ZIG
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Zullo Investment Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Zullo Investment Group’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 		$282K Sell
1,902
-19
-1% -$2.61K 0.1% 132
2026
Q1 		$239K Sell
1,921
-24
-1% -$3.05K 0.09% 134
2025
Q4 		$234K Sell
1,945
-23
-1% -$2.75K 0.09% 139
2025
Q3 		$234K Buy
1,968
+1
+0.1% +$115 0.09% 141
2025
Q2 		$215K Sell
1,967
-75
-4% -$7.75K 0.09% 140
2025
Q1 		$213K Sell
2,042
-56
-3% -$6.32K 0.09% 137
2024
Q4 		$242K Sell
2,098
-74
-3% -$8.84K 0.1% 131
2024
Q3 		$254K Hold
2,172
– – 0.11% 133
2024
Q2 		$232K Sell
2,172
-57
-3% -$6.1K 0.1% 138
2024
Q1 		$246K Buy
2,229
+14
+0.6% +$1.49K 0.12% 135
2023
Q4 		$240K Sell
2,215
-305
-12% -$29.4K 0.12% 129
2023
Q3 		$238K Sell
2,520
-62
-2% -$6.19K 0.14% 120
2023
Q2 		$257K Buy
2,582
+1
+0% +$95 0.15% 117
2023
Q1 		$250K Sell
2,581
-598
-19% -$59.8K 0.16% 116
2022
Q4 		$301K Sell
3,179
-11
-0.3% -$1.05K 0.18% 105
2022
Q3 		$278K Sell
3,190
-50
-2% -$4.86K 0.18% 101
2022
Q2 		$299K Sell
3,240
-388
-11% -$38.6K 0.19% 99
2022
Q1 		$391K Sell
3,628
-4
-0.1% -$432 0.2% 95
2021
Q4 		$416K Buy
+3,632
New +$414K 0.21% 92

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Zullo Investment Group's IJR Position: Q2 2026 in Review

Zullo Investment Group reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.99% in Q2 2026, selling an estimated $2.61K and leaving 1,902 shares worth $282K. The position accounts for 0.1% of the portfolio, ranked #132.

Zullo Investment Group first reported a position in IJR in Q4 2021 and has held it in 19 quarters since. The position peaked at $416K in Q4 2021. 2,851 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Zullo Investment Group held 1,902 shares of iShares Core S&P Small-Cap ETF worth $282K as of Q2 2026.
  • Zullo Investment Group sold 19 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $2.61K.
  • iShares Core S&P Small-Cap ETF made up 0.1% of Zullo Investment Group's portfolio in Q2 2026, its #132 holding.
  • Zullo Investment Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Zullo Investment Group's iShares Core S&P Small-Cap ETF position peaked at $416K in Q4 2021.
  • 2,851 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Zullo Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.