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 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 $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 $374B AUM 17.66% 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

Boston Trust Walden's IJR Position: Q1 2026 in Review

Boston Trust Walden held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q1 2026 at 8,390 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #283.

Boston Trust Walden first reported a position in IJR in Q4 2017 and has held it in 25 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Boston Trust Walden held 8,390 shares of iShares Core S&P Small-Cap ETF worth $1.04M as of Q1 2026.
Boston Trust Walden left its iShares Core S&P Small-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Small-Cap ETF made up 0.01% of Boston Trust Walden's portfolio in Q1 2026, its #283 holding.
Boston Trust Walden first reported a position in iShares Core S&P Small-Cap ETF in Q4 2017 and has held it in 25 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 Trust Walden's 13F filing for Q1 2026, filed 24 Apr 2026.