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 Q2	$7.26M	Buy	48,930 +1,132	+2%	+$155K	4.43%	8
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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Campion Asset Management's IJR Position: Q2 2026 in Review

Campion Asset Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2.4% in Q2 2026, buying an estimated $155K and bringing the position to 48,930 shares worth $7.26M. The position accounts for 4.43% of the portfolio, ranked #8.

Campion Asset Management first reported a position in IJR in Q1 2021 and has held it in 22 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Campion Asset Management held 48,930 shares of iShares Core S&P Small-Cap ETF worth $7.26M as of Q2 2026.
Campion Asset Management bought 1,132 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $155K.
iShares Core S&P Small-Cap ETF made up 4.43% of Campion Asset Management's portfolio in Q2 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 22 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Campion Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.