Callan Family Office’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Callan Family Office’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	$20.2M	Buy	162,669 +19,964	+14%	+$2.54M	0.46%	36
2025 Q4	$17.2M	Buy	142,705 +68,122	+91%	+$8.15M	0.37%	48
2025 Q3	$8.86M	Sell	74,583 -1,721	-2%	-$198K	0.28%	70
2025 Q2	$8.34M	Buy	76,304 +9,399	+14%	+$972K	0.26%	78
2025 Q1	$7M	Buy	66,905 +758	+1%	+$85.5K	0.52%	35
2024 Q4	$7.62M	Buy	66,147 +6,849	+12%	+$818K	0.48%	37
2024 Q3	$6.94M	Buy	59,298 +13,114	+28%	+$1.48M	1.17%	19
2024 Q2	$4.93M	Buy	46,184 +9,796	+27%	+$1.05M	0.95%	24
2024 Q1	$4.02M	Buy	36,388 +2,519	+7%	+$267K	0.94%	24
2023 Q4	$3.67M	Buy	33,869 +2,988	+10%	+$288K	0.91%	27
2023 Q3	$2.91M	Buy	30,881 +4,303	+16%	+$430K	0.78%	27
2023 Q2	$2.65M	Sell	26,578 -288	-1%	-$27.4K	0.7%	27
2023 Q1	$2.6M	Buy	26,866 +6,032	+29%	+$603K	0.63%	28
2022 Q4	$1.97M	Buy	+20,834	New	+$2M	0.64%	26

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

Callan Family Office's IJR Position: Q1 2026 in Review

Callan Family Office increased its iShares Core S&P Small-Cap ETF (IJR) stake by 14% in Q1 2026, buying an estimated $2.54M and bringing the position to 162,669 shares worth $20.2M. The position accounts for 0.46% of the portfolio, ranked #36.

Callan Family Office first reported a position in IJR in Q4 2022 and has held it in 14 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Callan Family Office held 162,669 shares of iShares Core S&P Small-Cap ETF worth $20.2M as of Q1 2026.
Callan Family Office bought 19,964 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $2.54M.
iShares Core S&P Small-Cap ETF made up 0.46% of Callan Family Office's portfolio in Q1 2026, its #36 holding.
Callan Family Office first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 14 quarters since.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.