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Steele Capital Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Steele Capital Management’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 		$105M Buy
704,827
+53,966
+8% +$7.41M 3.85% 9
2026
Q1 		$80.9M Buy
650,861
+20,599
+3% +$2.62M 3.35% 11
2025
Q4 		$75.7M Buy
630,262
+13,654
+2% +$1.63M 3.25% 11
2025
Q3 		$73.3M Sell
616,608
-3,771
-0.6% -$434K 3.25% 11
2025
Q2 		$67.8M Sell
620,379
-148,703
-19% -$15.4M 3.25% 11
2025
Q1 		$80.4M Buy
769,082
+15,906
+2% +$1.79M 4.19% 10
2024
Q4 		$86.8M Buy
753,176
+72,261
+11% +$8.63M 4.52% 8
2024
Q3 		$79.6M Buy
680,915
+26,947
+4% +$3.04M 4.16% 11
2024
Q2 		$69.8M Buy
653,968
+5,832
+0.9% +$624K 3.89% 10
2024
Q1 		$71.6M Buy
648,136
+63,514
+11% +$6.74M 4.11% 9
2023
Q4 		$63.3M Buy
+584,622
New +$56.3M 4.12% 7

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

Steele Capital Management's IJR Position: Q2 2026 in Review

Steele Capital Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 8.3% in Q2 2026, buying an estimated $7.41M and bringing the position to 704,827 shares worth $105M. The position accounts for 3.85% of the portfolio, ranked #9.

Steele Capital Management first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. 1,512 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Steele Capital Management held 704,827 shares of iShares Core S&P Small-Cap ETF worth $105M as of Q2 2026.
  • Steele Capital Management bought 53,966 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $7.41M.
  • iShares Core S&P Small-Cap ETF made up 3.85% of Steele Capital Management's portfolio in Q2 2026, its #9 holding.
  • Steele Capital Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,512 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Steele Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.