Steward Partners Investment Advisory’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $135M | Sell |
909,263
-694,002
| -43% | -$95.2M | 0.69% | 17 |
|
|
2026
Q1 | $199M | Buy |
1,603,265
+15,906
| +1% | +$2.02M | 1.02% | 17 |
|
|
2025
Q4 | $191M | Buy |
1,587,359
+55,333
| +4% | +$6.62M | 1.05% | 18 |
|
|
2025
Q3 | $182M | Buy |
1,532,026
+827,232
| +117% | +$95.1M | 1.04% | 17 |
|
|
2025
Q2 | $77M | Buy |
704,794
+58,040
| +9% | +$6M | 0.6% | 23 |
|
|
2025
Q1 | $67.6M | Buy |
646,754
+36,444
| +6% | +$4.11M | 0.6% | 25 |
|
|
2024
Q4 | $70.3M | Buy |
610,310
+24,125
| +4% | +$2.88M | 0.62% | 25 |
|
|
2024
Q3 | $68.6M | Buy |
586,185
+19,119
| +3% | +$2.16M | 0.63% | 27 |
|
|
2024
Q2 | $60.5M | Buy |
567,066
+13,154
| +2% | +$1.41M | 0.64% | 25 |
|
|
2024
Q1 | $61.2M | Buy |
553,912
+33,130
| +6% | +$3.52M | 0.68% | 24 |
|
|
2023
Q4 | $56.4M | Sell |
520,782
-220,552
| -30% | -$21.3M | 0.76% | 16 |
|
|
2023
Q3 | $69.9M | Buy |
741,334
+9,897
| +1% | +$989K | 1.08% | 10 |
|
|
2023
Q2 | $72.9M | Buy |
731,437
+5,645
| +0.8% | +$538K | 1.09% | 9 |
|
|
2023
Q1 | $70.2M | Buy |
725,792
+41,572
| +6% | +$4.16M | 1.12% | 8 |
|
|
2022
Q4 | $64.8M | Sell |
684,220
-3,895
| -0.6% | -$374K | 1.1% | 9 |
|
|
2022
Q3 | $60M | Buy |
688,115
+24,269
| +4% | +$2.36M | 1.12% | 8 |
|
|
2022
Q2 | $61.3M | Sell |
663,846
-178,852
| -21% | -$17.8M | 1.12% | 7 |
|
|
2022
Q1 | $90.9M | Buy |
842,698
+65,750
| +8% | +$7.1M | 1.41% | 6 |
|
|
2021
Q4 | $89M | Buy |
776,948
+41,785
| +6% | +$4.76M | 1.35% | 6 |
|
|
2021
Q3 | $80.3M | Buy |
735,163
+13,719
| +2% | +$1.51M | 1.38% | 6 |
|
|
2021
Q2 | $81.5M | Sell |
721,444
-4,757
| -0.7% | -$531K | 1.38% | 6 |
|
|
2021
Q1 | $78.8M | Buy |
726,201
+75,698
| +12% | +$7.92M | 1.39% | 5 |
|
|
2020
Q4 | $59.8M | Buy |
650,503
+229,570
| +55% | +$18.9M | 1.29% | 5 |
|
|
2020
Q3 | $29.6M | Buy |
420,933
+17,261
| +4% | +$1.24M | 0.75% | 19 |
|
|
2020
Q2 | $27.6M | Buy |
403,672
+30,803
| +8% | +$1.94M | 0.79% | 19 |
|
|
2020
Q1 | $20.9M | Buy |
372,869
+34,383
| +10% | +$2.56M | 0.77% | 22 |
|
|
2019
Q4 | $28.4M | Buy |
338,486
+5,337
| +2% | +$429K | 0.84% | 18 |
|
|
2019
Q3 | $25.9M | Buy |
333,149
+21,604
| +7% | +$1.67M | 0.87% | 18 |
|
|
2019
Q2 | $24.4M | Buy |
311,545
+22,289
| +8% | +$1.73M | 0.9% | 19 |
|
|
2019
Q1 | $22.3M | Buy |
289,256
+20,108
| +7% | +$1.54M | 0.95% | 21 |
|
|
2018
Q4 | $18.7M | Buy |
269,148
+18,437
| +7% | +$1.42M | 0.91% | 22 |
|
|
2018
Q3 | $21.9M | Buy |
250,711
+175,570
| +234% | +$15.4M | 1.04% | 11 |
|
|
2018
Q2 | $6.27M | Buy |
75,141
+6,857
| +10% | +$559K | 0.37% | 60 |
|
|
2018
Q1 | $5.26M | Buy |
68,284
+8,163
| +14% | +$635K | 0.36% | 66 |
|
|
2017
Q4 | $4.62M | Buy |
60,121
+2,728
| +5% | +$206K | 0.35% | 70 |
|
|
2017
Q3 | $4.26M | Buy |
57,393
+11,158
| +24% | +$782K | 0.43% | 58 |
|
|
2017
Q2 | $3.24M | Buy |
46,235
+18,705
| +68% | +$1.3M | 0.36% | 74 |
|
|
2017
Q1 | $1.9M | Buy |
+27,530
| New | +$1.9M | 0.29% | 81 |
|
Other funds holding IJR
Steward Partners Investment Advisory's IJR Position: Q2 2026 in Review
Steward Partners Investment Advisory reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 43% in Q2 2026, selling an estimated $95.2M and leaving 909,263 shares worth $135M. The position accounts for 0.69% of the portfolio, ranked #17.
Steward Partners Investment Advisory first reported a position in IJR in Q1 2017 and has held it in 38 quarters since. The position peaked at $199M in Q1 2026. 2,833 funds tracked by Wall St. Rank hold IJR as of Q2 2026.
- Steward Partners Investment Advisory held 909,263 shares of iShares Core S&P Small-Cap ETF worth $135M as of Q2 2026.
- Steward Partners Investment Advisory sold 694,002 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $95.2M.
- iShares Core S&P Small-Cap ETF made up 0.69% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #17 holding.
- Steward Partners Investment Advisory first reported a position in iShares Core S&P Small-Cap ETF in Q1 2017 and has held it in 38 quarters since.
- Steward Partners Investment Advisory's iShares Core S&P Small-Cap ETF position peaked at $199M in Q1 2026.
- 2,833 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.