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

SJS Investment Consulting’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 		$228K Sell
1,536
-71
-4% -$9.74K 0.02% 153
2026
Q1 		$200K Hold
1,607
– – 0.02% 152
2025
Q4 		$193K Buy
1,607
+101
+7% +$12.1K 0.02% 146
2025
Q3 		$179K Buy
1,506
+1,455
+2,853% +$167K 0.02% 140
2025
Q2 		$5.57K Sell
51
-702
-93% -$72.6K ﹤0.01% 396
2025
Q1 		$78.7K Buy
753
+302
+67% +$34.1K 0.01% 156
2024
Q4 		$52K Buy
451
+400
+784% +$47.8K 0.01% 185
2024
Q3 		$5.96K Hold
51
– – ﹤0.01% 455
2024
Q2 		$5.44K Hold
51
– – ﹤0.01% 429
2024
Q1 		$5.64K Buy
51
+19
+59% +$2.02K ﹤0.01% 442
2023
Q4 		$3.46K Sell
32
-47
-59% -$4.53K ﹤0.01% 478
2023
Q3 		$7.45K Buy
79
+47
+147% +$4.7K ﹤0.01% 316
2023
Q2 		$3.19K Hold
32
– – ﹤0.01% 448
2023
Q1 		$3.1K Hold
32
– – ﹤0.01% 481
2022
Q4 		$3.03K Hold
32
– – ﹤0.01% 473
2022
Q3 		$3K Buy
+32
New +$3.11K ﹤0.01% 388
2022
Q1 		$3K Hold
32
– – ﹤0.01% 482
2021
Q4 		$4K Buy
+32
New +$3.65K ﹤0.01% 441

Other funds holding IJR

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
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

SJS Investment Consulting's IJR Position: Q2 2026 in Review

SJS Investment Consulting reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 4.4% in Q2 2026, selling an estimated $9.74K and leaving 1,536 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #153.

SJS Investment Consulting first reported a position in IJR in Q4 2021 and has held it in 18 quarters since. 1,272 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • SJS Investment Consulting held 1,536 shares of iShares Core S&P Small-Cap ETF worth $228K as of Q2 2026.
  • SJS Investment Consulting sold 71 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $9.74K.
  • iShares Core S&P Small-Cap ETF made up 0.02% of SJS Investment Consulting's portfolio in Q2 2026, its #153 holding.
  • SJS Investment Consulting first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,272 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.