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

Wilshire 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 Q2	$1.22M	Sell	8,259 -5,506	-40%	-$756K	11.85%	4
2026 Q1	$1.71M	Sell	13,765 -767	-5%	-$97.4K	17.17%	3
2025 Q4	$1.75M	Sell	14,532 -898	-6%	-$107K	15.04%	4
2025 Q3	$1.83M	Sell	15,430 -12,690	-45%	-$1.46M	4.75%	5
2025 Q2	$3.07M	Buy	28,120 +200	+0.7%	+$20.7K	27.8%	2
2025 Q1	$2.92M	Buy	27,920 +602	+2%	+$67.9K	1.31%	9
2024 Q4	$3.15M	Buy	27,318 +2,890	+12%	+$345K	1.15%	7
2024 Q3	$2.86M	Sell	24,428 -1,422	-6%	-$161K	1.37%	7
2024 Q2	$2.76M	Buy	25,850 +5,530	+27%	+$592K	1.38%	7
2024 Q1	$2.25M	Buy	20,320 +138	+0.7%	+$14.7K	1.12%	7
2023 Q4	$2.18M	Sell	20,182 -1,679	-8%	-$162K	1.13%	7
2023 Q3	$2.06M	Sell	21,861 -345	-2%	-$34.5K	1.15%	8
2023 Q2	$2.21M	Sell	22,206 -15,914	-42%	-$1.52M	1.17%	7
2023 Q1	$3.69M	Buy	38,120 +14,874	+64%	+$1.49M	1.97%	7
2022 Q4	$2.2M	Sell	23,246 -1,140	-5%	-$109K	1.2%	8
2022 Q3	$2.13M	Sell	24,386 -956	-4%	-$92.9K	1.22%	8
2022 Q2	$2.34M	Buy	25,342 +9	+0%	+$895	1.23%	8
2022 Q1	$2.73M	Sell	25,333 -693	-3%	-$74.8K	1.22%	8
2021 Q4	$2.98M	Sell	26,026 -2,447	-9%	-$279K	1.14%	11
2021 Q3	$3.11M	Buy	28,473 +659	+2%	+$72.6K	8.28%	7
2021 Q2	$3.14M	Sell	27,814 -7,187	-21%	-$802K	8.04%	7
2021 Q1	$3.8M	Sell	35,001 -7,262	-17%	-$760K	3.59%	12
2020 Q4	$3.88M	Buy	42,263 +31,942	+309%	+$2.62M	3.69%	11
2020 Q3	$726K	Sell	10,321 -3,344	-24%	-$240K	0.74%	24
2020 Q2	$933K	Sell	13,665 -2,060	-13%	-$130K	0.98%	24
2020 Q1	$883K	Buy	15,725 +2,775	+21%	+$207K	0.96%	24
2019 Q4	$1.09M	Sell	12,950 -580	-4%	-$46.7K	0.96%	25
2019 Q3	$1.05M	Sell	13,530 -735	-5%	-$56.9K	0.94%	25
2019 Q2	$1.12M	Sell	14,265 -5,875	-29%	-$456K	0.99%	24
2019 Q1	$1.55M	Sell	20,140 -1,480	-7%	-$114K	1.46%	20
2018 Q4	$1.5M	Buy	21,620 +1,870	+9%	+$145K	1.58%	20
2018 Q3	$1.72M	Buy	+19,750	New	+$1.73M	1.63%	20

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wilshire Advisors's IJR Position: Q2 2026 in Review

Wilshire Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 40% in Q2 2026, selling an estimated $756K and leaving 8,259 shares worth $1.22M. The position accounts for 11.85% of the portfolio, ranked #4.

Wilshire Advisors first reported a position in IJR in Q3 2018 and has held it in 32 quarters since. The position peaked at $3.88M in Q4 2020. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Wilshire Advisors held 8,259 shares of iShares Core S&P Small-Cap ETF worth $1.22M as of Q2 2026.
Wilshire Advisors sold 5,506 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $756K.
iShares Core S&P Small-Cap ETF made up 11.85% of Wilshire Advisors's portfolio in Q2 2026, its #4 holding.
Wilshire Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q3 2018 and has held it in 32 quarters since.
Wilshire Advisors's iShares Core S&P Small-Cap ETF position peaked at $3.88M in Q4 2020.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Wilshire Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.