Smith, Moore & Co’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
Q1 | $26.9M | Buy |
216,568
+2,842
| +1% | +$361K | 1.96% | 9 |
|
|
2025
Q4 | $25.7M | Buy |
213,726
+3,979
| +2% | +$476K | 1.94% | 9 |
|
|
2025
Q3 | $24.9M | Buy |
209,747
+2,058
| +1% | +$237K | 1.91% | 9 |
|
|
2025
Q2 | $22.7M | Sell |
207,689
-1,369
| -0.7% | -$142K | 1.91% | 9 |
|
|
2025
Q1 | $21.9M | Buy |
209,058
+3,737
| +2% | +$422K | 2.02% | 8 |
|
|
2024
Q4 | $23.7M | Buy |
205,321
+3,254
| +2% | +$389K | 2.16% | 8 |
|
|
2024
Q3 | $23.6M | Buy |
202,067
+7,328
| +4% | +$828K | 2.26% | 7 |
|
|
2024
Q2 | $20.8M | Buy |
194,739
+657
| +0.3% | +$70.3K | 2.14% | 8 |
|
|
2024
Q1 | $21.4M | Buy |
194,082
+4,239
| +2% | +$450K | 2.29% | 8 |
|
|
2023
Q4 | $20.4M | Sell |
189,843
-24,921
| -12% | -$2.4M | 2.41% | 7 |
|
|
2023
Q3 | $20.2M | Buy |
214,764
+2,716
| +1% | +$271K | 2.66% | 7 |
|
|
2023
Q2 | $21M | Buy |
212,048
+2,651
| +1% | +$252K | 2.68% | 7 |
|
|
2023
Q1 | $20.2M | Sell |
209,397
-3,440
| -2% | -$344K | 2.75% | 7 |
|
|
2022
Q4 | $20.1M | Buy |
212,837
+6,162
| +3% | +$591K | 2.8% | 6 |
|
|
2022
Q3 | $18M | Sell |
206,675
-8,653
| -4% | -$840K | 2.73% | 8 |
|
|
2022
Q2 | $19.9M | Buy |
215,328
+7,462
| +4% | +$742K | 3.07% | 5 |
|
|
2022
Q1 | $22.4M | Buy |
207,866
+4,373
| +2% | +$472K | 3.06% | 5 |
|
|
2021
Q4 | $23.3M | Buy |
203,493
+4,047
| +2% | +$461K | 3.24% | 5 |
|
|
2021
Q3 | $21.8M | Buy |
199,446
+3,506
| +2% | +$386K | 3.32% | 4 |
|
|
2021
Q2 | $22.2M | Buy |
195,940
+1,046
| +0.5% | +$117K | 3.34% | 4 |
|
|
2021
Q1 | $21.2M | Buy |
194,894
+8,082
| +4% | +$846K | 3.42% | 4 |
|
|
2020
Q4 | $17.1M | Sell |
186,812
-6,202
| -3% | -$510K | 3.19% | 5 |
|
|
2020
Q3 | $13.6M | Sell |
193,014
-10,757
| -5% | -$771K | 2.82% | 7 |
|
|
2020
Q2 | $13.9M | Buy |
203,771
+8,507
| +4% | +$537K | 3.07% | 7 |
|
|
2020
Q1 | $11M | Sell |
195,264
-7,737
| -4% | -$576K | 2.89% | 6 |
|
|
2019
Q4 | $17M | Buy |
203,001
+64
| +0% | +$5.15K | 3.53% | 6 |
|
|
2019
Q3 | $15.8M | Buy |
202,937
+9,261
| +5% | +$717K | 3.49% | 6 |
|
|
2019
Q2 | $15.2M | Buy |
193,676
+7,029
| +4% | +$546K | 3.41% | 5 |
|
|
2019
Q1 | $14.4M | Buy |
186,647
+590
| +0.3% | +$45.3K | 3.44% | 5 |
|
|
2018
Q4 | $12.9M | Buy |
186,057
+202
| +0.1% | +$15.6K | 3.5% | 4 |
|
|
2018
Q3 | $16.2M | Buy |
185,855
+1,112
| +0.6% | +$97.4K | 3.7% | 3 |
|
|
2018
Q2 | $15.4M | Buy |
184,743
+10,164
| +6% | +$828K | 3.87% | 3 |
|
|
2018
Q1 | $13.4M | Buy |
174,579
+825
| +0.5% | +$64.2K | 3.6% | 4 |
|
|
2017
Q4 | $13.3M | Sell |
173,754
-5,937
| -3% | -$448K | 3.6% | 4 |
|
|
2017
Q3 | $13.3M | Sell |
179,691
-928
| -0.5% | -$65K | 3.79% | 4 |
|
|
2017
Q2 | $12.7M | Buy |
180,619
+4,630
| +3% | +$321K | 4.25% | 4 |
|
|
2017
Q1 | $12.2M | Buy |
175,989
+671
| +0.4% | +$46.3K | 4.37% | 4 |
|
|
2016
Q4 | $12.1M | Buy |
175,318
+1,338
| +0.8% | +$86.3K | 4.59% | 4 |
|
|
2016
Q3 | $10.8M | Sell |
173,980
-586
| -0.3% | -$35.8K | 4.34% | 4 |
|
|
2016
Q2 | $10.1M | Sell |
174,566
-260
| -0.1% | -$14.8K | 4.2% | 4 |
|
|
2016
Q1 | $9.84M | Buy |
174,826
+3,858
| +2% | +$201K | 4.25% | 4 |
|
|
2015
Q4 | $9.41M | Sell |
170,968
-15,796
| -8% | -$890K | 4.68% | 4 |
|
|
2015
Q3 | $9.95M | Buy |
186,764
+1,074
| +0.6% | +$60.9K | 5.52% | 4 |
|
|
2015
Q2 | $10.9M | Buy |
185,690
+3,676
| +2% | +$217K | 5.56% | 4 |
|
|
2015
Q1 | $10.7M | Buy |
182,014
+2,518
| +1% | +$144K | 5.67% | 4 |
|
|
2014
Q4 | $10.2M | Buy |
179,496
+3,008
| +2% | +$164K | 5.46% | 4 |
|
|
2014
Q3 | $9.2M | Buy |
176,488
+8,862
| +5% | +$482K | 5.13% | 5 |
|
|
2014
Q2 | $9.39M | Buy |
167,626
+600
| +0.4% | +$32.4K | 5.7% | 4 |
|
|
2014
Q1 | $9.2M | Buy |
167,026
+542
| +0.3% | +$29.3K | 5.51% | 4 |
|
|
2013
Q4 | $9.08M | Buy |
+166,484
| New | +$8.7M | 5.69% | 4 |
|
Other funds holding IJR
Smith, Moore & Co's IJR Position: Q1 2026 in Review
Smith, Moore & Co increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.3% in Q1 2026, buying an estimated $361K and bringing the position to 216,568 shares worth $26.9M. The position accounts for 1.96% of the portfolio, ranked #9.
Smith, Moore & Co first reported a position in IJR in Q4 2013 and has held it in 50 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.
- Smith, Moore & Co held 216,568 shares of iShares Core S&P Small-Cap ETF worth $26.9M as of Q1 2026.
- Smith, Moore & Co bought 2,842 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $361K.
- iShares Core S&P Small-Cap ETF made up 1.96% of Smith, Moore & Co's portfolio in Q1 2026, its #9 holding.
- Smith, Moore & Co first reported a position in iShares Core S&P Small-Cap ETF in Q4 2013 and has held it in 50 quarters since.
- 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.
Based on Smith, Moore & Co's 13F filing for Q1 2026, filed 5 May 2026.