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Acorns Advisers’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Acorns Advisers’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 		$545M Buy
3,675,530
+39,103
+1% +$5.37M 3.55% 6
2026
Q1 		$452M Buy
3,636,427
+26,582
+0.7% +$3.38M 3.36% 6
2025
Q4 		$434M Buy
3,609,845
+139,338
+4% +$16.7M 3.26% 6
2025
Q3 		$412M Buy
3,470,507
+122,669
+4% +$14.1M 3.24% 6
2025
Q2 		$366M Buy
3,347,838
+461,062
+16% +$47.7M 3.14% 6
2025
Q1 		$302M Buy
2,886,776
+146,075
+5% +$16.5M 2.9% 6
2024
Q4 		$316M Buy
2,740,701
+101,388
+4% +$12.1M 3.06% 6
2024
Q3 		$309M Sell
2,639,313
-9,520
-0.4% -$1.08M 3.05% 6
2024
Q2 		$283M Buy
2,648,833
+172,289
+7% +$18.4M 3.02% 6
2024
Q1 		$274M Buy
2,476,544
+75,237
+3% +$7.99M 3.06% 6
2023
Q4 		$260M Buy
2,401,307
+86,833
+4% +$8.37M 3.18% 6
2023
Q3 		$218M Buy
2,314,474
+48,689
+2% +$4.86M 3% 6
2023
Q2 		$226M Buy
2,265,785
+163,930
+8% +$15.6M 3.06% 6
2023
Q1 		$203M Buy
2,101,855
+108,789
+5% +$10.9M 2.95% 6
2022
Q4 		$189M Buy
1,993,066
+74,191
+4% +$7.12M 3.01% 6
2022
Q3 		$167M Buy
1,918,875
+62,880
+3% +$6.11M 3.02% 6
2022
Q2 		$172M Buy
1,855,995
+76,648
+4% +$7.62M 3.05% 6
2022
Q1 		$192M Buy
1,779,347
+56,603
+3% +$6.11M 3.12% 6
2021
Q4 		$197M Buy
1,722,744
+92,051
+6% +$10.5M 3.21% 6
2021
Q3 		$178M Buy
1,630,693
+140,026
+9% +$15.4M 3.27% 6
2021
Q2 		$168M Buy
1,490,667
+108,467
+8% +$12.1M 3.32% 6
2021
Q1 		$150M Buy
1,382,200
+42,156
+3% +$4.41M 3.45% 6
2020
Q4 		$123M Buy
1,340,044
+43,816
+3% +$3.6M 3.33% 6
2020
Q3 		$91M Buy
+1,296,228
New +$92.9M 2.99% 6

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 22.96% 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

Acorns Advisers's IJR Position: Q2 2026 in Review

Acorns Advisers increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.1% in Q2 2026, buying an estimated $5.37M and bringing the position to 3,675,530 shares worth $545M. The position accounts for 3.55% of the portfolio, ranked #6.

Acorns Advisers first reported a position in IJR in Q3 2020 and has held it in 24 quarters since. 2,833 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Acorns Advisers held 3,675,530 shares of iShares Core S&P Small-Cap ETF worth $545M as of Q2 2026.
  • Acorns Advisers bought 39,103 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $5.37M.
  • iShares Core S&P Small-Cap ETF made up 3.55% of Acorns Advisers's portfolio in Q2 2026, its #6 holding.
  • Acorns Advisers first reported a position in iShares Core S&P Small-Cap ETF in Q3 2020 and has held it in 24 quarters since.
  • 2,833 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Acorns Advisers's 13F filing for Q2 2026, filed 14 Aug 2026.