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

Cannon 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
Q1 		$9.96M Buy
80,160
+12,335
+18% +$1.57M 8.1% 6
2025
Q4 		$8.15M Buy
+67,825
New +$8.11M 7.17% 5

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 $424B AUM 22.96% 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 $609B AUM 40.19% 1-Year Est. Return

Cannon Capital Management's IJR Position: Q1 2026 in Review

Cannon Capital Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 18% in Q1 2026, buying an estimated $1.57M and bringing the position to 80,160 shares worth $9.96M. The position accounts for 8.1% of the portfolio, ranked #6.

Cannon Capital Management first reported a position in IJR in Q4 2025 and has held it in 2 quarters since. 2,742 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Cannon Capital Management held 80,160 shares of iShares Core S&P Small-Cap ETF worth $9.96M as of Q1 2026.
  • Cannon Capital Management bought 12,335 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $1.57M.
  • iShares Core S&P Small-Cap ETF made up 8.1% of Cannon Capital Management's portfolio in Q1 2026, its #6 holding.
  • Cannon Capital Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 2,742 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Cannon Capital Management's 13F filing for Q1 2026, filed 7 May 2026.