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

Cambridge Capital Management’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 		$26.7M Buy
179,908
+1,247
+0.7% +$171K 10.14% 3
2026
Q1 		$22.2M Buy
178,661
+3,321
+2% +$422K 9.57% 3
2025
Q4 		$21.1M Buy
175,340
+2,448
+1% +$293K 9.46% 3
2025
Q3 		$20.5M Buy
172,892
+6,754
+4% +$777K 9.85% 3
2025
Q2 		$18.2M Buy
166,138
+7,198
+5% +$744K 9.74% 3
2025
Q1 		$16.6M Buy
158,940
+6,991
+5% +$789K 10.51% 3
2024
Q4 		$17.5M Buy
151,949
+3,072
+2% +$367K 11.22% 3
2024
Q3 		$17.4M Buy
148,877
+10,537
+8% +$1.19M 11.46% 3
2024
Q2 		$14.8M Buy
138,340
+3,707
+3% +$397K 10.91% 3
2024
Q1 		$14.9M Buy
134,633
+5,805
+5% +$616K 11.65% 3
2023
Q4 		$13.9M Buy
+128,828
New +$12.4M 11.81% 3

Other funds holding IJR

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Cambridge Capital Management's IJR Position: Q2 2026 in Review

Cambridge Capital Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.7% in Q2 2026, buying an estimated $171K and bringing the position to 179,908 shares worth $26.7M. The position accounts for 10.14% of the portfolio, ranked #3.

Cambridge Capital Management first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. 1,512 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Cambridge Capital Management held 179,908 shares of iShares Core S&P Small-Cap ETF worth $26.7M as of Q2 2026.
  • Cambridge Capital Management bought 1,247 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $171K.
  • iShares Core S&P Small-Cap ETF made up 10.14% of Cambridge Capital Management's portfolio in Q2 2026, its #3 holding.
  • Cambridge Capital Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,512 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Cambridge Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.