Transamerica Financial Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $17.1M | Sell |
115,578
-16,490
| -12% | -$2.26M | 1.45% | 9 |
|
|
2026
Q1 | $16.4M | Sell |
132,068
-13,424
| -9% | -$1.71M | 1.4% | 11 |
|
|
2025
Q4 | $17.5M | Sell |
145,492
-12,041
| -8% | -$1.44M | 1.46% | 11 |
|
|
2025
Q3 | $18.7M | Sell |
157,533
-11
| -0% | -$1.26K | 1.55% | 10 |
|
|
2025
Q2 | $17.2M | Buy |
157,544
+1,678
| +1% | +$173K | 1.62% | 10 |
|
|
2025
Q1 | $16.3M | Buy |
155,866
+7,991
| +5% | +$902K | 1.66% | 9 |
|
|
2024
Q4 | $17M | Sell |
147,875
-1,754
| -1% | -$210K | 1.69% | 9 |
|
|
2024
Q3 | $17.5M | Sell |
149,629
-750
| -0.5% | -$84.7K | 1.71% | 8 |
|
|
2024
Q2 | $16M | Hold |
150,379
| – | – | 1.71% | 6 |
|
|
2024
Q1 | $16.6M | Buy |
150,379
+32,227
| +27% | +$3.42M | 1.69% | 7 |
|
|
2023
Q4 | $12.8M | Sell |
118,152
-8,527
| -7% | -$822K | 1.77% | 9 |
|
|
2023
Q3 | $11.9M | Buy |
126,679
+90
| +0.1% | +$8.99K | 1.62% | 12 |
|
|
2023
Q2 | $12.6M | Sell |
126,589
-25,579
| -17% | -$2.44M | 1.64% | 13 |
|
|
2023
Q1 | $14.7M | Buy |
152,168
+8,811
| +6% | +$881K | 1.94% | 11 |
|
|
2022
Q4 | $13.6M | Buy |
143,357
+19,869
| +16% | +$1.91M | 1.93% | 10 |
|
|
2022
Q3 | $10.8M | Buy |
123,488
+2,549
| +2% | +$248K | 1.59% | 14 |
|
|
2022
Q2 | $11.2M | Buy |
120,939
+119,846
| +10,965% | +$11.9M | 1.58% | 15 |
|
|
2022
Q1 | $118K | Sell |
1,093
-230
| -17% | -$24.8K | 4.21% | 5 |
|
|
2021
Q4 | $152K | Buy |
1,323
+15
| +1% | +$1.71K | 4.11% | 5 |
|
|
2021
Q3 | $143K | Sell |
1,308
-66
| -5% | -$7.27K | 4.01% | 5 |
|
|
2021
Q2 | $156K | Sell |
1,374
-230
| -14% | -$25.7K | 3.82% | 5 |
|
|
2021
Q1 | $175K | Sell |
1,604
-512
| -24% | -$53.6K | 4.26% | 5 |
|
|
2020
Q4 | $195K | Sell |
2,116
-760
| -26% | -$62.4K | 4.03% | 5 |
|
|
2020
Q3 | $202K | Sell |
2,876
-118,080
| -98% | -$8.46M | 3.67% | 5 |
|
|
2020
Q2 | $8.26M | Buy |
120,956
+118,085
| +4,113% | +$7.46M | 1.81% | 11 |
|
|
2020
Q1 | $162K | Sell |
2,871
-362
| -11% | -$27K | 2.89% | 9 |
|
|
2019
Q4 | $272K | Sell |
3,233
-550
| -15% | -$44.3K | 3.77% | 5 |
|
|
2019
Q3 | $295K | Sell |
3,783
-83,711
| -96% | -$6.48M | 3.75% | 5 |
|
|
2019
Q2 | $6.85M | Buy |
87,494
+74,948
| +597% | +$5.82M | 1.48% | 13 |
|
|
2019
Q1 | $968K | Sell |
12,546
-84,798
| -87% | -$6.51M | 5.71% | 5 |
|
|
2018
Q4 | $6.75M | Buy |
97,344
+752
| +0.8% | +$58.1K | 1.73% | 11 |
|
|
2018
Q3 | $8.43M | Sell |
96,592
-71,386
| -42% | -$6.25M | 1.79% | 12 |
|
|
2018
Q2 | $14M | Buy |
167,978
+53,928
| +47% | +$4.39M | 3.1% | 4 |
|
|
2018
Q1 | $8.78M | Sell |
114,050
-7,148
| -6% | -$556K | 1.3% | 13 |
|
|
2017
Q4 | $9.31M | Sell |
