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

Blue Edge Capital’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 		$3.2M Buy
21,557
+15,495
+256% +$2.13M 0.38% 53
2026
Q1 		$754K Buy
6,062
+4,037
+199% +$513K 0.1% 86
2025
Q4 		$243K Sell
2,025
-435
-18% -$52K 0.03% 122
2025
Q3 		$292K Buy
2,460
+524
+27% +$60.3K 0.04% 114
2025
Q2 		$212K Sell
1,936
-34
-2% -$3.52K 0.03% 113
2025
Q1 		$206K Buy
1,970
+15
+0.8% +$1.69K 0.03% 108
2024
Q4 		$225K Buy
1,955
+10
+0.5% +$1.2K 0.04% 107
2024
Q3 		$227K Buy
1,945
+17
+0.9% +$1.92K 0.04% 107
2024
Q2 		$206K Buy
+1,928
New +$206K 0.03% 109
2024
Q1 		– Sell
-1,960
Closed -$212K – 112
2023
Q4 		$212K Buy
+1,960
New +$189K 0.04% 101
2023
Q1 		– Sell
-29,621
Closed -$2.8M – 104
2022
Q4 		$2.8M Buy
29,621
+59
+0.2% +$5.66K 0.64% 44
2022
Q3 		$2.58M Sell
29,562
-14,665
-33% -$1.42M 0.64% 43
2022
Q2 		$4.09M Sell
44,227
-353
-0.8% -$35.1K 0.95% 36
2022
Q1 		$4.81M Buy
44,580
+173
+0.4% +$18.7K 0.96% 34
2021
Q4 		$5.09M Sell
44,407
-358
-0.8% -$40.8K 0.98% 32
2021
Q3 		$4.89M Sell
44,765
-103
-0.2% -$11.3K 1.02% 32
2021
Q2 		$5.07M Sell
44,868
-420
-0.9% -$46.8K 1.05% 29
2021
Q1 		$4.92M Buy
45,288
+860
+2% +$90K 1.09% 26
2020
Q4 		$4.08M Buy
+44,428
New +$3.65M 0.99% 33

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

Blue Edge Capital's IJR Position: Q2 2026 in Review

Blue Edge Capital increased its iShares Core S&P Small-Cap ETF (IJR) stake by 256% in Q2 2026, buying an estimated $2.13M and bringing the position to 21,557 shares worth $3.2M. The position accounts for 0.38% of the portfolio, ranked #53.

Blue Edge Capital first reported a position in IJR in Q4 2020 and has held it in 19 quarters since. The position peaked at $5.09M in Q4 2021. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Blue Edge Capital held 21,557 shares of iShares Core S&P Small-Cap ETF worth $3.2M as of Q2 2026.
  • Blue Edge Capital bought 15,495 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $2.13M.
  • iShares Core S&P Small-Cap ETF made up 0.38% of Blue Edge Capital's portfolio in Q2 2026, its #53 holding.
  • Blue Edge Capital first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 19 quarters since.
  • Blue Edge Capital's iShares Core S&P Small-Cap ETF position peaked at $5.09M in Q4 2021.
  • 2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Blue Edge Capital's 13F filing for Q2 2026, filed 17 Aug 2026.