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

Bluefin 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 Q1	–	Sell	-3,433	Closed	-$413K	–	168
2025 Q4	$413K	Buy	+3,433	New	+$411K	0.1%	105
2025 Q3	–	Sell	-4,832	Closed	-$528K	–	123
2025 Q2	$528K	Buy	+4,832	New	+$499K	0.4%	44
2016 Q2	–	Sell	-15,000	Closed	-$844K	–	561
2016 Q1	$844K	Buy	+15,000	New	+$783K	0.08%	135

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 $424B AUM 22.96% 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

Bluefin Capital Management's IJR Position: Q1 2026 in Review

Bluefin Capital Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2026, closing a stake of 3,433 shares — an estimated $413K sold.

Bluefin Capital Management first reported a position in IJR in Q1 2016 and held it in 3 quarters. The position peaked at $844K in Q1 2016. 2,740 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Bluefin Capital Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
Bluefin Capital Management sold 3,433 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $413K.
Bluefin Capital Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2016 and held it in 3 quarters.
Bluefin Capital Management's iShares Core S&P Small-Cap ETF position peaked at $844K in Q1 2016.
2,740 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Bluefin Capital Management's 13F filing for Q1 2026, filed 15 May 2026.