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

Becker Capital 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	$49.7M	Sell	335,169 -30,504	-8%	-$4.19M	1.34%	22
2026 Q1	$45.5M	Sell	365,673 -59,726	-14%	-$7.59M	1.34%	23
2025 Q4	$51.1M	Sell	425,399 -1,858	-0.4%	-$222K	1.46%	21
2025 Q3	$50.8M	Buy	427,257 +12,672	+3%	+$1.46M	1.48%	18
2025 Q2	$45.3M	Sell	414,585 -154,449	-27%	-$16M	1.41%	19
2025 Q1	$59.5M	Buy	569,034 +240	+0%	+$27.1K	1.96%	7
2024 Q4	$65.5M	Buy	568,794 +23,123	+4%	+$2.76M	2.14%	7
2024 Q3	$63.8M	Buy	545,671 +7,520	+1%	+$850K	2.07%	6
2024 Q2	$57.4M	Sell	538,151 -1,559	-0.3%	-$167K	1.97%	7
2024 Q1	$59.6M	Buy	539,710 +18,186	+3%	+$1.93M	2.05%	6
2023 Q4	$56.5M	Buy	521,524 +50,976	+11%	+$4.91M	2.04%	7
2023 Q3	$44.6M	Buy	470,548 +11,985	+3%	+$1.2M	1.77%	8
2023 Q2	$45.7M	Sell	458,563 -35,552	-7%	-$3.39M	1.73%	7
2023 Q1	$47.8M	Buy	+494,115	New	+$49.4M	1.89%	6

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

Becker Capital Management's IJR Position: Q2 2026 in Review

Becker Capital Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 8.3% in Q2 2026, selling an estimated $4.19M and leaving 335,169 shares worth $49.7M. The position accounts for 1.34% of the portfolio, ranked #22.

Becker Capital Management first reported a position in IJR in Q1 2023 and has held it in 14 quarters since. The position peaked at $65.5M in Q4 2024. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Becker Capital Management held 335,169 shares of iShares Core S&P Small-Cap ETF worth $49.7M as of Q2 2026.
Becker Capital Management sold 30,504 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $4.19M.
iShares Core S&P Small-Cap ETF made up 1.34% of Becker Capital Management's portfolio in Q2 2026, its #22 holding.
Becker Capital Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2023 and has held it in 14 quarters since.
Becker Capital Management's iShares Core S&P Small-Cap ETF position peaked at $65.5M in Q4 2024.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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