3EDGE Asset Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

3EDGE Asset Management’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	$555K	Sell	3,742 -3,513	-48%	-$482K	0.02%	80
2026 Q1	$902K	Buy	7,255 +4,273	+143%	+$543K	0.04%	66
2025 Q4	$358K	Buy	+2,982	New	+$357K	0.02%	90
2025 Q3	–	Sell	-3,302	Closed	-$361K	–	102
2025 Q2	$361K	Buy	+3,302	New	+$341K	0.02%	83
2025 Q1	–	Sell	-2,089	Closed	-$241K	–	97
2024 Q4	$241K	Sell	2,089 -2,161	-51%	-$258K	0.01%	85
2024 Q3	$497K	Buy	4,250 +197	+5%	+$22.3K	0.04%	58
2024 Q2	$432K	Sell	4,053 -599	-13%	-$64.1K	0.03%	59
2024 Q1	$514K	Buy	+4,652	New	+$494K	0.04%	53
2022 Q1	–	Sell	-2,039	Closed	-$233K	–	44
2021 Q4	$233K	Sell	2,039 -462	-18%	-$52.7K	0.02%	37
2021 Q3	$273K	Buy	+2,501	New	+$275K	0.02%	41
2021 Q1	–	Sell	-708	Closed	-$65K	–	46
2020 Q4	$65K	Buy	+708	New	+$58.2K	0.01%	42

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

3EDGE Asset Management's IJR Position: Q2 2026 in Review

3EDGE Asset Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 48% in Q2 2026, selling an estimated $482K and leaving 3,742 shares worth $555K. The position accounts for 0.02% of the portfolio, ranked #80.

3EDGE Asset Management first reported a position in IJR in Q4 2020 and has held it in 11 quarters since. The position peaked at $902K in Q1 2026. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

3EDGE Asset Management held 3,742 shares of iShares Core S&P Small-Cap ETF worth $555K as of Q2 2026.
3EDGE Asset Management sold 3,513 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $482K.
iShares Core S&P Small-Cap ETF made up 0.02% of 3EDGE Asset Management's portfolio in Q2 2026, its #80 holding.
3EDGE Asset Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 11 quarters since.
3EDGE Asset Management's iShares Core S&P Small-Cap ETF position peaked at $902K in Q1 2026.
2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on 3EDGE Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.