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

Boston Research & 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 		$9.41M Sell
75,727
-291
-0.4% -$37K 2.24% 9
2025
Q4 		$9.13M Sell
76,018
-108
-0.1% -$12.9K 2.11% 10
2025
Q3 		$9.05M Sell
76,126
-58
-0.1% -$6.67K 2% 15
2025
Q2 		$8.33M Buy
76,184
+2,340
+3% +$242K 1.99% 14
2025
Q1 		$7.72M Buy
73,844
+79
+0.1% +$8.91K 1.92% 15
2024
Q4 		$8.5M Sell
73,765
-912
-1% -$109K 2.09% 12
2024
Q3 		$8.73M Buy
74,677
+670
+0.9% +$75.7K 2.05% 10
2024
Q2 		$7.89M Buy
74,007
+1,061
+1% +$114K 2% 11
2024
Q1 		$8.06M Sell
72,946
-431
-0.6% -$45.8K 1.99% 13
2023
Q4 		$7.94M Buy
73,377
+262
+0.4% +$25.3K 2.11% 8
2023
Q3 		$6.9M Buy
73,115
+218
+0.3% +$21.8K 2.04% 12
2023
Q2 		$7.26M Sell
72,897
-380
-0.5% -$36.2K 2.06% 9
2023
Q1 		$7.08M Buy
73,277
+109
+0.1% +$10.9K 2.12% 10
2022
Q4 		$6.92M Buy
73,168
+768
+1% +$73.7K 2.14% 9
2022
Q3 		$6.31M Buy
72,400
+197
+0.3% +$19.1K 2.15% 8
2022
Q2 		$6.67M Buy
72,203
+1,121
+2% +$111K 2.16% 9
2022
Q1 		$7.67M Sell
71,082
-712
-1% -$76.8K 2.23% 8
2021
Q4 		$8.22M Buy
71,794
+1
+0% +$114 2.24% 9
2021
Q3 		$7.84M Buy
71,793
+736
+1% +$81K 2.33% 5
2021
Q2 		$8.03M Buy
71,057
+688
+1% +$76.7K 2.44% 4
2021
Q1 		$7.64M Buy
70,369
+302
+0.4% +$31.6K 2.46% 7
2020
Q4 		$6.44M Buy
70,067
+471
+0.7% +$38.7K 2.24% 9
2020
Q3 		$4.89M Buy
69,596
+844
+1% +$60.5K 1.91% 18
2020
Q2 		$4.7M Sell
68,752
-1,774
-3% -$112K 1.95% 16
2020
Q1 		$3.96M Buy
70,526
+2,298
+3% +$171K 1.99% 19
2019
Q4 		$5.72M Buy
68,228
+1,292
+2% +$104K 2.15% 10
2019
Q3 		$5.21M Buy
66,936
+2,055
+3% +$159K 2.06% 13
2019
Q2 		$5.08M Buy
64,881
+2,826
+5% +$219K 2.05% 13
2019
Q1 		$4.79M Buy
62,055
+1,360
+2% +$104K 1.99% 14
2018
Q4 		$4.21M Buy
60,695
+3,226
+6% +$249K 2% 15
2018
Q3 		$5.01M Buy
57,469
+5
+0% +$438 2.29% 6
2018
Q2 		$4.79M Buy
57,464
+619
+1% +$50.4K 2.36% 6
2018
Q1 		$4.38M Buy
56,845
+860
+2% +$66.9K 2.23% 9
2017
Q4 		$4.3M Buy
55,985
+457
+0.8% +$34.5K 2.16% 9
2017
Q3 		$4.12M Buy
55,528
+3,133
+6% +$220K 2.11% 10
2017
Q2 		$3.67M Buy
52,395
+1,204
+2% +$83.4K 1.99% 15
2017
Q1 		$3.54M Buy
51,191
+2,993
+6% +$206K 1.93% 14
2016
Q4 		$3.31M Sell
48,198
-526
-1% -$33.9K 1.89% 17
2016
Q3 		$3.02M Buy
48,724
+496
+1% +$30.3K 1.75% 23
2016
Q2 		$2.8M Buy
48,228
+2,174
+5% +$124K 1.7% 27
2016
Q1 		$2.59M Buy
46,054
+1,316
+3% +$68.7K 1.61% 29
2015
Q4 		$2.46M Buy
44,738
+3,080
+7% +$174K 1.53% 29
2015
Q3 		$2.22M Buy
41,658
+1,990
+5% +$113K 1.46% 29
2015
Q2 		$2.34M Buy
39,668
+1,040
+3% +$61.5K 1.48% 30
2015
Q1 		$2.28M Buy
38,628
+3,060
+9% +$175K 1.45% 35
2014
Q4 		$2.03M Buy
35,568
+2,978
+9% +$163K 1.27% 41
2014
Q3 		$1.7M Buy
32,590
+1,480
+5% +$80.5K 1.14% 46
2014
Q2 		$1.74M Buy
31,110
+1,390
+5% +$75.2K 1.2% 44
2014
Q1 		$1.64M Hold
29,720
– – 1.2% 44
2013
Q4 		$1.62M Sell
29,720
-300
-1% -$15.7K 1.25% 42
2013
Q3 		$1.5M Sell
30,020
-100
-0.3% -$4.83K 1.26% 43
2013
Q2 		$1.36M Buy
+30,120
New +$1.33M 1.21% 44

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Boston Research & Management's IJR Position: Q1 2026 in Review

Boston Research & Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.38% in Q1 2026, selling an estimated $37K and leaving 75,727 shares worth $9.41M. The position accounts for 2.24% of the portfolio, ranked #9.

Boston Research & Management first reported a position in IJR in Q2 2013 and has held it in 52 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Boston Research & Management held 75,727 shares of iShares Core S&P Small-Cap ETF worth $9.41M as of Q1 2026.
  • Boston Research & Management sold 291 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $37K.
  • iShares Core S&P Small-Cap ETF made up 2.24% of Boston Research & Management's portfolio in Q1 2026, its #9 holding.
  • Boston Research & Management first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 52 quarters since.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Boston Research & Management's 13F filing for Q1 2026, filed 10 Apr 2026.