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
2026 Q3	$11M	Buy	+81,122	New	+$11.7M	0.16%	39
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 $192B AUM 13.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Cambridge Associates's IJR Position: Q3 2026 in Review

Cambridge Associates opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q3 2026: 81,122 shares worth $11M. The stake represents 0.16% of the portfolio and ranks #39 among its holdings. This is a return to the name: Cambridge Associates previously reported a position in IJR as recently as Q4 2024.

Cambridge Associates first reported a position in IJR in Q2 2022 and has held it in 12 quarters since. 2,562 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

Cambridge Associates held 81,122 shares of iShares Core S&P Small-Cap ETF worth $11M as of Q3 2026.
iShares Core S&P Small-Cap ETF was a new Cambridge Associates position in Q3 2026.
iShares Core S&P Small-Cap ETF made up 0.16% of Cambridge Associates's portfolio in Q3 2026, its #39 holding.
Cambridge Associates first reported a position in iShares Core S&P Small-Cap ETF in Q2 2022 and has held it in 12 quarters since.
2,562 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Cambridge Associates's 13F filing for Q3 2026, filed 13 Nov 2026.