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
2023 Q1	–	Sell	-3,500	Closed	-$331K	–	8015
2022 Q4	$331K	Hold	3,500	–	–	﹤0.01%	5641
2022 Q3	$305K	Hold	3,500	–	–	﹤0.01%	5732
2022 Q2	$323K	Hold	3,500	–	–	﹤0.01%	5744
2022 Q1	$378K	Buy	3,500 +1,000	+40%	+$108K	﹤0.01%	6023
2021 Q4	$286K	Buy	2,500 +1,600	+178%	+$182K	﹤0.01%	6273
2021 Q3	$98K	Sell	900 -2,800	-76%	-$308K	﹤0.01%	6738
2021 Q2	$418K	Sell	3,700 -1,000	-21%	-$112K	﹤0.01%	5564
2021 Q1	$510K	Buy	+4,700	New	+$492K	﹤0.01%	5348

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 $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $609B AUM 40.19% 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. 2,745 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.
2,745 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.