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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
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 		$292K Buy
27,920
+602
+2% +$67.9K 0.92% 11
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
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

Wilshire Advisors's IJR Position: Q1 2026 in Review

Wilshire Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 5.3% in Q1 2026, selling an estimated $97.4K and leaving 13,765 shares worth $1.71M. The position accounts for 17.17% of the portfolio, ranked #3.

Wilshire Advisors first reported a position in IJR in Q3 2018 and has held it in 31 quarters since. The position peaked at $3.88M in Q4 2020. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Wilshire Advisors held 13,765 shares of iShares Core S&P Small-Cap ETF worth $1.71M as of Q1 2026.
  • Wilshire Advisors sold 767 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $97.4K.
  • iShares Core S&P Small-Cap ETF made up 17.17% of Wilshire Advisors's portfolio in Q1 2026, its #3 holding.
  • Wilshire Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q3 2018 and has held it in 31 quarters since.
  • Wilshire Advisors's iShares Core S&P Small-Cap ETF position peaked at $3.88M in Q4 2020.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Wilshire Advisors's 13F filing for Q1 2026, filed 27 May 2026.