Capital Group Private Client Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Capital Group Private Client Services’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	$20M	Buy	135,031 +25,631	+23%	+$3.52M	0.28%	42
2026 Q1	$13.6M	Buy	109,400 +2,181	+2%	+$277K	0.23%	54
2025 Q4	$12.9M	Buy	107,219 +1,305	+1%	+$156K	0.21%	66
2025 Q3	$12.6M	Buy	105,914 +11,742	+12%	+$1.35M	0.21%	70
2025 Q2	$10.3M	Buy	94,172 +5,451	+6%	+$563K	0.09%	144
2025 Q1	$9.28M	Buy	88,721 +60,039	+209%	+$6.77M	0.09%	148
2024 Q4	$3.3M	Buy	28,682 +16,436	+134%	+$1.96M	0.03%	192
2024 Q3	$1.43M	Hold	12,246	–	–	0.01%	218
2024 Q2	$1.31M	Sell	12,246 -480	-4%	-$51.4K	0.01%	219
2024 Q1	$1.41M	Buy	12,726 +68	+0.5%	+$7.22K	0.01%	217
2023 Q4	$1.37M	Buy	12,658 +298	+2%	+$28.7K	0.01%	212
2023 Q3	$1.17M	Sell	12,360 -512	-4%	-$51.1K	0.01%	201
2023 Q2	$1.28M	Buy	12,872 +1,036	+9%	+$98.6K	0.02%	192
2023 Q1	$1.14M	Sell	11,836 -61	-0.5%	-$6.1K	0.01%	196
2022 Q4	$1.13M	Sell	11,897 -8,587	-42%	-$824K	0.01%	192
2022 Q3	$1.79M	Buy	20,484 +13,924	+212%	+$1.35M	0.03%	178
2022 Q2	$606K	Sell	6,560 -880	-12%	-$87.5K	0.01%	202
2022 Q1	$803K	Buy	7,440 +4,440	+148%	+$479K	0.01%	200
2021 Q4	$344K	Sell	3,000 -41	-1%	-$4.67K	﹤0.01%	202
2021 Q3	$332K	Buy	+3,041	New	+$335K	﹤0.01%	197

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

Capital Group Private Client Services's IJR Position: Q2 2026 in Review

Capital Group Private Client Services increased its iShares Core S&P Small-Cap ETF (IJR) stake by 23% in Q2 2026, buying an estimated $3.52M and bringing the position to 135,031 shares worth $20M. The position accounts for 0.28% of the portfolio, ranked #42.

Capital Group Private Client Services first reported a position in IJR in Q3 2021 and has held it in 20 quarters since. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Capital Group Private Client Services held 135,031 shares of iShares Core S&P Small-Cap ETF worth $20M as of Q2 2026.
Capital Group Private Client Services bought 25,631 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $3.52M.
iShares Core S&P Small-Cap ETF made up 0.28% of Capital Group Private Client Services's portfolio in Q2 2026, its #42 holding.
Capital Group Private Client Services first reported a position in iShares Core S&P Small-Cap ETF in Q3 2021 and has held it in 20 quarters since.
2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Capital Group Private Client Services's 13F filing for Q2 2026, filed 12 Aug 2026.