Caitlin John’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Caitlin John’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	$193K	Buy	1,300 +46	+4%	+$6.31K	0.11%	211
2026 Q1	$156K	Buy	1,254 +10	+0.8%	+$1.27K	0.09%	193
2025 Q4	$149K	Sell	1,244 -11	-0.9%	-$1.32K	0.1%	204
2025 Q3	$149K	Buy	+1,255	New	+$144K	0.1%	154
2025 Q1	–	Sell	-1,158	Closed	-$133K	–	438
2024 Q4	$133K	Sell	1,158 -5	-0.4%	-$597	0.09%	158
2024 Q3	$143K	Buy	1,163 +25	+2%	+$2.82K	0.09%	155
2024 Q2	$121K	Sell	1,138 -189	-14%	-$20.2K	0.09%	152
2024 Q1	$147K	Sell	1,327 -165	-11%	-$17.5K	0.11%	131
2023 Q4	$162K	Buy	+1,492	New	+$144K	0.13%	121

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

Caitlin John's IJR Position: Q2 2026 in Review

Caitlin John increased its iShares Core S&P Small-Cap ETF (IJR) stake by 3.7% in Q2 2026, buying an estimated $6.31K and bringing the position to 1,300 shares worth $193K. The position accounts for 0.11% of the portfolio, ranked #211.

Caitlin John first reported a position in IJR in Q4 2023 and has held it in 9 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Caitlin John held 1,300 shares of iShares Core S&P Small-Cap ETF worth $193K as of Q2 2026.
Caitlin John bought 46 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $6.31K.
iShares Core S&P Small-Cap ETF made up 0.11% of Caitlin John's portfolio in Q2 2026, its #211 holding.
Caitlin John first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 9 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.