SRH Advisors
IJR icon

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

SRH 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
Q3 		$290K Hold
2,129
– – 0.07% 51
2026
Q2 		$316K Hold
2,129
– – 0.08% 45
2026
Q1 		$265K Hold
2,129
– – 0.08% 47
2025
Q4 		$256K Hold
2,129
– – 0.07% 49
2025
Q3 		$253K Hold
2,129
– – 0.07% 47
2025
Q2 		$233K Hold
2,129
– – 0.07% 48
2025
Q1 		$223K Hold
2,129
– – 0.07% 48
2024
Q4 		$245K Hold
2,129
– – 0.07% 47
2024
Q3 		$249K Hold
2,129
– – 0.08% 51
2024
Q2 		$227K Hold
2,129
– – 0.08% 53
2024
Q1 		$235K Hold
2,129
– – 0.07% 52
2023
Q4 		$230K Sell
2,129
-137
-6% -$13.2K 0.08% 53
2023
Q3 		$214K Hold
2,266
– – 0.1% 52
2023
Q2 		$219K Hold
2,266
– – 0.12% 55
2023
Q1 		$219K Sell
2,266
-489
-18% -$48.9K 0.12% 55
2022
Q4 		$261K Buy
2,755
+137
+5% +$13.1K 0.14% 50
2022
Q3 		$228K Buy
2,618
+489
+23% +$47.5K 0.3% 51
2022
Q2 		$197K Hold
2,129
– – 0.24% 56
2022
Q1 		$230K Hold
2,129
– – 0.26% 55
2021
Q4 		$244K Hold
2,129
– – 0.28% 55
2021
Q3 		$232K Hold
2,129
– – 0.28% 55
2021
Q2 		$241K Hold
2,129
– – 0.3% 54
2021
Q1 		$231K Hold
2,129
– – 0.33% 50
2020
Q4 		$196K Hold
2,129
– – 0.32% 48
2020
Q3 		$150K Buy
+2,129
New +$153K 0.29% 49
2018
Q4 		– Sell
-30
Closed -$3K – 273
2018
Q3 		$3K Hold
30
– – 0.01% 246
2018
Q2 		$3K Hold
30
– – 0.01% 234
2018
Q1 		$2K Hold
30
– – 0.01% 217
2017
Q4 		$2K Hold
30
– – 0.01% 205
2017
Q3 		$2K Buy
+30
New +$2.1K 0.01% 215

Other funds holding IJR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

SRH Advisors's IJR Position: Q3 2026 in Review

SRH Advisors held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q3 2026 at 2,129 shares worth $290K. The position accounts for 0.07% of the portfolio, ranked #51.

SRH Advisors first reported a position in IJR in Q3 2017 and has held it in 30 quarters since. The position peaked at $316K in Q2 2026. 2,331 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • SRH Advisors held 2,129 shares of iShares Core S&P Small-Cap ETF worth $290K as of Q3 2026.
  • SRH Advisors left its iShares Core S&P Small-Cap ETF share count unchanged in Q3 2026.
  • iShares Core S&P Small-Cap ETF made up 0.07% of SRH Advisors's portfolio in Q3 2026, its #51 holding.
  • SRH Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q3 2017 and has held it in 30 quarters since.
  • SRH Advisors's iShares Core S&P Small-Cap ETF position peaked at $316K in Q2 2026.
  • 2,331 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on SRH Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.