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Campion Asset Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Campion Asset 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
Q1 		$5.94M Buy
47,798
+2,010
+4% +$255K 4.03% 8
2025
Q4 		$5.5M Buy
45,788
+5,885
+15% +$704K 3.82% 8
2025
Q3 		$4.74M Buy
39,903
+897
+2% +$103K 3.37% 8
2025
Q2 		$4.26M Buy
39,006
+1,740
+5% +$180K 3.2% 8
2025
Q1 		$3.9M Buy
37,266
+476
+1% +$53.7K 3.01% 9
2024
Q4 		$4.24M Buy
36,790
+1,555
+4% +$186K 3.2% 9
2024
Q3 		$4.12M Buy
35,235
+2,478
+8% +$280K 3.03% 9
2024
Q2 		$3.49M Buy
32,757
+874
+3% +$93.5K 2.75% 11
2024
Q1 		$3.52M Buy
31,883
+2,059
+7% +$219K 2.72% 10
2023
Q4 		$3.23M Buy
29,824
+2,227
+8% +$215K 2.73% 11
2023
Q3 		$2.6M Buy
27,597
+3,348
+14% +$334K 2.41% 12
2023
Q2 		$2.42M Buy
24,249
+925
+4% +$88.1K 2.16% 12
2023
Q1 		$2.26M Buy
23,324
+1,140
+5% +$114K 2.13% 12
2022
Q4 		$2.1M Sell
22,184
-1,940
-8% -$186K 2.06% 13
2022
Q3 		$2.1M Buy
24,124
+443
+2% +$43K 2.22% 12
2022
Q2 		$2.19M Buy
23,681
+1,778
+8% +$177K 2.16% 12
2022
Q1 		$2.36M Sell
21,903
-15
-0.1% -$1.62K 2.01% 12
2021
Q4 		$2.51M Buy
21,918
+607
+3% +$69.2K 2.08% 13
2021
Q3 		$2.33M Sell
21,311
-3,500
-14% -$385K 2.08% 12
2021
Q2 		$2.8M Sell
24,811
-860
-3% -$95.9K 2.33% 11
2021
Q1 		$2.79M Buy
+25,671
New +$2.69M 2.11% 12

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Campion Asset Management's IJR Position: Q1 2026 in Review

Campion Asset Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 4.4% in Q1 2026, buying an estimated $255K and bringing the position to 47,798 shares worth $5.94M. The position accounts for 4.03% of the portfolio, ranked #8.

Campion Asset Management first reported a position in IJR in Q1 2021 and has held it in 21 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Campion Asset Management held 47,798 shares of iShares Core S&P Small-Cap ETF worth $5.94M as of Q1 2026.
  • Campion Asset Management bought 2,010 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $255K.
  • iShares Core S&P Small-Cap ETF made up 4.03% of Campion Asset Management's portfolio in Q1 2026, its #8 holding.
  • Campion Asset Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2021 and has held it in 21 quarters since.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Campion Asset Management's 13F filing for Q1 2026, filed 14 May 2026.