Cannell & Spears’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Cannell & Spears’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	$1.11M	Buy	8,930 +10	+0.1%	+$1.27K	0.02%	235
2025 Q4	$1.07M	Hold	8,920	–	–	0.02%	240
2025 Q3	$1.06M	Buy	8,920 +128	+1%	+$14.7K	0.02%	231
2025 Q2	$961K	Buy	8,792 +189	+2%	+$19.5K	0.02%	231
2025 Q1	$900K	Sell	8,603 -219	-2%	-$24.7K	0.02%	231
2024 Q4	$1.02M	Buy	8,822 +164	+2%	+$19.6K	0.02%	233
2024 Q3	$1.01M	Sell	8,658 -105	-1%	-$11.9K	0.02%	238
2024 Q2	$935K	Hold	8,763	–	–	0.02%	225
2024 Q1	$968K	Buy	8,763 +4,974	+131%	+$528K	0.02%	230
2023 Q4	$410K	Hold	3,789	–	–	0.03%	148
2023 Q3	$357K	Hold	3,789	–	–	0.03%	151
2023 Q2	$378K	Buy	3,789 +404	+12%	+$38.5K	0.03%	161
2023 Q1	$327K	Sell	3,385 -108	-3%	-$10.8K	0.03%	175
2022 Q4	$331K	Hold	3,493	–	–	0.03%	167
2022 Q3	$305K	Hold	3,493	–	–	0.03%	157
2022 Q2	$323K	Buy	3,493 +65	+2%	+$6.46K	0.03%	164
2022 Q1	$370K	Hold	3,428	–	–	0.03%	164
2021 Q4	$393K	Hold	3,428	–	–	0.03%	162
2021 Q3	$374K	Hold	3,428	–	–	0.03%	168
2021 Q2	$387K	Hold	3,428	–	–	0.03%	169
2021 Q1	$372K	Hold	3,428	–	–	0.03%	162
2020 Q4	$315K	Hold	3,428	–	–	0.03%	179
2020 Q3	$241K	Hold	3,428	–	–	0.02%	191
2020 Q2	$234K	Buy	+3,428	New	+$216K	0.02%	190
2020 Q1	–	Sell	-3,316	Closed	-$278K	–	233
2019 Q4	$278K	Hold	3,316	–	–	0.03%	155
2019 Q3	$258K	Sell	3,316 -416	-11%	-$32.2K	0.03%	150
2019 Q2	$292K	Buy	3,732 +186	+5%	+$14.4K	0.03%	139
2019 Q1	$274K	Hold	3,546	–	–	0.04%	139
2018 Q4	$246K	Buy	3,546 +446	+14%	+$34.5K	0.04%	141
2018 Q3	$270K	Hold	3,100	–	–	0.03%	146
2018 Q2	$259K	Hold	3,100	–	–	0.03%	143
2018 Q1	$239K	Buy	3,100 +250	+9%	+$19.5K	0.03%	153
2017 Q4	$219K	Sell	2,850 -1,238	-30%	-$93.3K	0.03%	162
2017 Q3	$303K	Hold	4,088	–	–	0.04%	120
2017 Q2	$287K	Hold	4,088	–	–	0.04%	115
2017 Q1	$283K	Hold	4,088	–	–	0.04%	106
2016 Q4	$281K	Hold	4,088	–	–	0.04%	106
2016 Q3	$254K	Hold	4,088	–	–	0.03%	108
2016 Q2	$238K	Hold	4,088	–	–	0.03%	111
2016 Q1	$230K	Hold	4,088	–	–	0.03%	113
2015 Q4	$225K	Hold	4,088	–	–	0.03%	116
2015 Q3	$218K	Hold	4,088	–	–	0.02%	126
2015 Q2	$241K	Sell	4,088 -70	-2%	-$4.14K	0.03%	126
2015 Q1	$245K	Hold	4,158	–	–	0.03%	122
2014 Q4	$237K	Hold	4,158	–	–	0.03%	125
2014 Q3	$217K	Hold	4,158	–	–	0.03%	131
2014 Q2	$233K	Hold	4,158	–	–	0.03%	132
2014 Q1	$229K	Hold	4,158	–	–	0.03%	112
2013 Q4	$227K	Hold	4,158	–	–	0.03%	116
2013 Q3	$207K	Buy	+4,158	New	+$201K	0.03%	118

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Cannell & Spears's IJR Position: Q1 2026 in Review

Cannell & Spears increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.11% in Q1 2026, buying an estimated $1.27K and bringing the position to 8,930 shares worth $1.11M. The position accounts for 0.02% of the portfolio, ranked #235.

Cannell & Spears first reported a position in IJR in Q3 2013 and has held it in 50 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Cannell & Spears held 8,930 shares of iShares Core S&P Small-Cap ETF worth $1.11M as of Q1 2026.
Cannell & Spears bought 10 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $1.27K.
iShares Core S&P Small-Cap ETF made up 0.02% of Cannell & Spears's portfolio in Q1 2026, its #235 holding.
Cannell & Spears first reported a position in iShares Core S&P Small-Cap ETF in Q3 2013 and has held it in 50 quarters since.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Cannell & Spears's 13F filing for Q1 2026, filed 14 May 2026.