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Bill Nygren’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Bill Nygren’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 		$26.3K Buy
+177
New +$24.3K ﹤0.01% 162
2025
Q1 		– Sell
-70
Closed -$8.06K – 162
2024
Q4 		$8.06K Sell
70
-1,081
-94% -$129K ﹤0.01% 151
2024
Q3 		$135K Buy
+1,151
New +$130K ﹤0.01% 138

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bill Nygren's IJR Position: Q2 2026 in Review

Bill Nygren opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 177 shares worth $26.3K. The stake represents ﹤0.01% of the portfolio and ranks #162 among its holdings. This is a return to the name: Bill Nygren previously reported a position in IJR as recently as Q4 2024.

Bill Nygren first reported a position in IJR in Q3 2024 and has held it in 3 quarters since. The position peaked at $135K in Q3 2024. 2,830 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Bill Nygren held 177 shares of iShares Core S&P Small-Cap ETF worth $26.3K as of Q2 2026.
  • iShares Core S&P Small-Cap ETF was a new Bill Nygren position in Q2 2026.
  • iShares Core S&P Small-Cap ETF made up ﹤0.01% of Bill Nygren's portfolio in Q2 2026, its #162 holding.
  • Bill Nygren first reported a position in iShares Core S&P Small-Cap ETF in Q3 2024 and has held it in 3 quarters since.
  • Bill Nygren's iShares Core S&P Small-Cap ETF position peaked at $135K in Q3 2024.
  • 2,830 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Harris Associates's 13F filing for Q2 2026, filed 14 Aug 2026.