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

Trail Ridge 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 		$300K Sell
2,415
-383
-14% -$48.7K 0.13% 89
2025
Q4 		$336K Sell
2,798
-24
-0.9% -$2.87K 0.14% 85
2025
Q3 		$335K Buy
2,822
+201
+8% +$23.1K 0.15% 87
2025
Q2 		$289K Sell
2,621
-78
-3% -$8.06K 0.14% 88
2025
Q1 		$282K Sell
2,699
-528
-16% -$59.6K 0.15% 84
2024
Q4 		$372K Hold
3,227
– – 0.18% 85
2024
Q3 		$370K Sell
3,227
-256
-7% -$28.9K 0.18% 83
2024
Q2 		$371K Sell
3,483
-18
-0.5% -$1.93K 0.19% 81
2024
Q1 		$387K Sell
3,501
-659
-16% -$70K 0.22% 78
2023
Q4 		$450K Sell
4,160
-321
-7% -$30.9K 0.28% 74
2023
Q3 		$423K Sell
4,481
-95
-2% -$9.49K 0.29% 71
2023
Q2 		$456K Sell
4,576
-1,493
-25% -$142K 0.28% 71
2023
Q1 		$587K Buy
6,069
+962
+19% +$96.2K 0.38% 63
2022
Q4 		$483K Buy
5,107
+1
+0% +$96 0.33% 74
2022
Q3 		$515K Sell
5,106
-968
-16% -$94K 0.34% 77
2022
Q2 		$561K Sell
6,074
-1,203
-17% -$120K 0.38% 77
2022
Q1 		$785K Sell
7,277
-556
-7% -$60K 0.48% 61
2021
Q4 		$897K Buy
+7,833
New +$893K 0.54% 55

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

Trail Ridge Investment Advisors's IJR Position: Q1 2026 in Review

Trail Ridge Investment Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 14% in Q1 2026, selling an estimated $48.7K and leaving 2,415 shares worth $300K. The position accounts for 0.13% of the portfolio, ranked #89.

Trail Ridge Investment Advisors first reported a position in IJR in Q4 2021 and has held it in 18 quarters since. The position peaked at $897K in Q4 2021. 2,736 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Trail Ridge Investment Advisors held 2,415 shares of iShares Core S&P Small-Cap ETF worth $300K as of Q1 2026.
  • Trail Ridge Investment Advisors sold 383 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $48.7K.
  • iShares Core S&P Small-Cap ETF made up 0.13% of Trail Ridge Investment Advisors's portfolio in Q1 2026, its #89 holding.
  • Trail Ridge Investment Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • Trail Ridge Investment Advisors's iShares Core S&P Small-Cap ETF position peaked at $897K in Q4 2021.
  • 2,736 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Trail Ridge Investment Advisors's 13F filing for Q1 2026, filed 5 May 2026.