121,198
-44,183
| -27% | -$3.33M | 1.23% | 11 |
|
|
2017
Q3 | $12.3M | Sell |
165,381
-8,987
| -5% | -$630K | 1.52% | 7 |
|
|
2017
Q2 | $12.2M | Sell |
174,368
-15,271
| -8% | -$1.06M | 1.66% | 7 |
|
|
2017
Q1 | $13.1M | Sell |
189,639
-23,787
| -11% | -$1.64M | 1.57% | 8 |
|
|
2016
Q4 | $14.7M | Sell |
213,426
-32,260
| -13% | -$2.08M | 1.75% | 7 |
|
|
2016
Q3 | $15.3M | Sell |
245,686
-47,220
| -16% | -$2.88M | 1.65% | 10 |
|
|
2016
Q2 | $17M | Sell |
292,906
-63,268
| -18% | -$3.61M | 1.72% | 13 |
|
|
2016
Q1 | $20M | Sell |
356,174
-99,022
| -22% | -$5.17M | 1.7% | 15 |
|
|
2015
Q4 | $25.1M | Buy |
455,196
+54,034
| +13% | +$3.04M | 1.84% | 13 |
|
|
2015
Q3 | $21.4M | Buy |
401,162
+22,594
| +6% | +$1.28M | 1.72% | 18 |
|
|
2015
Q2 | $22.3M | Buy |
378,568
+30,406
| +9% | +$1.8M | 1.6% | 12 |
|
|
2015
Q1 | $20.5M | Sell |
348,162
-65,924
| -16% | -$3.78M | 1.43% | 10 |
|
|
2014
Q4 | $23.6M | Buy |
414,086
+41,460
| +11% | +$2.26M | 1.85% | 11 |
|
|
2014
Q3 | $19.4M | Buy |
372,626
+14,800
| +4% | +$805K | 1.76% | 14 |
|
|
2014
Q2 | $20.1M | Buy |
357,826
+28,888
| +9% | +$1.56M | 1.75% | 16 |
|
|
2014
Q1 | $18.1M | Sell |
328,938
-6,956
| -2% | -$376K | 1.8% | 15 |
|
|
2013
Q4 | $18.3M | Buy |
335,894
+2,332
| +0.7% | +$122K | 1.99% | 16 |
|
|
2013
Q3 | $16.6M | Sell |
333,562
-4,386
| -1% | -$212K | 2.16% | 17 |
|
|
2013
Q2 | $15.3M | Buy |
+337,948
| New | +$15M | 2.5% | 15 |
|
Other funds holding IJR
Transamerica Financial Advisors's IJR Position: Q2 2026 in Review
Transamerica Financial Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 12% in Q2 2026, selling an estimated $2.26M and leaving 115,578 shares worth $17.1M. The position accounts for 1.45% of the portfolio, ranked #9.
Transamerica Financial Advisors first reported a position in IJR in Q2 2013 and has held it in 53 quarters since. The position peaked at $25.1M in Q4 2015. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.
- Transamerica Financial Advisors held 115,578 shares of iShares Core S&P Small-Cap ETF worth $17.1M as of Q2 2026.
- Transamerica Financial Advisors sold 16,490 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $2.26M.
- iShares Core S&P Small-Cap ETF made up 1.45% of Transamerica Financial Advisors's portfolio in Q2 2026, its #9 holding.
- Transamerica Financial Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 53 quarters since.
- Transamerica Financial Advisors's iShares Core S&P Small-Cap ETF position peaked at $25.1M in Q4 2015.
- 2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.
Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.