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Sterling Investment Advisors (Missouri)’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Sterling Investment Advisors (Missouri)’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 		$5.52M Sell
37,238
-173
-0.5% -$23.7K 2.48% 12
2026
Q1 		$4.65M Sell
37,411
-157
-0.4% -$19.9K 2.23% 15
2025
Q4 		$4.51M Sell
37,568
-450
-1% -$53.8K 2.19% 15
2025
Q3 		$4.52M Sell
38,018
-4,923
-11% -$566K 2.24% 15
2025
Q2 		$3.83M Buy
42,941
+8,147
+23% +$842K 1.99% 15
2025
Q1 		$3.64M Buy
34,794
+1,109
+3% +$125K 2.05% 15
2024
Q4 		$3.88M Sell
33,685
-1,095
-3% -$131K 2.27% 14
2024
Q3 		$4.07M Buy
34,780
+4
+0% +$452 2.29% 14
2024
Q2 		$3.71M Sell
34,776
-91
-0.3% -$9.74K 2.26% 14
2024
Q1 		$3.85M Sell
34,867
-246
-0.7% -$26.1K 2.26% 14
2023
Q4 		$3.8M Sell
35,113
-4,730
-12% -$456K 2.36% 14
2023
Q3 		$3.76M Sell
39,843
-1,649
-4% -$165K 2.4% 14
2023
Q2 		$4.13M Sell
41,492
-250
-0.6% -$23.8K 2.63% 13
2023
Q1 		$4.04M Buy
41,742
+489
+1% +$48.9K 2.61% 14
2022
Q4 		$3.9M Sell
41,253
-337
-0.8% -$32.3K 2.67% 14
2022
Q3 		$3.63M Sell
41,590
-1,565
-4% -$152K 2.72% 13
2022
Q2 		$3.99M Sell
43,155
-323
-0.7% -$32.1K 2.74% 13
2022
Q1 		$4.69M Buy
43,478
+242
+0.6% +$26.1K 2.78% 12
2021
Q4 		$4.95M Buy
43,236
+1,144
+3% +$130K 2.82% 13
2021
Q3 		$4.6M Buy
42,092
+1,070
+3% +$118K 2.76% 13
2021
Q2 		$4.63M Buy
41,022
+303
+0.7% +$33.8K 2.81% 12
2021
Q1 		$4.42M Sell
40,719
-5,034
-11% -$527K 2.8% 12
2020
Q4 		$4.21M Sell
45,753
-2,543
-5% -$209K 2.79% 12
2020
Q3 		$3.39M Buy
48,296
+751
+2% +$53.8K 2.59% 13
2020
Q2 		$3.25M Buy
47,545
+2,443
+5% +$154K 2.61% 14
2020
Q1 		$2.53M Buy
45,102
+5,444
+14% +$405K 2.34% 16
2019
Q4 		$3.33M Sell
39,658
-806
-2% -$64.8K 2.56% 16
2019
Q3 		$3.15M Buy
40,464
+1,158
+3% +$89.7K 2.5% 16
2019
Q2 		$3.08M Buy
39,306
+60
+0.2% +$4.66K 2.45% 16
2019
Q1 		$3.03M Buy
39,246
+877
+2% +$67.3K 2.47% 16
2018
Q4 		$2.66M Buy
38,369
+1,216
+3% +$94K 2.37% 16
2018
Q3 		$3.24M Sell
37,153
-2,079
-5% -$182K 2.65% 16
2018
Q2 		$3.27M Sell
39,232
-2,152
-5% -$175K 2.76% 16
2018
Q1 		$3.19M Buy
41,384
+213
+0.5% +$16.6K 2.63% 16
2017
Q4 		$3.16M Sell
41,171
-787
-2% -$59.3K 2.61% 16
2017
Q3 		$3.11M Buy
41,958
+2,142
+5% +$150K 2.65% 17
2017
Q2 		$2.79M Buy
39,816
+998
+3% +$69.1K 2.55% 16
2017
Q1 		$2.69M Buy
38,818
+390
+1% +$26.9K 2.57% 16
2016
Q4 		$2.64M Sell
38,428
-398
-1% -$25.7K 2.72% 14
2016
Q3 		$2.41M Buy
38,826
+4,634
+14% +$283K 2.47% 16
2016
Q2 		$1.99M Sell
34,192
-316
-0.9% -$18K 2.03% 17
2016
Q1 		$1.94M Sell
34,508
-490
-1% -$25.6K 2.05% 17
2015
Q4 		$1.93M Buy
34,998
+2,190
+7% +$123K 2.08% 17
2015
Q3 		$1.75M Sell
32,808
-1,412
-4% -$80.1K 2% 18
2015
Q2 		$2.02M Sell
34,220
-896
-3% -$53K 2.14% 18
2015
Q1 		$2.07M Sell
35,116
-692
-2% -$39.7K 2.09% 18
2014
Q4 		$2.04M Buy
+35,808
New +$1.95M 2.11% 19

Other funds holding IJR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Sterling Investment Advisors (Missouri)'s IJR Position: Q2 2026 in Review

Sterling Investment Advisors (Missouri) reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.46% in Q2 2026, selling an estimated $23.7K and leaving 37,238 shares worth $5.52M. The position accounts for 2.48% of the portfolio, ranked #12.

Sterling Investment Advisors (Missouri) first reported a position in IJR in Q4 2014 and has held it in 47 quarters since. 1,919 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Sterling Investment Advisors (Missouri) held 37,238 shares of iShares Core S&P Small-Cap ETF worth $5.52M as of Q2 2026.
  • Sterling Investment Advisors (Missouri) sold 173 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $23.7K.
  • iShares Core S&P Small-Cap ETF made up 2.48% of Sterling Investment Advisors (Missouri)'s portfolio in Q2 2026, its #12 holding.
  • Sterling Investment Advisors (Missouri) first reported a position in iShares Core S&P Small-Cap ETF in Q4 2014 and has held it in 47 quarters since.
  • 1,919 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Sterling Investment Advisors (Missouri)'s 13F filing for Q2 2026, filed 9 Jul 2026.