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AlTi Global’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

AlTi Global’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 		$1.57M Sell
10,612
-1,168
-10% -$160K 0.03% 203
2026
Q1 		$1.46M Sell
11,780
-621
-5% -$78.9K 0.03% 190
2025
Q4 		$1.49M Buy
12,401
+1,096
+10% +$131K 0.03% 188
2025
Q3 		$1.34M Sell
11,305
-13,347
-54% -$1.54M 0.03% 210
2025
Q2 		$2.69M Sell
24,652
-1,990
-7% -$206K 0.07% 136
2025
Q1 		$2.79M Sell
26,642
-10,464
-28% -$1.18M 0.07% 118
2024
Q4 		$4.28M Buy
37,106
+9,866
+36% +$1.18M 0.1% 100
2024
Q3 		$3.19M Sell
27,240
-776
-3% -$87.7K 0.08% 119
2024
Q2 		$2.99M Buy
28,016
+2,286
+9% +$245K 0.08% 116
2024
Q1 		$2.84M Sell
25,730
-634
-2% -$67.3K 0.08% 119
2023
Q4 		$2.85M Buy
+26,364
New +$2.54M 0.09% 102

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

AlTi Global's IJR Position: Q2 2026 in Review

AlTi Global reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 9.9% in Q2 2026, selling an estimated $160K and leaving 10,612 shares worth $1.57M. The position accounts for 0.03% of the portfolio, ranked #203.

AlTi Global first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.28M in Q4 2024. 2,842 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • AlTi Global held 10,612 shares of iShares Core S&P Small-Cap ETF worth $1.57M as of Q2 2026.
  • AlTi Global sold 1,168 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $160K.
  • iShares Core S&P Small-Cap ETF made up 0.03% of AlTi Global's portfolio in Q2 2026, its #203 holding.
  • AlTi Global first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • AlTi Global's iShares Core S&P Small-Cap ETF position peaked at $4.28M in Q4 2024.
  • 2,842 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.