Gleason Group 13F: New $181K Stake in IJR
Gleason Group establishes a new holding in the small-cap exchange-traded fund, adding 1,332 shares.
Reviewed by automated data checks against the source filing. How we make and check alerts
Gleason Group opened a new position of 1,332 shares in iShares Core S&P Small-Cap ETF ($IJR), according to a 13F filing with the SEC dated October 15, 2026. It reported 1,332 shares worth $181,180 at the end of the quarter.
Since the filing, $IJR is down 0.9% to date (from the $137.19 close on Oct 15, 2026).
IJR
iShares Core S&P Small-Cap ETF
Key Points
- Gleason Group opened a new stake in iShares Core S&P Small-Cap ETF IJR by acquiring 1,332 shares.
- The newly disclosed position carried an estimated value of $181,180 at the time of the filing.
- Institutional 13F reports look backward at portfolio holdings from the end of the reporting quarter and may not reflect current trades.
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Not investment advice. EarningsIQ is not a registered investment adviser, and this automated iShares Core S&P Small-Cap ETF alert may contain errors. Disclosures
Gleason Group has established a new stake in the iShares Core S&P Small-Cap ETF IJR, according to a Form 13F filing submitted to the Securities and Exchange Commission on October 15, 2026. Institutional investors file these reports quarterly to disclose their portfolio holdings, though the backward-looking nature means the snapshot covers positions held at the close of the period and might not match today's allocations.
What Changed in Gleason Group's iShares Core S&P Small-Cap ETF Position
Gleason Group opened a brand-new position in the small-cap exchange-traded fund during the quarter. The firm picked up 1,332 shares of the fund. Regulatory disclosures peg the total value of this new holding at $181,180. Because this represents an initial stake, there is no prior quarter comparison or percentage change to report.
iShares Core S&P Small-Cap ETF Stock Down 1.2%
Trading around $135.60 recently on October 16, 2026, the exchange-traded fund sits below key moving averages, resting roughly 4.8% under its 50-day moving average of $142.44 and about 0.6% under its 200-day moving average of $136.37. The fund has traded within a 52-week range spanning from a low of $112.00 to a high of $150.69. The portfolio carries a price-to-earnings ratio of roughly 17.15 and offers a dividend yield of 1.26%.
Dividend
The exchange-traded fund distributes a dividend yielding 1.26% based on recent market pricing, providing a steady income component for investors focused on domestic small-cap equities.
About iShares Core S&P Small-Cap ETF
iShares Core S&P Small-Cap ETF is an exchange-traded fund managed to track the performance of the S&P SmallCap 600 index. It gives investors broad exposure to domestic small-capitalization companies across a wide spectrum of industries. Institutional interest in the fund often reflects shifting sentiment toward smaller growth and value stocks within the broader U.S. market.
Bottom Line
This filing highlights Gleason Group entering the small-cap fund space with a modest initial layout. Keep in mind that 13F filings are historical documents showing past positioning. Observers will watch subsequent regulatory reports to see if the firm builds out this allocation further.
Related Filing Alerts
Source: Gleason Group's 13F filing on $IJR (Oct 15, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Gleason Group 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts