Anchor Capital Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Anchor Capital Advisors’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	$317K	Sell	2,140 -741	-26%	-$102K	0.01%	220
2026 Q1	$358K	Buy	+2,881	New	+$366K	0.01%	214
2016 Q1	–	Sell	-55,678	Closed	-$3.06M	–	286
2015 Q4	$3.06M	Buy	+55,678	New	+$3.14M	0.08%	134

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

Anchor Capital Advisors's IJR Position: Q2 2026 in Review

Anchor Capital Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 26% in Q2 2026, selling an estimated $102K and leaving 2,140 shares worth $317K. The position accounts for 0.01% of the portfolio, ranked #220.

Anchor Capital Advisors first reported a position in IJR in Q4 2015 and has held it in 3 quarters since. The position peaked at $3.06M in Q4 2015. 2,847 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Anchor Capital Advisors held 2,140 shares of iShares Core S&P Small-Cap ETF worth $317K as of Q2 2026.
Anchor Capital Advisors sold 741 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $102K.
iShares Core S&P Small-Cap ETF made up 0.01% of Anchor Capital Advisors's portfolio in Q2 2026, its #220 holding.
Anchor Capital Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2015 and has held it in 3 quarters since.
Anchor Capital Advisors's iShares Core S&P Small-Cap ETF position peaked at $3.06M in Q4 2015.
2,847 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Anchor Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.