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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
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

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Steel Grove Capital Advisors's IJR Position: Q1 2026 in Review

Steel Grove Capital Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.2% in Q1 2026, buying an estimated $12.2K and bringing the position to 8,432 shares worth $1.05M. The position accounts for 0.11% of the portfolio, ranked #104.

Steel Grove Capital Advisors first reported a position in IJR in Q1 2017 and has held it in 29 quarters since. The position peaked at $1.09M in Q4 2018. 2,736 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Steel Grove Capital Advisors held 8,432 shares of iShares Core S&P Small-Cap ETF worth $1.05M as of Q1 2026.
  • Steel Grove Capital Advisors bought 96 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $12.2K.
  • iShares Core S&P Small-Cap ETF made up 0.11% of Steel Grove Capital Advisors's portfolio in Q1 2026, its #104 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 29 quarters since.
  • Steel Grove Capital Advisors's iShares Core S&P Small-Cap ETF position peaked at $1.09M in Q4 2018.
  • 2,736 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q1 2026, filed 7 May 2026.