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

Steel Grove Capital 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	$1.34M	Buy	9,057 +625	+7%	+$85.8K	0.13%	94
2026 Q1	$1.05M	Buy	8,432 +96	+1%	+$12.2K	0.11%	104
2025 Q4	$1M	Buy	8,336 +482	+6%	+$57.6K	0.1%	91
2025 Q3	$858K	Hold	7,854	–	–	0.1%	102
2025 Q2	$858K	Buy	7,854 +490	+7%	+$50.7K	0.1%	103
2025 Q1	$770K	Buy	7,364 +881	+14%	+$99.4K	0.12%	95
2024 Q4	$747K	Buy	6,483 +1,202	+23%	+$144K	0.1%	96
2024 Q3	$616K	Sell	5,281 -333	-6%	-$37.6K	0.09%	105
2024 Q2	$599K	Buy	5,614 +39	+0.7%	+$4.17K	0.08%	109
2024 Q1	$616K	Buy	5,575 +533	+11%	+$56.6K	0.08%	111
2023 Q4	$546K	Buy	5,042 +260	+5%	+$25.1K	0.07%	96
2023 Q3	$451K	Buy	4,782 +202	+4%	+$20.2K	0.06%	115
2023 Q2	$456K	Buy	4,580 +1,680	+58%	+$160K	0.06%	116
2023 Q1	$280K	Buy	+2,900	New	+$290K	0.04%	146
2022 Q1	–	Sell	-2,093	Closed	-$240K	–	157
2021 Q4	$240K	Hold	2,093	–	–	0.05%	132
2021 Q3	$229K	Sell	2,093 -178	-8%	-$19.6K	0.05%	132
2021 Q2	$257K	Sell	2,271 -157	-6%	-$17.5K	0.07%	116
2021 Q1	$264K	Sell	2,428 -340	-12%	-$35.6K	0.09%	113
2020 Q4	$254K	Buy	+2,768	New	+$227K	0.08%	113
2020 Q3	–	Sell	-5,493	Closed	-$375K	–	114
2020 Q2	$375K	Sell	5,493 -628	-10%	-$39.6K	0.17%	87
2020 Q1	$343K	Sell	6,121 -4,175	-41%	-$311K	0.22%	76
2019 Q4	$863K	Sell	10,296 -583	-5%	-$46.9K	0.48%	73
2019 Q3	$847K	Sell	10,879 -180	-2%	-$13.9K	0.5%	69
2019 Q2	$866K	Sell	11,059 -369	-3%	-$28.6K	0.54%	66
2019 Q1	$882K	Sell	11,428 -4,283	-27%	-$329K	0.57%	70
2018 Q4	$1.09M	Buy	15,711 +12,417	+377%	+$960K	0.15%	129
2018 Q3	$288K	Buy	3,294 +226	+7%	+$19.8K	0.04%	258
2018 Q2	$257K	Buy	+3,068	New	+$250K	0.04%	265
2017 Q3	–	Sell	-9,453	Closed	-$663K	–	289
2017 Q2	$663K	Buy	9,453 +1,771	+23%	+$123K	0.12%	141
2017 Q1	$531K	Buy	+7,682	New	+$530K	0.09%	160

Other funds holding IJR

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 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

Steel Grove Capital Advisors's IJR Position: Q2 2026 in Review

Steel Grove Capital Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 7.4% in Q2 2026, buying an estimated $85.8K and bringing the position to 9,057 shares worth $1.34M. The position accounts for 0.13% of the portfolio, ranked #94.

Steel Grove Capital Advisors first reported a position in IJR in Q1 2017 and has held it in 30 quarters since. 1,256 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Steel Grove Capital Advisors held 9,057 shares of iShares Core S&P Small-Cap ETF worth $1.34M as of Q2 2026.
Steel Grove Capital Advisors bought 625 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $85.8K.
iShares Core S&P Small-Cap ETF made up 0.13% of Steel Grove Capital Advisors's portfolio in Q2 2026, its #94 holding.
Steel Grove Capital Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q1 2017 and has held it in 30 quarters since.
1,256 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.