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

Strategic Investment 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
Q1 		$273K Buy
+2,199
New +$279K 0.02% 274
2019
Q1 		– Sell
-24,810
Closed -$1.72M – 136
2018
Q4 		$1.72M Buy
+24,810
New +$1.92M 1.55% 20

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 Investment Advisors's IJR Position: Q1 2026 in Review

Strategic Investment Advisors opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q1 2026: 2,199 shares worth $273K. The stake represents 0.02% of the portfolio and ranks #274 among its holdings. This is a return to the name: Strategic Investment Advisors previously reported a position in IJR as recently as Q4 2018.

Strategic Investment Advisors first reported a position in IJR in Q4 2018 and has held it in 2 quarters since. The position peaked at $1.72M in Q4 2018. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Strategic Investment Advisors held 2,199 shares of iShares Core S&P Small-Cap ETF worth $273K as of Q1 2026.
  • iShares Core S&P Small-Cap ETF was a new Strategic Investment Advisors position in Q1 2026.
  • iShares Core S&P Small-Cap ETF made up 0.02% of Strategic Investment Advisors's portfolio in Q1 2026, its #274 holding.
  • Strategic Investment Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 2 quarters since.
  • Strategic Investment Advisors's iShares Core S&P Small-Cap ETF position peaked at $1.72M in Q4 2018.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.