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

Boreal 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 		$22.2K Hold
150
– – 0.02% 246
2026
Q1 		$18.6K Hold
150
– – 0.02% 264
2025
Q4 		$18K Hold
150
– – 0.01% 284
2025
Q3 		$17.8K Hold
150
– – 0.01% 285
2025
Q2 		$16.4K Buy
+150
New +$15.5K 0.01% 292

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

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

Boreal Capital Management held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 150 shares worth $22.2K. The position accounts for 0.02% of the portfolio, ranked #246.

Boreal Capital Management first reported a position in IJR in Q2 2025 and has held it in 5 quarters since. 2,833 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Boreal Capital Management held 150 shares of iShares Core S&P Small-Cap ETF worth $22.2K as of Q2 2026.
  • Boreal Capital Management left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
  • iShares Core S&P Small-Cap ETF made up 0.02% of Boreal Capital Management's portfolio in Q2 2026, its #246 holding.
  • Boreal Capital Management first reported a position in iShares Core S&P Small-Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 2,833 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Boreal Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.