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

Aristotle Capital Boston’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 		$9.92M Buy
66,854
+6,302
+10% +$865K 0.67% 73
2026
Q1 		$7.54M Sell
60,552
-11,076
-15% -$1.41M 0.47% 89
2025
Q4 		$8.61M Buy
71,628
+4,298
+6% +$514K 0.47% 83
2025
Q3 		$8M Sell
67,330
-231
-0.3% -$26.6K 0.41% 89
2025
Q2 		$7.38M Buy
67,561
+22,306
+49% +$2.31M 0.38% 87
2025
Q1 		$4.73M Buy
45,255
+9,384
+26% +$1.06M 0.24% 101
2024
Q4 		$4.13M Sell
35,871
-18,765
-34% -$2.24M 0.15% 113
2024
Q3 		$6.39M Sell
54,636
-5,560
-9% -$628K 0.21% 105
2024
Q2 		$6.42M Sell
60,196
-39,158
-39% -$4.19M 0.22% 111
2024
Q1 		$11M Buy
99,354
+41,606
+72% +$4.42M 0.33% 101
2023
Q4 		$6.25M Sell
57,748
-2,199
-4% -$212K 0.19% 120
2023
Q3 		$5.65M Sell
59,947
-559
-0.9% -$55.8K 0.18% 122
2023
Q2 		$6.03M Buy
60,506
+2,535
+4% +$241K 0.18% 121
2023
Q1 		$5.61M Buy
57,971
+1,184
+2% +$118K 0.17% 127
2022
Q4 		$5.37M Sell
56,787
-1,642
-3% -$157K 0.17% 125
2022
Q3 		$5.09M Sell
58,429
-11,089
-16% -$1.08M 0.17% 128
2022
Q2 		$6.42M Buy
69,518
+2,086
+3% +$207K 0.19% 127
2022
Q1 		$7.28M Sell
67,432
-1,188
-2% -$128K 0.18% 128
2021
Q4 		$7.86M Sell
68,620
-3,071
-4% -$350K 0.18% 127
2021
Q3 		$7.83M Sell
71,691
-496
-0.7% -$54.6K 0.18% 130
2021
Q2 		$8.16M Sell
72,187
-2,803
-4% -$313K 0.19% 131
2021
Q1 		$8.14M Sell
74,990
-12,755
-15% -$1.34M 0.18% 129
2020
Q4 		$8.06M Buy
87,745
+2,525
+3% +$207K 0.19% 123
2020
Q3 		$5.99M Sell
85,220
-62,761
-42% -$4.5M 0.17% 126
2020
Q2 		$10.1M Buy
147,981
+147,262
+20,482% +$9.3M 0.31% 105
2020
Q1 		$40K Sell
719
-2,783
-79% -$207K ﹤0.01% 126
2019
Q4 		$294K Buy
3,502
+2,301
+192% +$185K 0.01% 124
2019
Q3 		$93K Sell
1,201
-162
-12% -$12.5K ﹤0.01% 128
2019
Q2 		$107K Buy
1,363
+842
+162% +$65.4K ﹤0.01% 125
2019
Q1 		$40K Buy
+521
New +$40K ﹤0.01% 123

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

Aristotle Capital Boston's IJR Position: Q2 2026 in Review

Aristotle Capital Boston increased its iShares Core S&P Small-Cap ETF (IJR) stake by 10% in Q2 2026, buying an estimated $865K and bringing the position to 66,854 shares worth $9.92M. The position accounts for 0.67% of the portfolio, ranked #73.

Aristotle Capital Boston first reported a position in IJR in Q1 2019 and has held it in 30 quarters since. The position peaked at $11M in Q1 2024. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Aristotle Capital Boston held 66,854 shares of iShares Core S&P Small-Cap ETF worth $9.92M as of Q2 2026.
  • Aristotle Capital Boston bought 6,302 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $865K.
  • iShares Core S&P Small-Cap ETF made up 0.67% of Aristotle Capital Boston's portfolio in Q2 2026, its #73 holding.
  • Aristotle Capital Boston first reported a position in iShares Core S&P Small-Cap ETF in Q1 2019 and has held it in 30 quarters since.
  • Aristotle Capital Boston's iShares Core S&P Small-Cap ETF position peaked at $11M in Q1 2024.
  • 2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Aristotle Capital Boston's 13F filing for Q2 2026, filed 14 Aug 2026.