How many shares of IJR does CAPTRUST FINANCIAL ADVISORS own?

As of 2026-Q2, CAPTRUST FINANCIAL ADVISORS holds 901,357 shares of IJR (ISHARES CORE S&P SMALL-CAP ETF ETF).

What is CAPTRUST FINANCIAL ADVISORS's IJR position worth?

As of 2026-Q2, CAPTRUST FINANCIAL ADVISORS's IJR position is worth $133.7M.

Is CAPTRUST FINANCIAL ADVISORS buying or selling IJR?

In 2026-Q2, CAPTRUST FINANCIAL ADVISORS increased their IJR position (+5.3% change in shares).

When did CAPTRUST FINANCIAL ADVISORS first buy IJR?

Based on available 13F filings, CAPTRUST FINANCIAL ADVISORS first reported a position in IJR in 2018-Q4. They have held the position across 31 quarters.

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CAPTRUST FINANCIAL ADVISORS

IJR
31 quarters

Position history for CAPTRUST FINANCIAL ADVISORS's holdings in ISHARES CORE S&P SMALL-CAP ETF ETF

Current Value

$133.7M

Current Shares

901,357

Total Value Change

+$120.6M

Total Shares Change

+712,173

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	901,357	+5.3%	$133.7M	0.2%	$148.31	38
2026-Q1	Decreased	856,289	-0.5%	$106.4M	0.2%	$129.20	0
2025-Q4	Increased	860,161	+2.0%	$103.4M	0.2%	$121.69	36
2025-Q3	Increased	843,456	+0.6%	$100.2M	0.2%	$118.03	36
2025-Q2	Decreased	838,783	-2.6%	$91.7M	0.2%	$108.58	0
2025-Q1	Increased	861,169	+16.8%	$90.1M	0.2%	$102.76	41
2024-Q4	Decreased	737,025	-0.6%	$84.9M	0.2%	$113.25	0
2024-Q3	Increased	741,708	+0.9%	$86.8M	0.3%	$113.75	36
2024-Q2	New	735,375	-	$78.4M	0.3%	$103.63	49
2024-Q1	Exited	0	-100.0%	$0	0.0%	$107.00	0
2023-Q4	Increased	676,952	+8.2%	$73.3M	0.3%	$104.48	38
2023-Q3	Increased	625,410	+2.5%	$59M	0.2%	$90.81	36
2023-Q2	Decreased	610,340	-0.3%	$60.6M	0.2%	$95.38	0
2023-Q1	Increased	612,294	+2.5%	$59M	0.3%	$90.62	36
2022-Q4	Decreased	597,419	-4.4%	$56.3M	0.3%	$90.02	0
2022-Q3	Increased	624,911	+21.4%	$54.3M	0.3%	$83.07	42
2022-Q2	Increased	514,812	+0.1%	$47.3M	0.3%	$87.45	35
2022-Q1	Increased	514,126	+0.1%	$55.5M	0.4%	$102.43	35
2021-Q4	Increased	513,654	+1.3%	$58.8M	0.4%	$107.55	36
2021-Q3	Decreased	506,952	-6.2%	$55.4M	0.5%	$103.52	0
2021-Q2	Increased	540,180	+34.7%	$61M	0.6%	$104.50	54
2021-Q1	Decreased	401,017	-2.8%	$43.5M	0.5%	$100.10	0
2020-Q4	Increased	412,391	+22.9%	$38.2M	0.5%	$84.73	50
2020-Q3	Decreased	335,422	-20.2%	$23.9M	0.4%	$64.49	0
2020-Q2	Decreased	420,447	-76.4%	$28.3M	0.5%	$61.80	0
2020-Q1	Decreased	1.8M	-0.1%	$92.9M	2.0%	$51.40	0
2019-Q4	Increased	1.8M	+455.8%	$149.5M	2.4%	$76.03	84
2019-Q3	Decreased	320,538	-4.5%	$25M	0.9%	$70.40	0
2019-Q2	Increased	335,621	+1.9%	$26.3M	1.0%	$70.59	41
2019-Q1	Increased	329,225	+74.0%	$25.4M	1.0%	$69.34	68
2018-Q4	New	189,184	-	$13.1M	0.7%	$61.72	55

Other major holders of IJR: Steward Partners Investment Advisory, LLC, BNP PARIBAS FINANCIAL MARKETS, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

IJR31 quarters

IJR
31 quarters