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

Axiom Investment 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 Q2	$6.67K	Hold	45	–	–	﹤0.01%	384
2026 Q1	$5.59K	Buy	+45	New	+$5.72K	﹤0.01%	343
2022 Q4	$92.3K	Sell	975 -812	-45%	-$77.9K	0.24%	65
2022 Q3	$156K	Sell	1,787 -107	-6%	-$10.4K	0.31%	70
2022 Q2	$175K	Hold	1,894	–	–	0.5%	62
2022 Q1	$206K	Sell	1,894 -8	-0.4%	-$863	0.45%	72
2021 Q4	$218K	Sell	1,902 -225	-11%	-$25.6K	0.21%	109
2021 Q3	$230K	Sell	2,127 -691	-25%	-$76.1K	0.23%	100
2021 Q2	$321K	Hold	2,818	–	–	0.25%	94
2021 Q1	$306K	Buy	2,818 +1,254	+80%	+$131K	0.25%	99
2020 Q4	$247	Sell	1,564 -2,046	-57%	-$168K	0.22%	104
2020 Q3	$252K	Hold	3,610	–	–	0.29%	91
2020 Q2	$246K	Sell	3,610 -9	-0.2%	-$568	0.33%	85
2020 Q1	$203K	Sell	3,619 -215	-6%	-$16K	0.36%	83
2019 Q4	$321K	Sell	3,834 -23	-0.6%	-$1.85K	0.46%	69
2019 Q3	$300K	Sell	3,857 -605	-14%	-$46.9K	0.23%	115
2019 Q2	$350K	Sell	4,462 -4	-0.1%	-$311	0.06%	263
2019 Q1	$344K	Buy	4,466 +540	+14%	+$41.5K	0.07%	268
2018 Q4	$272K	Buy	+3,926	New	+$303K	0.06%	283

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

Axiom Investment Management's IJR Position: Q2 2026 in Review

Axiom Investment Management held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 45 shares worth $6.67K. The position accounts for ﹤0.01% of the portfolio, ranked #384.

Axiom Investment Management first reported a position in IJR in Q4 2018 and has held it in 19 quarters since. The position peaked at $350K in Q2 2019. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Axiom Investment Management held 45 shares of iShares Core S&P Small-Cap ETF worth $6.67K as of Q2 2026.
Axiom Investment Management left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up ﹤0.01% of Axiom Investment Management's portfolio in Q2 2026, its #384 holding.
Axiom Investment Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 19 quarters since.
Axiom Investment Management's iShares Core S&P Small-Cap ETF position peaked at $350K in Q2 2019.
2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Axiom Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.