BTC Capital Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $338K | Sell |
2,281
-1,899
| -45% | -$261K | 0.02% | 192 |
|
|
2026
Q1 | $520K | Buy |
4,180
+829
| +25% | +$105K | 0.04% | 173 |
|
|
2025
Q4 | $403K | Sell |
3,351
-10
| -0.3% | -$1.2K | 0.03% | 184 |
|
|
2025
Q3 | $399K | Sell |
3,361
-59
| -2% | -$6.79K | 0.03% | 180 |
|
|
2025
Q2 | $374K | Sell |
3,420
-860
| -20% | -$88.9K | 0.03% | 178 |
|
|
2025
Q1 | $448K | Sell |
4,280
-286
| -6% | -$32.3K | 0.04% | 167 |
|
|
2024
Q4 | $526K | Sell |
4,566
-59
| -1% | -$7.05K | 0.05% | 158 |
|
|
2024
Q3 | $541K | Sell |
4,625
-138
| -3% | -$15.6K | 0.05% | 166 |
|
|
2024
Q2 | $508K | Buy |
4,763
+138
| +3% | +$14.8K | 0.05% | 159 |
|
|
2024
Q1 | $511K | Buy |
+4,625
| New | +$491K | 0.05% | 166 |
|
|
2023
Q3 | $436K | Hold |
4,625
| – | – | 0.05% | 167 |
|
|
2023
Q2 | $461K | Sell |
4,625
-255
| -5% | -$24.3K | 0.05% | 169 |
|
|
2023
Q1 | $472K | Buy |
4,880
+255
| +6% | +$25.5K | 0.05% | 155 |
|
|
2022
Q4 | $438K | Sell |
4,625
-528
| -10% | -$50.6K | 0.05% | 165 |
|
|
2022
Q3 | $449K | Sell |
5,153
-163
| -3% | -$15.8K | 0.06% | 158 |
|
|
2022
Q2 | $492K | Sell |
5,316
-2,744
| -34% | -$273K | 0.06% | 160 |
|
|
2022
Q1 | $870K | Hold |
8,060
| – | – | 0.09% | 141 |
|
|
2021
Q4 | $923K | Sell |
8,060
-3
| -0% | -$342 | 0.09% | 139 |
|
|
2021
Q3 | $881K | Sell |
8,063
-3,086
| -28% | -$340K | 0.1% | 132 |
|
|
2021
Q2 | $1.26M | Sell |
11,149
-72
| -0.6% | -$8.03K | 0.14% | 106 |
|
|
2021
Q1 | $1.22M | Sell |
11,221
-101
| -0.9% | -$10.6K | 0.14% | 111 |
|
|
2020
Q4 | $1.04M | Buy |
11,322
+3,000
| +36% | +$246K | 0.12% | 120 |
|
|
2020
Q3 | $584K | Sell |
8,322
-352
| -4% | -$25.2K | 0.08% | 131 |
|
|
2020
Q2 | $593K | Sell |
8,674
-5,155
| -37% | -$325K | 0.09% | 122 |
|
|
2020
Q1 | $776K | Buy |
13,829
+6,668
| +93% | +$497K | 0.15% | 108 |
|
|
2019
Q4 | $601K | Buy |
7,161
+32
| +0.4% | +$2.58K | 0.09% | 131 |
|
|
2019
Q3 | $555K | Hold |
7,129
| – | – | 0.09% | 132 |
|
|
2019
Q2 | $557K | Hold |
7,129
| – | – | 0.09% | 132 |
|
|
2019
Q1 | $551K | Sell |
7,129
-630
| -8% | -$48.4K | 0.09% | 132 |
|
|
2018
Q4 | $538K | Hold |
7,759
| – | – | 0.1% | 134 |
|
|
2018
Q3 | $677K | Buy |
+7,759
| New | +$680K | 0.12% | 127 |
|
|
2018
Q2 | – | Sell |
-8,614
| Closed | -$663K | – | 156 |
|
|
2018
Q1 | $663K | Sell |
8,614
-352
| -4% | -$27.4K | 0.11% | 138 |
|
|
2017
Q4 | $688K | Buy |
8,966
+491
| +6% | +$37K | 0.12% | 118 |
|
|
2017
Q3 | $629K | Sell |
8,475
-390
| -4% | -$27.3K | 0.11% | 123 |
|
|
2017
Q2 | $621K | Hold |
8,865
| – | – | 0.11% | 126 |
|
|
2017
Q1 | $613K | Buy |
8,865
+491
| +6% | +$33.9K | 0.11% | 122 |
|
|
2016
Q4 | $577K | Hold |
8,374
| – | – | 0.11% | 122 |
|
|
2016
Q3 | $519K | Sell |
8,374
-928
| -10% | -$56.7K | 0.11% | 113 |
|
|
2016
Q2 | $540K | Hold |
9,302
| – | – | 0.12% | 111 |
|
|
2016
Q1 | $523K | Buy |
9,302
+1,250
| +16% | +$65.2K | 0.12% | 113 |
|
|
2015
Q4 | $443K | Hold |
8,052
| – | – | 0.1% | 124 |
|
|
2015
Q3 | $429K | Hold |
8,052
| – | – | 0.1% | 129 |
|
|
2015
Q2 | $474K | Hold |
8,052
| – | – | 0.11% | 118 |
|
|
2015
Q1 | $475K | Sell |
8,052
-4,198
| -34% | -$241K | 0.11% | 120 |
|
|
2014
Q4 | $698K | Buy |
12,250
+4,798
| +64% | +$262K | 0.17% | 108 |
|
|
2014
Q3 | $389K | Buy |
+7,452
| New | +$406K | 0.1% | 117 |
|
Other funds holding IJR
BTC Capital Management's IJR Position: Q2 2026 in Review
BTC Capital Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 45% in Q2 2026, selling an estimated $261K and leaving 2,281 shares worth $338K. The position accounts for 0.02% of the portfolio, ranked #192.
BTC Capital Management first reported a position in IJR in Q3 2014 and has held it in 46 quarters since. The position peaked at $1.26M in Q2 2021. 2,851 funds tracked by Wall St. Rank hold IJR as of Q2 2026.
- BTC Capital Management held 2,281 shares of iShares Core S&P Small-Cap ETF worth $338K as of Q2 2026.
- BTC Capital Management sold 1,899 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $261K.
- iShares Core S&P Small-Cap ETF made up 0.02% of BTC Capital Management's portfolio in Q2 2026, its #192 holding.
- BTC Capital Management first reported a position in iShares Core S&P Small-Cap ETF in Q3 2014 and has held it in 46 quarters since.
- BTC Capital Management's iShares Core S&P Small-Cap ETF position peaked at $1.26M in Q2 2021.
- 2,851 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.
Based on BTC Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.