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

St. Clair 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
Q2 		$2.69M Sell
18,162
-165
-0.9% -$22.6K 0.69% 27
2026
Q1 		$2.28M Buy
18,327
+1,933
+12% +$246K 0.61% 32
2025
Q4 		$1.97M Buy
16,394
+1,262
+8% +$151K 0.51% 35
2025
Q3 		$1.8M Buy
15,132
+232
+2% +$26.7K 0.48% 36
2025
Q2 		$1.63M Buy
14,900
+689
+5% +$71.2K 0.43% 37
2025
Q1 		$1.49M Sell
14,211
-1,065
-7% -$120K 0.42% 38
2024
Q4 		$1.76M Buy
15,276
+241
+2% +$28.8K 0.51% 34
2024
Q3 		$1.76M Buy
15,035
+620
+4% +$70K 0.5% 29
2024
Q2 		$1.54M Buy
14,415
+361
+3% +$38.6K 0.49% 31
2024
Q1 		$1.55M Buy
14,054
+51
+0.4% +$5.42K 0.5% 31
2023
Q4 		$1.52M Buy
14,003
+155
+1% +$14.9K 0.52% 33
2023
Q3 		$1.31M Buy
13,848
+525
+4% +$52.4K 0.52% 31
2023
Q2 		$1.33M Buy
13,323
+1,572
+13% +$150K 0.52% 32
2023
Q1 		$1.14M Buy
11,751
+1,139
+11% +$114K 0.5% 33
2022
Q4 		$1M Buy
10,612
+2,667
+34% +$256K 0.63% 25
2022
Q3 		$693K Buy
7,945
+243
+3% +$23.6K 0.55% 19
2022
Q2 		$712K Buy
7,702
+1,126
+17% +$112K 0.58% 21
2022
Q1 		$709K Buy
6,576
+519
+9% +$56K 0.48% 21
2021
Q4 		$694K Buy
6,057
+168
+3% +$19.1K 0.4% 26
2021
Q3 		$643K Buy
5,889
+117
+2% +$12.9K 0.45% 21
2021
Q2 		$652K Sell
5,772
-463
-7% -$51.6K 0.49% 18
2021
Q1 		$677K Sell
6,235
-554
-8% -$58K 0.54% 16
2020
Q4 		$624K Buy
+6,789
New +$558K 0.59% 20

Other funds holding IJR

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
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

St. Clair Advisors's IJR Position: Q2 2026 in Review

St. Clair Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.9% in Q2 2026, selling an estimated $22.6K and leaving 18,162 shares worth $2.69M. The position accounts for 0.69% of the portfolio, ranked #27.

St. Clair Advisors first reported a position in IJR in Q4 2020 and has held it in 23 quarters since. 847 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • St. Clair Advisors held 18,162 shares of iShares Core S&P Small-Cap ETF worth $2.69M as of Q2 2026.
  • St. Clair Advisors sold 165 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $22.6K.
  • iShares Core S&P Small-Cap ETF made up 0.69% of St. Clair Advisors's portfolio in Q2 2026, its #27 holding.
  • St. Clair Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 847 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on St. Clair Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.