holding IJR
Simon Quick Advisors's IJR Position: Q2 2026 in Review
Simon Quick Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 6.3% in Q2 2026, buying an estimated $93K and bringing the position to 11,444 shares worth $1.7M. The position accounts for 0.07% of the portfolio, ranked #162.
Simon Quick Advisors first reported a position in IJR in Q4 2016 and has held it in 35 quarters since. 2,830 funds tracked by Wall St. Rank hold IJR as of Q2 2026.
- Simon Quick Advisors held 11,444 shares of iShares Core S&P Small-Cap ETF worth $1.7M as of Q2 2026.
- Simon Quick Advisors bought 678 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $93K.
- iShares Core S&P Small-Cap ETF made up 0.07% of Simon Quick Advisors's portfolio in Q2 2026, its #162 holding.
- Simon Quick Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2016 and has held it in 35 quarters since.
- 2,830 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.
Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.