Bessemer Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Bessemer Group’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	$118M	Buy	949,856 +62,596	+7%	+$7.95M	0.19%	138
2025 Q4	$107M	Buy	887,260 +68,645	+8%	+$8.21M	0.16%	144
2025 Q3	$97.3M	Sell	818,615 -22,307	-3%	-$2.57M	0.15%	155
2025 Q2	$91.9M	Sell	840,922 -58,229	-6%	-$6.02M	0.15%	156
2025 Q1	$94M	Buy	899,151 +2,908	+0.3%	+$328K	0.17%	143
2024 Q4	$103M	Sell	896,243 -6,319	-0.7%	-$755K	0.17%	140
2024 Q3	$106M	Sell	902,562 -2,445	-0.3%	-$276K	0.17%	140
2024 Q2	$96.5M	Buy	905,007 +47,785	+6%	+$5.11M	0.17%	140
2024 Q1	$94.7M	Buy	857,222 +76,573	+10%	+$8.13M	0.17%	143
2023 Q4	$84.5M	Buy	780,649 +16,633	+2%	+$1.6M	0.16%	163
2023 Q3	$72.1M	Buy	764,016 +44,824	+6%	+$4.48M	0.16%	161
2023 Q2	$71.7M	Buy	719,192 +4,808	+0.7%	+$458K	0.15%	163
2023 Q1	$69.1M	Buy	714,384 +79,835	+13%	+$7.98M	0.16%	158
2022 Q4	$60.1M	Sell	634,549 -31,801	-5%	-$3.05M	0.15%	163
2022 Q3	$58.1M	Buy	666,350 +16,365	+3%	+$1.59M	0.15%	163
2022 Q2	$60.1M	Buy	649,985 +24,490	+4%	+$2.44M	0.15%	161
2022 Q1	$67.5M	Sell	625,495 -478,077	-43%	-$51.6M	0.14%	163
2021 Q4	$126M	Buy	1,103,572 +25,086	+2%	+$2.86M	0.25%	124
2021 Q3	$118M	Buy	1,078,486 +645	+0.1%	+$71K	0.25%	132
2021 Q2	$122M	Buy	1,077,841 +22,247	+2%	+$2.48M	0.26%	124
2021 Q1	$115M	Buy	1,055,594 +25,518	+2%	+$2.67M	0.27%	115
2020 Q4	$94.7M	Sell	1,030,076 -151,385	-13%	-$12.4M	0.25%	118
2020 Q3	$83M	Buy	1,181,461 +40,095	+4%	+$2.87M	0.25%	113
2020 Q2	$77.9M	Buy	1,141,366 +734,393	+180%	+$46.4M	0.25%	106
2020 Q1	$22.8M	Buy	406,973 +24,526	+6%	+$1.83M	0.09%	169
2019 Q4	$32.1M	Buy	382,447 +47,733	+14%	+$3.84M	0.1%	173
2019 Q3	$26.1M	Sell	334,714 -8,177	-2%	-$633K	0.09%	175
2019 Q2	$26.8M	Buy	342,891 +77,770	+29%	+$6.04M	0.09%	184
2019 Q1	$20.5M	Buy	265,121 +31,796	+14%	+$2.44M	0.08%	172
2018 Q4	$16.2M	Sell	233,325 -194,183	-45%	-$15M	0.07%	166
2018 Q3	$37.3M	Sell	427,508 -25,073	-6%	-$2.2M	0.14%	130
2018 Q2	$37.8M	Buy	452,581 +12,003	+3%	+$978K	0.15%	130
2018 Q1	$33.9M	Buy	440,578 +208,461	+90%	+$16.2M	0.13%	139
2017 Q4	$17.8M	Sell	232,117 -230,243	-50%	-$17.4M	0.07%	155
2017 Q3	$34.3M	Sell	462,360 -1,095,172	-70%	-$76.7M	0.14%	137
2017 Q2	$109M	Buy	1,557,532 +1,085,381	+230%	+$75.2M	0.44%	89
2017 Q1	$32.7M	Sell	472,151 -515,201	-52%	-$35.5M	0.14%	135
2016 Q4	$67.9M	Buy	987,352 +914,634	+1,258%	+$59M	0.31%	107
2016 Q3	$4.51M	Buy	72,718 +1,922	+3%	+$117K	0.02%	319
2016 Q2	$4.11M	Sell	70,796 -417,756	-86%	-$23.8M	0.02%	330
2016 Q1	$27.5M	Buy	488,552 +357,330	+272%	+$18.7M	0.16%	136
2015 Q4	$7.22M	Sell	131,222 -1,163,004	-90%	-$65.5M	0.04%	203
2015 Q3	$69M	Sell	1,294,226 -454,540	-26%	-$25.8M	0.39%	90
2015 Q2	$103M	Buy	1,748,766 +18,768	+1%	+$1.11M	0.54%	69
2015 Q1	$102M	Buy	1,729,998 +818,148	+90%	+$46.9M	0.52%	80
2014 Q4	$52M	Buy	911,850 +908,350	+25,953%	+$49.6M	0.28%	118
2014 Q3	$183K	Hold	3,500	–	–	﹤0.01%	698
2014 Q2	$196K	Sell	3,500 -3,651,974	-100%	-$198M	﹤0.01%	679
2014 Q1	$201M	Buy	3,655,474 +962	+0%	+$52K	1.36%	9
2013 Q4	$199M	Sell	3,654,512 -197,918	-5%	-$10.3M	1.43%	6
2013 Q3	$192M	Buy	3,852,430 +3,391,404	+736%	+$164M	1.56%	4
2013 Q2	$20.8M	Buy	+461,026	New	+$20.4M	0.19%	105

Other funds holding IJR

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Bessemer Group's IJR Position: Q1 2026 in Review

Bessemer Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 7.1% in Q1 2026, buying an estimated $7.95M and bringing the position to 949,856 shares worth $118M. The position accounts for 0.19% of the portfolio, ranked #138.

Bessemer Group first reported a position in IJR in Q2 2013 and has held it in 52 quarters since. The position peaked at $201M in Q1 2014. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Bessemer Group held 949,856 shares of iShares Core S&P Small-Cap ETF worth $118M as of Q1 2026.
Bessemer Group bought 62,596 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $7.95M.
iShares Core S&P Small-Cap ETF made up 0.19% of Bessemer Group's portfolio in Q1 2026, its #138 holding.
Bessemer Group first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 52 quarters since.
Bessemer Group's iShares Core S&P Small-Cap ETF position peaked at $201M in Q1 2014.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.