Bank Julius Baer & Co’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Bank Julius Baer & Co’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	$2.11M	Sell	14,335 -478	-3%	-$65.6K	0.01%	332
2026 Q1	$1.84M	Buy	14,813 +13,021	+727%	+$1.65M	0.01%	324
2025 Q4	$215K	Sell	1,792 -14,565	-89%	-$1.74M	﹤0.01%	481
2025 Q3	$1.94M	Buy	+16,357	New	+$1.88M	0.01%	331
2025 Q2	–	Sell	-1,358	Closed	-$142K	–	623
2025 Q1	$142K	Sell	1,358 -32,328	-96%	-$3.65M	﹤0.01%	447
2024 Q4	$4.28M	Buy	+33,686	New	+$4.02M	0.01%	248
2022 Q2	–	Sell	-313	Closed	-$34K	–	614
2022 Q1	$34K	Sell	313 -16,653	-98%	-$1.8M	﹤0.01%	544
2021 Q4	$1.94M	Buy	16,966 +2,761	+19%	+$315K	0.01%	277
2021 Q3	$1.55M	Sell	14,205 -88,884	-86%	-$9.79M	0.01%	278
2021 Q2	$11.6M	Buy	103,089 +16,212	+19%	+$1.81M	0.07%	156
2021 Q1	$9.43M	Sell	86,877 -8,596	-9%	-$900K	0.07%	155
2020 Q4	$8.77M	Buy	+95,473	New	+$7.84M	0.07%	147

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

Bank Julius Baer & Co's IJR Position: Q2 2026 in Review

Bank Julius Baer & Co reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 3.2% in Q2 2026, selling an estimated $65.6K and leaving 14,335 shares worth $2.11M. The position accounts for 0.01% of the portfolio, ranked #332.

Bank Julius Baer & Co first reported a position in IJR in Q4 2020 and has held it in 12 quarters since. The position peaked at $11.6M in Q2 2021. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Bank Julius Baer & Co held 14,335 shares of iShares Core S&P Small-Cap ETF worth $2.11M as of Q2 2026.
Bank Julius Baer & Co sold 478 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $65.6K.
iShares Core S&P Small-Cap ETF made up 0.01% of Bank Julius Baer & Co's portfolio in Q2 2026, its #332 holding.
Bank Julius Baer & Co first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 12 quarters since.
Bank Julius Baer & Co's iShares Core S&P Small-Cap ETF position peaked at $11.6M in Q2 2021.
2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.