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Sound Income Strategies’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Sound Income Strategies’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 		$1.6M Buy
10,770
+700
+7% +$96.1K 0.07% 173
2026
Q1 		$1.26M Buy
10,070
+584
+6% +$74.2K 0.06% 170
2025
Q4 		$1.22M Buy
9,486
+5,656
+148% +$676K 0.06% 173
2025
Q3 		$452K Sell
3,830
-393
-9% -$45.2K 0.02% 199
2025
Q2 		$462K Sell
4,223
-26,439
-86% -$2.73M 0.03% 193
2025
Q1 		$3.21M Buy
30,662
+1,197
+4% +$135K 0.19% 109
2024
Q4 		$3.39M Buy
29,465
+18,382
+166% +$2.2M 0.21% 99
2024
Q3 		$1.3M Buy
11,083
+4,073
+58% +$460K 0.08% 123
2024
Q2 		$748K Sell
7,010
-2,578
-27% -$276K 0.05% 142
2024
Q1 		$1.06M Sell
9,588
-26,536
-73% -$2.82M 0.08% 124
2023
Q4 		$3.91M Buy
36,124
+35,554
+6,238% +$3.43M 0.33% 75
2023
Q3 		$53.7K Buy
570
+351
+160% +$35.1K ﹤0.01% 297
2023
Q2 		$21.8K Buy
219
+186
+564% +$17.7K ﹤0.01% 416
2023
Q1 		$3.24K Hold
33
– – ﹤0.01% 764
2022
Q4 		$3.12K Sell
33
-7
-18% -$671 ﹤0.01% 708
2022
Q3 		$3K Sell
40
-397
-91% -$38.6K ﹤0.01% 644
2022
Q2 		$40K Buy
437
+347
+386% +$34.5K 0.01% 247
2022
Q1 		$10K Hold
90
– – ﹤0.01% 477
2021
Q4 		$10K Buy
90
+1
+1% +$114 ﹤0.01% 477
2021
Q3 		$10K Hold
89
– – ﹤0.01% 455
2021
Q2 		$10K Buy
89
+70
+368% +$7.81K ﹤0.01% 478
2021
Q1 		$2.08K Hold
19
– – ﹤0.01% 766
2020
Q4 		$2K Hold
19
– – ﹤0.01% 715
2020
Q3 		$1K Sell
19
-312
-94% -$22.4K ﹤0.01% 744
2020
Q2 		$23K Sell
331
-109
-25% -$6.88K 0.01% 252
2020
Q1 		$25K Hold
440
– – 0.01% 210
2019
Q4 		$37K Hold
440
– – 0.01% 157
2019
Q3 		$34K Sell
440
-45
-9% -$3.48K 0.01% 155
2019
Q2 		$38K Sell
485
-25
-5% -$1.94K 0.01% 152
2019
Q1 		$39K Sell
510
-159
-24% -$12.2K 0.02% 149
2018
Q4 		$46K Sell
669
-138
-17% -$10.7K 0.02% 139
2018
Q3 		$70K Buy
807
+419
+108% +$36.7K 0.03% 104
2018
Q2 		$32K Sell
388
-10
-3% -$815 0.02% 160
2018
Q1 		$31K Buy
398
+274
+221% +$21.3K 0.02% 157
2017
Q4 		$9K Buy
+124
New +$9.35K 0.01% 237

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Sound Income Strategies's IJR Position: Q2 2026 in Review

Sound Income Strategies increased its iShares Core S&P Small-Cap ETF (IJR) stake by 7% in Q2 2026, buying an estimated $96.1K and bringing the position to 10,770 shares worth $1.6M. The position accounts for 0.07% of the portfolio, ranked #173.

Sound Income Strategies first reported a position in IJR in Q4 2017 and has held it in 35 quarters since. The position peaked at $3.91M in Q4 2023. 1,512 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Sound Income Strategies held 10,770 shares of iShares Core S&P Small-Cap ETF worth $1.6M as of Q2 2026.
  • Sound Income Strategies bought 700 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $96.1K.
  • iShares Core S&P Small-Cap ETF made up 0.07% of Sound Income Strategies's portfolio in Q2 2026, its #173 holding.
  • Sound Income Strategies first reported a position in iShares Core S&P Small-Cap ETF in Q4 2017 and has held it in 35 quarters since.
  • Sound Income Strategies's iShares Core S&P Small-Cap ETF position peaked at $3.91M in Q4 2023.
  • 1,512 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.