IJR — ISHARES S&P SMALL-CAP FUND

Ownership history in MainStreet Investment Advisors LLC  ·  33 quarters on record

This page tracks every 13F SEC filing in which MainStreet Investment Advisors LLC reported a position in ISHARES S&P SMALL-CAP FUND (IJR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
5.51% (2018 Q2)
Avg. % of fund
4.02%
First filed
2017 Q4
Last filed
2025 Q4
Quarters held
33
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 158,609 -7,130 -4.3% 2.74% $19.1M $120.18
2025 Q3 REDUCED 165,739 -8,146 -4.7% 2.65% $19.7M $118.28
2025 Q2 REDUCED 173,885 -11,163 -6.0% 2.63% $19.0M $108.38
2025 Q1 REDUCED 185,048 -7,277 -3.8% 2.82% $19.4M $103.32
29 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IJR price (monthly, adj. close)

Other funds also holding IJR

As of 2025 Q4 — sorted by position size

LTG Capital LLC 3Y 20.53% PROVIDA PENSION FUND ADMINISTRATOR 3Y 7Y 14.49% Arcataur Capital Management LLC 13.29% Holland Advisory Services, Inc. 3Y 12.94% Fort Henry Capital, LLC 3Y 12.65% Abound Wealth Management 12.51% Shoker Investment Counsel, Inc. 3Y 7Y 11.66% Atlanta Consulting Group Advisors, LLC 11.41% Fi3 FINANCIAL ADVISORS, LLC 3Y 11.1% Paradigm, Strategies in Wealth Management, LLC 3Y 11.03%
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