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

Sterling Investment 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	$415K	Sell	2,797 -335	-11%	-$46K	0.23%	51
2026 Q1	$389K	Sell	3,132 -61	-2%	-$7.75K	0.23%	51
2025 Q4	$384K	Buy	3,193 +367	+13%	+$43.9K	0.22%	58
2025 Q3	$336K	Sell	2,826 -148	-5%	-$17K	0.2%	57
2025 Q2	$325K	Sell	2,974 -115	-4%	-$11.9K	0.22%	48
2025 Q1	$323K	Sell	3,089 -126	-4%	-$14.2K	0.23%	48
2024 Q4	$370K	Buy	+3,215	New	+$384K	0.29%	47
2022 Q2	–	Sell	-1,885	Closed	-$203K	–	70
2022 Q1	$203K	Hold	1,885	–	–	0.14%	69
2021 Q4	$216K	Buy	+1,885	New	+$215K	0.13%	67
2018 Q4	–	Sell	-2,454	Closed	-$214K	–	58
2018 Q3	$214K	Buy	+2,454	New	+$215K	0.16%	59

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Sterling Investment Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 11% in Q2 2026, selling an estimated $46K and leaving 2,797 shares worth $415K. The position accounts for 0.23% of the portfolio, ranked #51.

Sterling Investment Management first reported a position in IJR in Q3 2018 and has held it in 10 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Sterling Investment Management held 2,797 shares of iShares Core S&P Small-Cap ETF worth $415K as of Q2 2026.
Sterling Investment Management sold 335 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $46K.
iShares Core S&P Small-Cap ETF made up 0.23% of Sterling Investment Management's portfolio in Q2 2026, its #51 holding.
Sterling Investment Management first reported a position in iShares Core S&P Small-Cap ETF in Q3 2018 and has held it in 10 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Sterling Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.