Stifel Financial’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
Q1 | $214M | Buy |
1,720,938
+20,242
| +1% | +$2.57M | 0.2% | 121 |
|
|
2025
Q4 | $204M | Buy |
1,700,696
+62,846
| +4% | +$7.52M | 0.18% | 135 |
|
|
2025
Q3 | $195M | Buy |
1,637,850
+48,280
| +3% | +$5.55M | 0.18% | 135 |
|
|
2025
Q2 | $174M | Buy |
1,589,570
+30,652
| +2% | +$3.17M | 0.17% | 138 |
|
|
2025
Q1 | $163M | Buy |
1,558,918
+1,665
| +0.1% | +$188K | 0.17% | 132 |
|
|
2024
Q4 | $179M | Buy |
1,557,253
+66,345
| +4% | +$7.93M | 0.19% | 123 |
|
|
2024
Q3 | $174M | Buy |
1,490,908
+26,933
| +2% | +$3.04M | 0.18% | 125 |
|
|
2024
Q2 | $156M | Buy |
1,463,975
+6,369
| +0.4% | +$681K | 0.18% | 125 |
|
|
2024
Q1 | $161M | Buy |
1,457,606
+425,950
| +41% | +$45.2M | 0.18% | 128 |
|
|
2023
Q4 | $112M | Buy |
1,031,656
+48,998
| +5% | +$4.72M | 0.14% | 161 |
|
|
2023
Q3 | $92.7M | Buy |
982,658
+6,717
| +0.7% | +$671K | 0.13% | 179 |
|
|
2023
Q2 | $97.3M | Buy |
975,941
+39,925
| +4% | +$3.8M | 0.13% | 170 |
|
|
2023
Q1 | $90.5M | Buy |
936,016
+12,254
| +1% | +$1.23M | 0.13% | 169 |
|
|
2022
Q4 | $87.4M | Buy |
923,762
+31,162
| +3% | +$2.99M | 0.13% | 173 |
|
|
2022
Q3 | $77.8M | Sell |
892,600
-42,931
| -5% | -$4.17M | 0.13% | 175 |
|
|
2022
Q2 | $86.5M | Sell |
935,531
-568,045
| -38% | -$56.5M | 0.14% | 165 |
|
|
2022
Q1 | $162M | Buy |
1,503,576
+50,489
| +3% | +$5.45M | 0.22% | 110 |
|
|
2021
Q4 | $166M | Buy |
1,453,087
+101,825
| +8% | +$11.6M | 0.22% | 105 |
|
|
2021
Q3 | $148M | Buy |
1,351,262
+119,124
| +10% | +$13.1M | 0.22% | 110 |
|
|
2021
Q2 | $139M | Buy |
1,232,138
+80,720
| +7% | +$9M | 0.21% | 111 |
|
|
2021
Q1 | $125M | Buy |
1,151,418
+215,450
| +23% | +$22.6M | 0.21% | 110 |
|
|
2020
Q4 | $86M | Sell |
935,968
-83,111
| -8% | -$6.83M | 0.15% | 149 |
|
|
2020
Q3 | $71.6M | Sell |
1,019,079
-12,868
| -1% | -$922K | 0.15% | 148 |
|
|
2020
Q2 | $70.5M | Buy |
1,031,947
+15,710
| +2% | +$992K | 0.16% | 146 |
|
|
2020
Q1 | $57M | Sell |
1,016,237
-116,303
| -10% | -$8.66M | 0.16% | 148 |
|
|
2019
Q4 | $95M | Buy |
1,132,540
+145,769
| +15% | +$11.7M | 0.2% | 126 |
|
|
2019
Q3 | $76.8M | Sell |
986,771
-34,429
| -3% | -$2.67M | 0.2% | 135 |
|
|
2019
Q2 | $80M | Sell |
1,021,200
-6,089
| -0.6% | -$473K | 0.21% | 129 |
|
|
2019
Q1 | $79.3M | Sell |
1,027,289
-13,129
| -1% | -$1.01M | 0.22% | 121 |
|
|
2018
Q4 | $72.1M | Buy |
1,040,418
+17,494
| +2% | +$1.35M | 0.23% | 111 |
|
|
2018
Q3 | $89.2M | Buy |
1,022,924
+52,606
| +5% | +$4.61M | 0.26% | 92 |
|
|
2018
Q2 | $81M | Buy |
970,318
+169,640
| +21% | +$13.8M | 0.25% | 96 |
|
|
2018
Q1 | $61.7M | Buy |
800,678
+76,286
| +11% | +$5.94M | 0.19% | 124 |
|
|
2017
Q4 | $55.7M | Buy |
724,392
+94,730
| +15% | +$7.14M | 0.18% | 144 |
|
|
2017
Q3 | $46.7M | Buy |
629,662
+5,716
| +0.9% | +$401K | 0.16% | 151 |
|
|
2017
Q2 | $43.8M | Buy |
623,946
+57,816
| +10% | +$4M | 0.16% | 145 |
|
|
2017
Q1 | $39.1M | Buy |
566,130
+182,112
| +47% | +$12.6M | 0.15% | 155 |
|
|
2016
Q4 | $26.4M | Buy |
384,018
+51,802
| +16% | +$3.34M | 0.11% | 200 |
|
|
2016
Q3 | $20.6M | Buy |
332,216
+17,868
| +6% | +$1.09M | 0.09% | 236 |
|
|
2016
Q2 | $18.3M | Buy |
314,348
+19,234
| +7% | +$1.1M | 0.08% | 254 |
|
|
2016
Q1 | $16.6M | Buy |
295,114
+12,452
| +4% | +$650K | 0.09% | 237 |
|
|
2015
Q4 | $15.6M | Buy |
282,662
+30,086
| +12% | +$1.7M | 0.08% | 264 |
|
|
2015
Q3 | $13.5M | Buy |
252,576
+3,476
| +1% | +$197K | 0.08% | 279 |
|
|
2015
Q2 | $14.7M | Buy |
249,100
+9,542
| +4% | +$564K | 0.08% | 285 |
|
|
2015
Q1 | $14.1M | Buy |
239,558
+80,612
| +51% | +$4.62M | 0.08% | 304 |
|
|
2014
Q4 | $9.06M | Buy |
158,946
+15,318
| +11% | +$836K | 0.05% | 421 |
|
|
2014
Q3 | $7.49M | Sell |
143,628
-5,816
| -4% | -$316K | 0.07% | 346 |
|
|
2014
Q2 | $8.38M | Buy |
149,444
+63,288
| +73% | +$3.42M | 0.08% | 320 |
|
|
2014
Q1 | $4.75M | Buy |
+86,156
| New | +$4.66M | 0.05% | 457 |
|
Other funds holding IJR
Stifel Financial's IJR Position: Q1 2026 in Review
Stifel Financial increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.2% in Q1 2026, buying an estimated $2.57M and bringing the position to 1,720,938 shares worth $214M. The position accounts for 0.2% of the portfolio, ranked #121.
Stifel Financial first reported a position in IJR in Q1 2014 and has held it in 49 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.
- Stifel Financial held 1,720,938 shares of iShares Core S&P Small-Cap ETF worth $214M as of Q1 2026.
- Stifel Financial bought 20,242 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $2.57M.
- iShares Core S&P Small-Cap ETF made up 0.2% of Stifel Financial's portfolio in Q1 2026, its #121 holding.
- Stifel Financial first reported a position in iShares Core S&P Small-Cap ETF in Q1 2014 and has held it in 49 quarters since.
- 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.
Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.