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

Anfield Capital 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 Q1	$154K	Buy	+1,242	New	+$158K	0.04%	149
2020 Q3	–	Sell	-34,439	Closed	-$2.45M	–	82
2020 Q2	$2.45M	Sell	34,439 -54,142	-61%	-$3.42M	0.97%	22
2020 Q1	$4.97M	Buy	88,581 +1,080	+1%	+$80.4K	2.88%	9
2019 Q4	$7.33M	Buy	+87,501	New	+$7.04M	2.96%	8

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Anfield Capital Management's IJR Position: Q1 2026 in Review

Anfield Capital Management opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q1 2026: 1,242 shares worth $154K. The stake represents 0.04% of the portfolio and ranks #149 among its holdings. This is a return to the name: Anfield Capital Management previously reported a position in IJR as recently as Q2 2020.

Anfield Capital Management first reported a position in IJR in Q4 2019 and has held it in 4 quarters since. The position peaked at $7.33M in Q4 2019. 2,754 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Anfield Capital Management held 1,242 shares of iShares Core S&P Small-Cap ETF worth $154K as of Q1 2026.
iShares Core S&P Small-Cap ETF was a new Anfield Capital Management position in Q1 2026.
iShares Core S&P Small-Cap ETF made up 0.04% of Anfield Capital Management's portfolio in Q1 2026, its #149 holding.
Anfield Capital Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 4 quarters since.
Anfield Capital Management's iShares Core S&P Small-Cap ETF position peaked at $7.33M in Q4 2019.
2,754 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Anfield Capital Management's 13F filing for Q1 2026, filed 12 May 2026.