Bank of America’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Bank of America’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	$4.2B	Buy	33,815,305 +209,882	+0.6%	+$26.7M	0.31%	65
2025 Q4	$4.04B	Buy	33,605,423 +1,901,134	+6%	+$227M	0.29%	67
2025 Q3	$3.77B	Sell	31,704,289 -266,518	-0.8%	-$30.7M	0.26%	79
2025 Q2	$3.49B	Sell	31,970,807 -1,027,152	-3%	-$106M	0.26%	78
2025 Q1	$3.45B	Buy	32,997,959 +931,451	+3%	+$105M	0.28%	72
2024 Q4	$3.69B	Buy	32,066,508 +1,052,941	+3%	+$126M	0.31%	67
2024 Q3	$3.63B	Buy	31,013,567 +591,263	+2%	+$66.8M	0.29%	71
2024 Q2	$3.24B	Sell	30,422,304 -281,970	-0.9%	-$30.2M	0.29%	69
2024 Q1	$3.39B	Buy	30,704,274 +2,831,693	+10%	+$301M	0.31%	67
2023 Q4	$3.02B	Buy	27,872,581 +595,457	+2%	+$57.4M	0.3%	70
2023 Q3	$2.57B	Sell	27,277,124 -628,243	-2%	-$62.8M	0.28%	75
2023 Q2	$2.78B	Sell	27,905,367 -22,119	-0.1%	-$2.11M	0.29%	73
2023 Q1	$2.7B	Sell	27,927,486 -506,833	-2%	-$50.7M	0.28%	77
2022 Q4	$2.69B	Sell	28,434,319 -533,673	-2%	-$51.2M	0.31%	76
2022 Q3	$2.53B	Sell	28,967,992 -6,421,807	-18%	-$624M	0.3%	72
2022 Q2	$3.27B	Buy	35,389,799 +4,051,663	+13%	+$403M	0.37%	51
2022 Q1	$3.38B	Buy	31,338,136 +1,014,725	+3%	+$110M	0.33%	62
2021 Q4	$3.47B	Buy	30,323,411 +1,681,411	+6%	+$192M	0.34%	58
2021 Q3	$3.13B	Sell	28,642,000 -8,168,184	-22%	-$899M	0.32%	62
2021 Q2	$4.16B	Buy	36,810,184 +1,451,603	+4%	+$162M	0.43%	42
2021 Q1	$3.84B	Buy	35,358,581 +3,532,596	+11%	+$370M	0.43%	43
2020 Q4	$2.92B	Buy	31,825,985 +336,227	+1%	+$27.6M	0.38%	56
2020 Q3	$2.21B	Sell	31,489,758 -596,216	-2%	-$42.7M	0.3%	82
2020 Q2	$2.19B	Sell	32,085,974 -1,004,258	-3%	-$63.4M	0.33%	68
2020 Q1	$1.86B	Sell	33,090,232 -379,553	-1%	-$28.3M	0.33%	71
2019 Q4	$2.81B	Buy	33,469,785 +895,237	+3%	+$72M	0.4%	54
2019 Q3	$2.54B	Buy	32,574,548 +357,193	+1%	+$27.7M	0.38%	58
2019 Q2	$2.52B	Buy	32,217,355 +629,609	+2%	+$48.9M	0.38%	56
2019 Q1	$2.44B	Buy	31,587,746 +1,460,430	+5%	+$112M	0.38%	54
2018 Q4	$2.09B	Buy	30,127,316 +2,053,775	+7%	+$159M	0.37%	58
2018 Q3	$2.45B	Buy	28,073,541 +1,378,601	+5%	+$121M	0.38%	53
2018 Q2	$2.23B	Buy	26,694,940 +2,305,071	+9%	+$188M	0.37%	56
2018 Q1	$1.88B	Buy	24,389,869 +1,809,066	+8%	+$141M	0.32%	70
2017 Q4	$1.73B	Buy	22,580,803 +1,492,642	+7%	+$113M	0.29%	78
2017 Q3	$1.57B	Buy	21,088,161 +1,648,396	+8%	+$116M	0.25%	101
2017 Q2	$1.36B	Buy	19,439,765 +1,186,743	+7%	+$82.2M	0.27%	87
2017 Q1	$1.26B	Buy	18,253,022 +3,083,942	+20%	+$213M	0.25%	99
2016 Q4	$1.04B	Buy	15,169,080 +2,077,178	+16%	+$134M	0.23%	107
2016 Q3	$813M	Buy	13,091,902 +414,260	+3%	+$25.3M	0.18%	140
2016 Q2	$737M	Sell	12,677,642 -87,432	-0.7%	-$4.98M	0.17%	141
2016 Q1	$718M	Sell	12,765,074 -60,828	-0.5%	-$3.18M	0.17%	138
2015 Q4	$706M	Buy	12,825,902 +901,800	+8%	+$50.8M	0.17%	134
2015 Q3	$635M	Buy	11,924,102 +145,536	+1%	+$8.26M	0.16%	142
2015 Q2	$694M	Buy	11,778,566 +571,038	+5%	+$33.8M	0.23%	89
2015 Q1	$661M	Sell	11,207,528 -11,706	-0.1%	-$671K	0.22%	99
2014 Q4	$640M	Buy	11,219,234 +653,328	+6%	+$35.7M	0.23%	81
2014 Q3	$551M	Buy	10,565,906 +132,596	+1%	+$7.22M	0.18%	118
2014 Q2	$585M	Buy	10,433,310 +424,132	+4%	+$22.9M	0.19%	117
2014 Q1	$551M	Sell	10,009,178 -290,660	-3%	-$15.7M	0.2%	107
2013 Q4	$562M	Buy	10,299,838 +539,366	+6%	+$28.2M	0.2%	99
2013 Q3	$487M	Buy	9,760,472 +475,026	+5%	+$22.9M	0.19%	103
2013 Q2	$419M	Buy	+9,285,446	New	+$411M	0.18%	116

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America's IJR Position: Q1 2026 in Review

Bank of America increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.62% in Q1 2026, buying an estimated $26.7M and bringing the position to 33,815,305 shares worth $4.2B. The position accounts for 0.31% of the portfolio, ranked #65.

Bank of America first reported a position in IJR in Q2 2013 and has held it in 52 quarters since. 2,737 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Bank of America held 33,815,305 shares of iShares Core S&P Small-Cap ETF worth $4.2B as of Q1 2026.
Bank of America bought 209,882 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $26.7M.
iShares Core S&P Small-Cap ETF made up 0.31% of Bank of America's portfolio in Q1 2026, its #65 holding.
Bank of America first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 52 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.