Cambridge Associates’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Cambridge Associates’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
2025 Q1	–	Sell	-20,598	Closed	-$2.37M	–	49
2024 Q4	$2.37M	Hold	20,598	–	–	0.08%	42
2024 Q3	$2.41M	Sell	20,598 -35,774	-63%	-$4.04M	0.09%	49
2024 Q2	$6.01M	Hold	56,372	–	–	0.28%	30
2024 Q1	$6.23M	Hold	56,372	–	–	0.33%	27
2023 Q4	$6.1M	Hold	56,372	–	–	0.36%	30
2023 Q3	$5.32M	Hold	56,372	–	–	0.35%	27
2023 Q2	$5.62M	Hold	56,372	–	–	0.42%	26
2023 Q1	$5.45M	Sell	56,372 -33,006	-37%	-$3.3M	0.42%	26
2022 Q4	$8.46M	Buy	89,378 +1,945	+2%	+$187K	0.65%	22
2022 Q3	$7.62M	Buy	87,433 +72,625	+490%	+$7.05M	0.62%	22
2022 Q2	$1.37M	Buy	+14,808	New	+$1.47M	0.11%	37

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cambridge Associates's IJR Position: Q1 2025 in Review

Cambridge Associates sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2025, closing a stake of 20,598 shares — an estimated $2.37M sold.

Cambridge Associates first reported a position in IJR in Q2 2022 and held it in 11 quarters. The position peaked at $8.46M in Q4 2022. 2,528 funds tracked by Wall St. Rank hold IJR as of Q1 2025.

Cambridge Associates reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
Cambridge Associates sold 20,598 iShares Core S&P Small-Cap ETF shares in Q1 2025, an estimated $2.37M.
Cambridge Associates first reported a position in iShares Core S&P Small-Cap ETF in Q2 2022 and held it in 11 quarters.
Cambridge Associates's iShares Core S&P Small-Cap ETF position peaked at $8.46M in Q4 2022.
2,528 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2025.

Based on Cambridge Associates's 13F filing for Q1 2025, filed 15 May 2025.