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

Tiemann 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 		$2.89M Buy
23,236
+41
+0.2% +$5.21K 1.13% 18
2025
Q4 		$2.79M Buy
23,195
+377
+2% +$45.1K 1.08% 18
2025
Q3 		$2.71M Sell
22,818
-231
-1% -$26.6K 1.04% 17
2025
Q2 		$2.52M Sell
23,049
-679
-3% -$70.2K 1.03% 17
2025
Q1 		$2.48M Buy
23,728
+40
+0.2% +$4.51K 1.13% 17
2024
Q4 		$2.73M Buy
23,688
+253
+1% +$30.2K 1.21% 16
2024
Q3 		$2.74M Sell
23,435
-302
-1% -$34.1K 1.18% 15
2024
Q2 		$2.53M Buy
23,737
+207
+0.9% +$22.1K 1.13% 17
2024
Q1 		$2.6M Buy
23,530
+1,618
+7% +$172K 1.16% 16
2023
Q4 		$2.37M Buy
21,912
+319
+1% +$30.7K 1.15% 17
2023
Q3 		$2.04M Buy
21,593
+960
+5% +$95.9K 1.09% 18
2023
Q2 		$2.06M Buy
20,633
+1,785
+9% +$170K 1.05% 20
2023
Q1 		$1.82M Buy
18,848
+426
+2% +$42.6K 1% 20
2022
Q4 		$1.74M Buy
18,422
+1,138
+7% +$109K 1.02% 19
2022
Q3 		$1.51M Sell
17,284
-11,739
-40% -$1.14M 0.98% 23
2022
Q2 		$2.68M Buy
29,023
+11,890
+69% +$1.18M 1.43% 12
2022
Q1 		$1.85M Sell
17,133
-245
-1% -$26.4K 0.85% 28
2021
Q4 		$1.99M Buy
17,378
+57
+0.3% +$6.5K 0.84% 28
2021
Q3 		$1.89M Sell
17,321
-1,599
-8% -$176K 0.9% 23
2021
Q2 		$2.14M Sell
18,920
-731
-4% -$81.5K 1% 22
2021
Q1 		$2.13M Sell
19,651
-10
-0.1% -$1.05K 1.06% 19
2020
Q4 		$1.81M Sell
19,661
-785
-4% -$64.5K 0.96% 24
2020
Q3 		$1.44M Buy
20,446
+189
+0.9% +$13.5K 0.89% 27
2020
Q2 		$1.38M Buy
20,257
+6,788
+50% +$429K 0.94% 25
2020
Q1 		$756K Buy
13,469
+626
+5% +$46.6K 0.66% 44
2019
Q4 		$1.08M Buy
12,843
+204
+2% +$16.4K 0.74% 43
2019
Q3 		$984K Sell
12,639
-110
-0.9% -$8.52K 0.72% 42
2019
Q2 		$998K Buy
12,749
+81
+0.6% +$6.29K 0.72% 44
2019
Q1 		$977K Buy
12,668
+700
+6% +$53.8K 0.74% 43
2018
Q4 		$830K Buy
11,968
+1,466
+14% +$113K 0.74% 44
2018
Q3 		$916K Sell
10,502
-631
-6% -$55.3K 0.7% 46
2018
Q2 		$929K Buy
11,133
+121
+1% +$9.86K 0.74% 41
2018
Q1 		$848K Buy
11,012
+236
+2% +$18.4K 0.68% 47
2017
Q4 		$828K Buy
10,776
+124
+1% +$9.35K 0.66% 46
2017
Q3 		$791K Buy
10,652
+100
+0.9% +$7.01K 0.67% 44
2017
Q2 		$740K Buy
10,552
+30
+0.3% +$2.08K 0.66% 46
2017
Q1 		$728K Sell
10,522
-96
-0.9% -$6.62K 0.67% 46
2016
Q4 		$730K Sell
10,618
-20
-0.2% -$1.29K 0.71% 42
2016
Q3 		$660K Sell
10,638
-216
-2% -$13.2K 0.6% 51
2016
Q2 		$631K Buy
10,854
+1,268
+13% +$72.3K 0.59% 56
2016
Q1 		$540K Buy
9,586
+2,336
+32% +$122K 0.53% 59
2015
Q4 		$399K Buy
7,250
+1,920
+36% +$108K 0.41% 72
2015
Q3 		$284K Sell
5,330
-736
-12% -$41.8K 0.31% 114
2015
Q2 		$358K Buy
6,066
+46
+0.8% +$2.72K 0.37% 85
2015
Q1 		$355K Sell
6,020
-982
-14% -$56.3K 0.37% 87
2014
Q4 		$399K Sell
7,002
-312
-4% -$17K 0.43% 74
2014
Q3 		$381K Sell
7,314
-78
-1% -$4.25K 0.42% 77
2014
Q2 		$414K Sell
7,392
-100
-1% -$5.41K 0.46% 75
2014
Q1 		$413K Sell
7,492
-178
-2% -$9.62K 0.46% 71
2013
Q4 		$419K Buy
+7,670
New +$401K 0.5% 68

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

Tiemann Investment Advisors's IJR Position: Q1 2026 in Review

Tiemann Investment Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.18% in Q1 2026, buying an estimated $5.21K and bringing the position to 23,236 shares worth $2.89M. The position accounts for 1.13% of the portfolio, ranked #18.

Tiemann Investment Advisors first reported a position in IJR in Q4 2013 and has held it in 50 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Tiemann Investment Advisors held 23,236 shares of iShares Core S&P Small-Cap ETF worth $2.89M as of Q1 2026.
  • Tiemann Investment Advisors bought 41 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $5.21K.
  • iShares Core S&P Small-Cap ETF made up 1.13% of Tiemann Investment Advisors's portfolio in Q1 2026, its #18 holding.
  • Tiemann Investment Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2013 and has held it in 50 quarters since.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

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