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Sterling Investment Counsel’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Sterling Investment Counsel’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 		$10.3M Buy
69,218
+931
+1% +$128K 2.42% 9
2026
Q1 		$8.49M Buy
68,287
+2,887
+4% +$367K 2.38% 8
2025
Q4 		$7.86M Buy
65,400
+975
+2% +$117K 2.25% 11
2025
Q3 		$7.66M Buy
64,425
+22,296
+53% +$2.56M 2.45% 8
2025
Q2 		$4.6M Sell
42,129
-17,912
-30% -$1.85M 2.7% 7
2025
Q1 		$6.28M Buy
60,041
+21,101
+54% +$2.38M 2.15% 10
2024
Q4 		$4.49M Sell
38,940
-5
-0% -$597 2.97% 7
2024
Q3 		$4.56M Buy
38,945
+1,494
+4% +$169K 1.62% 15
2024
Q2 		$3.99M Buy
37,451
+692
+2% +$74K 1.57% 14
2024
Q1 		$4.06M Buy
36,759
+1,338
+4% +$142K 1.88% 12
2023
Q4 		$3.83M Buy
35,421
+3,987
+13% +$384K 1.96% 11
2023
Q3 		$2.97M Buy
31,434
+1,132
+4% +$113K 1.7% 13
2023
Q2 		$3.02M Buy
30,302
+2,546
+9% +$242K 1.63% 13
2023
Q1 		$2.68M Buy
27,756
+22,765
+456% +$2.28M 1.59% 12
2022
Q4 		$472K Buy
4,991
+1,327
+36% +$127K 0.29% 68
2022
Q3 		$318K Sell
3,664
-266
-7% -$25.8K 0.23% 92
2022
Q2 		$362K Buy
3,930
+225
+6% +$22.4K 0.28% 88
2022
Q1 		$400K Buy
+3,705
New +$400K 0.27% 87

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

Sterling Investment Counsel's IJR Position: Q2 2026 in Review

Sterling Investment Counsel increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.4% in Q2 2026, buying an estimated $128K and bringing the position to 69,218 shares worth $10.3M. The position accounts for 2.42% of the portfolio, ranked #9.

Sterling Investment Counsel first reported a position in IJR in Q1 2022 and has held it in 18 quarters since. 1,512 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Sterling Investment Counsel held 69,218 shares of iShares Core S&P Small-Cap ETF worth $10.3M as of Q2 2026.
  • Sterling Investment Counsel bought 931 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $128K.
  • iShares Core S&P Small-Cap ETF made up 2.42% of Sterling Investment Counsel's portfolio in Q2 2026, its #9 holding.
  • Sterling Investment Counsel first reported a position in iShares Core S&P Small-Cap ETF in Q1 2022 and has held it in 18 quarters since.
  • 1,512 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Sterling Investment Counsel's 13F filing for Q2 2026, filed 20 Jul 2026.