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

Boston Trust Walden’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	$2.28M	Buy	15,390 +7,000	+83%	+$961K	0.02%	260
2026 Q1	$1.04M	Hold	8,390	–	–	0.01%	283
2025 Q4	$1.01M	Buy	8,390 +1,000	+14%	+$120K	0.01%	278
2025 Q3	$878K	Buy	7,390 +1,137	+18%	+$131K	0.01%	289
2025 Q2	$683K	Sell	6,253 -1,520	-20%	-$157K	﹤0.01%	303
2025 Q1	$813K	Sell	7,773 -854	-10%	-$96.4K	0.01%	291
2024 Q4	$994K	Buy	8,627 +5,520	+178%	+$659K	0.01%	282
2024 Q3	$363K	Buy	3,107 +74	+2%	+$8.36K	﹤0.01%	334
2024 Q2	$324K	Hold	3,033	–	–	﹤0.01%	341
2024 Q1	$335K	Hold	3,033	–	–	﹤0.01%	339
2023 Q4	$328K	Hold	3,033	–	–	﹤0.01%	337
2023 Q3	$286K	Hold	3,033	–	–	﹤0.01%	338
2023 Q2	$302K	Hold	3,033	–	–	﹤0.01%	338
2023 Q1	$293K	Hold	3,033	–	–	﹤0.01%	336
2022 Q4	$287K	Hold	3,033	–	–	﹤0.01%	339
2022 Q3	$264K	Hold	3,033	–	–	﹤0.01%	332
2022 Q2	$280K	Hold	3,033	–	–	﹤0.01%	335
2022 Q1	$327K	Hold	3,033	–	–	﹤0.01%	340
2021 Q4	$347K	Buy	+3,033	New	+$346K	﹤0.01%	352
2020 Q1	–	Sell	-2,776	Closed	-$233K	–	364
2019 Q4	$233K	Hold	2,776	–	–	﹤0.01%	369
2019 Q3	$216K	Buy	2,776 +186	+7%	+$14.4K	﹤0.01%	370
2019 Q2	$203K	Buy	+2,590	New	+$201K	﹤0.01%	376
2018 Q4	–	Sell	-2,590	Closed	-$226K	–	380
2018 Q3	$226K	Hold	2,590	–	–	﹤0.01%	369
2018 Q2	$216K	Sell	2,590 -30	-1%	-$2.44K	﹤0.01%	369
2018 Q1	$202K	Hold	2,620	–	–	﹤0.01%	379
2017 Q4	$201K	Buy	+2,620	New	+$198K	﹤0.01%	383

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Trust Walden's IJR Position: Q2 2026 in Review

Boston Trust Walden increased its iShares Core S&P Small-Cap ETF (IJR) stake by 83% in Q2 2026, buying an estimated $961K and bringing the position to 15,390 shares worth $2.28M. The position accounts for 0.02% of the portfolio, ranked #260.

Boston Trust Walden first reported a position in IJR in Q4 2017 and has held it in 26 quarters since. 2,847 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Boston Trust Walden held 15,390 shares of iShares Core S&P Small-Cap ETF worth $2.28M as of Q2 2026.
Boston Trust Walden bought 7,000 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $961K.
iShares Core S&P Small-Cap ETF made up 0.02% of Boston Trust Walden's portfolio in Q2 2026, its #260 holding.
Boston Trust Walden first reported a position in iShares Core S&P Small-Cap ETF in Q4 2017 and has held it in 26 quarters since.
2,847 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Boston Trust Walden's 13F filing for Q2 2026, filed 24 Jul 2026.