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Arrowroot Family Office’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Arrowroot Family Office’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 		$4.57M Sell
36,791
-768
-2% -$97.6K 1.51% 17
2025
Q4 		$4.51M Buy
37,559
+1,775
+5% +$212K 1.64% 19
2025
Q3 		$4.25M Buy
35,784
+1,341
+4% +$154K 1.7% 19
2025
Q2 		$3.76M Buy
+34,443
New +$3.56M 1.69% 16
2024
Q4 		$3.37M Buy
29,261
+1,612
+6% +$193K 1.75% 17
2024
Q3 		$3.23M Buy
27,649
+2,723
+11% +$308K 1.88% 16
2024
Q2 		$2.66M Buy
24,926
+1,514
+6% +$162K 1.7% 16
2024
Q1 		$2.59M Buy
23,412
+1,978
+9% +$210K 1.66% 17
2023
Q4 		$2.32M Buy
21,434
+1,900
+10% +$183K 1.64% 17
2023
Q3 		$1.84M Sell
19,534
-179
-0.9% -$17.9K 1.45% 21
2023
Q2 		$1.96M Sell
19,713
-1,698
-8% -$162K 1.49% 17
2023
Q1 		$2.07M Buy
+21,411
New +$2.14M 1.77% 14

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Arrowroot Family Office's IJR Position: Q1 2026 in Review

Arrowroot Family Office reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 2% in Q1 2026, selling an estimated $97.6K and leaving 36,791 shares worth $4.57M. The position accounts for 1.51% of the portfolio, ranked #17.

Arrowroot Family Office first reported a position in IJR in Q1 2023 and has held it in 12 quarters since. 2,737 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Arrowroot Family Office held 36,791 shares of iShares Core S&P Small-Cap ETF worth $4.57M as of Q1 2026.
  • Arrowroot Family Office sold 768 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $97.6K.
  • iShares Core S&P Small-Cap ETF made up 1.51% of Arrowroot Family Office's portfolio in Q1 2026, its #17 holding.
  • Arrowroot Family Office first reported a position in iShares Core S&P Small-Cap ETF in Q1 2023 and has held it in 12 quarters since.
  • 2,737 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Arrowroot Family Office's 13F filing for Q1 2026, filed 14 May 2026.