Caldwell Sutter Capital’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Caldwell Sutter Capital’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	$11.7K	Sell	79 -4	-5%	-$549	﹤0.01%	586
2026 Q1	$10.3K	Hold	83	–	–	﹤0.01%	554
2025 Q4	$9.97K	Buy	83 +4	+5%	+$478	﹤0.01%	549
2025 Q3	$9.39K	Hold	79	–	–	﹤0.01%	560
2025 Q2	$8.63K	Hold	79	–	–	﹤0.01%	554
2025 Q1	$8.26K	Hold	79	–	–	﹤0.01%	564
2024 Q4	$9.1K	Hold	79	–	–	﹤0.01%	562
2024 Q3	$9.24K	Hold	79	–	–	﹤0.01%	565
2024 Q2	$8.43K	Buy	79 +27	+52%	+$2.89K	﹤0.01%	569
2024 Q1	$5.75K	Hold	52	–	–	﹤0.01%	614
2023 Q4	$5.63K	Hold	52	–	–	﹤0.01%	612
2023 Q3	$4.91K	Hold	52	–	–	﹤0.01%	605
2023 Q2	$5.18K	Buy	52 +21	+68%	+$2K	﹤0.01%	601
2023 Q1	$3K	Buy	+31	New	+$3.1K	﹤0.01%	464

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

Caldwell Sutter Capital's IJR Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 4.8% in Q2 2026, selling an estimated $549 and leaving 79 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #586.

Caldwell Sutter Capital first reported a position in IJR in Q1 2023 and has held it in 14 quarters since. 2,833 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Caldwell Sutter Capital held 79 shares of iShares Core S&P Small-Cap ETF worth $11.7K as of Q2 2026.
Caldwell Sutter Capital sold 4 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $549.
iShares Core S&P Small-Cap ETF made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #586 holding.
Caldwell Sutter Capital first reported a position in iShares Core S&P Small-Cap ETF in Q1 2023 and has held it in 14 quarters since.
2,833 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.