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

Vickerman 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 		$4.44M Buy
35,694
+869
+2% +$110K 0.93% 29
2025
Q4 		$4.19M Buy
34,825
+1,534
+5% +$183K 0.84% 30
2025
Q3 		$3.96M Buy
33,291
+469
+1% +$53.9K 0.8% 35
2025
Q2 		$3.59M Buy
32,822
+1,106
+3% +$114K 0.77% 38
2025
Q1 		$3.32M Buy
31,716
+3,616
+13% +$408K 0.75% 36
2024
Q4 		$3.24M Buy
28,100
+384
+1% +$45.9K 0.88% 35
2024
Q3 		$3.24M Buy
27,716
+336
+1% +$38K 0.95% 37
2024
Q2 		$2.92M Sell
27,380
-62
-0.2% -$6.63K 0.94% 38
2024
Q1 		$3.03M Sell
27,442
-609
-2% -$64.7K 0.98% 37
2023
Q4 		$3.04M Sell
28,051
-768
-3% -$74K 1.04% 35
2023
Q3 		$2.72M Sell
28,819
-395
-1% -$39.5K 1.11% 39
2023
Q2 		$2.91M Buy
29,214
+3,156
+12% +$301K 1.14% 34
2023
Q1 		$2.52M Buy
26,058
+14,364
+123% +$1.44M 0.99% 42
2022
Q4 		$1.11M Buy
11,694
+5,003
+75% +$480K 0.5% 48
2022
Q3 		$583K Sell
6,691
-598
-8% -$58.1K 0.28% 57
2022
Q2 		$674K Buy
7,289
+83
+1% +$8.25K 0.32% 59
2022
Q1 		$713K Buy
7,206
+167
+2% +$18K 0.32% 58
2021
Q4 		$806K Buy
7,039
+743
+12% +$84.7K 0.33% 56
2021
Q3 		$687K Buy
+6,296
New +$693K 0.27% 59

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

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

Vickerman Investment Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2.5% in Q1 2026, buying an estimated $110K and bringing the position to 35,694 shares worth $4.44M. The position accounts for 0.93% of the portfolio, ranked #29.

Vickerman Investment Advisors first reported a position in IJR in Q3 2021 and has held it in 19 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Vickerman Investment Advisors held 35,694 shares of iShares Core S&P Small-Cap ETF worth $4.44M as of Q1 2026.
  • Vickerman Investment Advisors bought 869 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $110K.
  • iShares Core S&P Small-Cap ETF made up 0.93% of Vickerman Investment Advisors's portfolio in Q1 2026, its #29 holding.
  • Vickerman Investment Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q3 2021 and has held it in 19 quarters since.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Vickerman Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.