Stillwater Capital Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Stillwater Capital Advisors’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	$675K	Sell	4,552 -28	-0.6%	-$3.84K	0.07%	55
2026 Q1	$569K	Buy	4,580 +1,682	+58%	+$214K	0.07%	54
2025 Q4	$348K	Buy	2,898 +283	+11%	+$33.8K	0.04%	61
2025 Q3	$311K	Buy	2,615 +129	+5%	+$14.8K	0.04%	61
2025 Q2	$272K	Buy	2,486 +106	+4%	+$11K	0.03%	62
2025 Q1	$249K	Hold	2,380	–	–	0.03%	64
2024 Q4	$274K	Sell	2,380 -29	-1%	-$3.46K	0.03%	63
2024 Q3	$282K	Buy	+2,409	New	+$272K	0.04%	64
2021 Q3	–	Sell	-21,225	Closed	-$2.4M	–	71
2021 Q2	$2.4M	Buy	21,225 +368	+2%	+$41K	0.4%	42
2021 Q1	$2.26M	Buy	20,857 +1,317	+7%	+$138K	0.41%	42
2020 Q4	$1.8M	Buy	19,540 +357	+2%	+$29.3K	0.34%	41
2020 Q3	$1.35M	Sell	19,183 -502	-3%	-$36K	0.29%	44
2020 Q2	$1.34M	Buy	19,685 +301	+2%	+$19K	0.32%	42
2020 Q1	$1.09M	Buy	19,384 +644	+3%	+$48K	0.32%	43
2019 Q4	$1.57M	Buy	18,740 +571	+3%	+$45.9K	0.36%	42
2019 Q3	$1.41M	Buy	18,169 +219	+1%	+$17K	0.36%	42
2019 Q2	$1.41M	Sell	17,950 -5,956	-25%	-$462K	0.35%	45
2019 Q1	$1.84M	Sell	23,906 -1,371	-5%	-$105K	0.4%	50
2018 Q4	$1.75M	Sell	25,277 -11,221	-31%	-$867K	0.44%	48
2018 Q3	$3.18M	Buy	36,498 +3,969	+12%	+$348K	0.66%	41
2018 Q2	$2.71M	Buy	32,529 +7,802	+32%	+$636K	0.65%	39
2018 Q1	$1.9M	Buy	24,727 +2,770	+13%	+$216K	0.46%	46
2017 Q4	$1.69M	Buy	21,957 +1,321	+6%	+$99.6K	0.4%	46
2017 Q3	$1.53M	Buy	20,636 +970	+5%	+$68K	0.4%	45
2017 Q2	$1.38M	Buy	19,666 +1,757	+10%	+$122K	0.35%	47
2017 Q1	$1.24M	Buy	17,909 +1,787	+11%	+$123K	0.33%	49
2016 Q4	$1.11M	Buy	16,122 +4,028	+33%	+$260K	0.3%	47
2016 Q3	$751K	Buy	12,094 +4,044	+50%	+$247K	0.22%	55
2016 Q2	$468K	Buy	+8,050	New	+$459K	0.14%	60

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

Stillwater Capital Advisors's IJR Position: Q2 2026 in Review

Stillwater Capital Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.61% in Q2 2026, selling an estimated $3.84K and leaving 4,552 shares worth $675K. The position accounts for 0.07% of the portfolio, ranked #55.

Stillwater Capital Advisors first reported a position in IJR in Q2 2016 and has held it in 29 quarters since. The position peaked at $3.18M in Q3 2018. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Stillwater Capital Advisors held 4,552 shares of iShares Core S&P Small-Cap ETF worth $675K as of Q2 2026.
Stillwater Capital Advisors sold 28 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $3.84K.
iShares Core S&P Small-Cap ETF made up 0.07% of Stillwater Capital Advisors's portfolio in Q2 2026, its #55 holding.
Stillwater Capital Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q2 2016 and has held it in 29 quarters since.
Stillwater Capital Advisors's iShares Core S&P Small-Cap ETF position peaked at $3.18M in Q3 2018.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Stillwater Capital Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.