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
2025 Q2	–	Sell	-1,000	Closed	-$105K	–	8528
2025 Q1	$105K	Buy	+1,000	New	+$113K	﹤0.01%	6474
2024 Q3	–	Sell	-800	Closed	-$85.3K	–	8286
2024 Q2	$85.3K	Buy	+800	New	+$85.6K	﹤0.01%	6318
2020 Q2	–	Sell	-6,500	Closed	-$365K	–	6948
2020 Q1	$365K	Buy	6,500 +5,000	+333%	+$372K	﹤0.01%	4729
2019 Q4	$126K	Buy	+1,500	New	+$121K	﹤0.01%	5888
2019 Q3	–	Sell	-2,000	Closed	-$157K	–	7350
2019 Q2	$157K	Sell	2,000 -20,200	-91%	-$1.57M	﹤0.01%	5767
2019 Q1	$1.71M	Buy	+22,200	New	+$1.7M	﹤0.01%	4111
2016 Q1	–	Sell	-400	Closed	-$22K	–	7140
2015 Q4	$22K	Buy	+400	New	+$22.5K	﹤0.01%	6389

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. 2,743 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.
2,743 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.