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Strategic Blueprint’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Strategic Blueprint’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
Q1 		$7.81M Sell
62,804
-1,074
-2% -$136K 0.45% 57
2025
Q4 		$7.68M Sell
63,878
-423
-0.7% -$50.6K 0.45% 53
2025
Q3 		$7.64M Sell
64,301
-9,035
-12% -$1.04M 0.33% 81
2025
Q2 		$8.01M Sell
73,336
-9,821
-12% -$1.02M 0.39% 67
2025
Q1 		$8.7M Buy
83,157
+35,040
+73% +$3.95M 0.47% 52
2024
Q4 		$5.54M Sell
48,117
-2,639
-5% -$315K 0.33% 76
2024
Q3 		$5.94M Sell
50,756
-195
-0.4% -$22K 0.37% 66
2024
Q2 		$5.43M Buy
50,951
+10,604
+26% +$1.13M 0.37% 70
2024
Q1 		$4.46M Buy
40,347
+1,947
+5% +$207K 0.32% 79
2023
Q4 		$4.16M Buy
38,400
+1,705
+5% +$164K 0.34% 74
2023
Q3 		$3.46M Buy
36,695
+6,331
+21% +$632K 0.32% 71
2023
Q2 		$3.03M Sell
30,364
-6,083
-17% -$579K 0.29% 78
2023
Q1 		$3.52M Sell
36,447
-1,614
-4% -$161K 0.36% 66
2022
Q4 		$3.6M Buy
38,061
+1,222
+3% +$117K 0.42% 56
2022
Q3 		$3.21M Buy
36,839
+23,427
+175% +$2.28M 0.38% 62
2022
Q2 		$1.24M Buy
13,412
+821
+7% +$81.6K 0.15% 147
2022
Q1 		$1.36M Sell
12,591
-5,671
-31% -$612K 0.16% 136
2021
Q4 		$2.09M Buy
18,262
+2,000
+12% +$228K 0.26% 85
2021
Q3 		$1.78M Buy
16,262
+542
+3% +$59.7K 0.28% 86
2021
Q2 		$1.78M Buy
15,720
+2,371
+18% +$264K 0.28% 78
2021
Q1 		$1.45M Buy
13,349
+2,085
+19% +$218K 0.31% 73
2020
Q4 		$1.03M Buy
+11,264
New +$925K 0.26% 85
2020
Q1 		– Sell
-2,458
Closed -$206K – 132
2019
Q4 		$206K Buy
2,458
+1,276
+108% +$103K 0.14% 86
2019
Q3 		$92K Buy
+1,182
New +$91.5K 0.07% 116

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Strategic Blueprint's IJR Position: Q1 2026 in Review

Strategic Blueprint reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.7% in Q1 2026, selling an estimated $136K and leaving 62,804 shares worth $7.81M. The position accounts for 0.45% of the portfolio, ranked #57.

Strategic Blueprint first reported a position in IJR in Q3 2019 and has held it in 24 quarters since. The position peaked at $8.7M in Q1 2025. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Strategic Blueprint held 62,804 shares of iShares Core S&P Small-Cap ETF worth $7.81M as of Q1 2026.
  • Strategic Blueprint sold 1,074 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $136K.
  • iShares Core S&P Small-Cap ETF made up 0.45% of Strategic Blueprint's portfolio in Q1 2026, its #57 holding.
  • Strategic Blueprint first reported a position in iShares Core S&P Small-Cap ETF in Q3 2019 and has held it in 24 quarters since.
  • Strategic Blueprint's iShares Core S&P Small-Cap ETF position peaked at $8.7M in Q1 2025.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Strategic Blueprint's 13F filing for Q1 2026, filed 29 Apr 2026.