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Caprock Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Caprock Group’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 		$4.31M Buy
29,045
+10,577
+57% +$1.45M 0.08% 200
2026
Q1 		$2.3M Buy
18,468
+1,507
+9% +$191K 0.06% 298
2025
Q4 		$2.04M Sell
16,961
-1,845
-10% -$221K 0.04% 369
2025
Q3 		$2.22M Buy
+18,806
New +$2.16M 0.05% 321
2025
Q1 		$2.07M Buy
19,805
+4,986
+34% +$563K 0.06% 284
2024
Q4 		$1.71M Buy
+14,819
New +$1.77M 0.06% 302
2024
Q3 		– Sell
-17,563
Closed -$1.87M – 939
2024
Q2 		$1.87M Buy
17,563
+10,007
+132% +$1.07M 0.08% 223
2024
Q1 		$835K Hold
7,556
– – 0.05% 284
2023
Q4 		$818K Buy
7,556
+72
+1% +$6.94K 0.05% 272
2023
Q3 		$709K Buy
7,484
+18
+0.2% +$1.8K 0.05% 279
2023
Q2 		$744K Buy
7,466
+166
+2% +$15.8K 0.05% 271
2023
Q1 		$706K Sell
7,300
-77
-1% -$7.7K 0.05% 271
2022
Q4 		$698K Buy
7,377
+2,837
+62% +$272K 0.07% 225
2022
Q3 		$396K Sell
4,540
-103
-2% -$10K 0.04% 336
2022
Q2 		$429K Buy
4,643
+79
+2% +$7.86K 0.04% 297
2022
Q1 		$492K Sell
4,564
-177
-4% -$19.1K 0.05% 294
2021
Q4 		$543K Buy
4,741
+571
+14% +$65.1K 0.04% 266
2021
Q3 		$455K Sell
4,170
-230
-5% -$25.3K 0.04% 277
2021
Q2 		$497K Buy
4,400
+480
+12% +$53.5K 0.05% 261
2021
Q1 		$425K Sell
3,920
-791
-17% -$82.8K 0.05% 264
2020
Q4 		$433K Sell
4,711
-775
-14% -$63.7K 0.05% 254
2020
Q3 		$385K Buy
5,486
+541
+11% +$38.8K 0.05% 252
2020
Q2 		$338K Buy
4,945
+362
+8% +$22.9K 0.05% 267
2020
Q1 		$257K Buy
+4,583
New +$341K 0.05% 264

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Caprock Group's IJR Position: Q2 2026 in Review

Caprock Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 57% in Q2 2026, buying an estimated $1.45M and bringing the position to 29,045 shares worth $4.31M. The position accounts for 0.08% of the portfolio, ranked #200.

Caprock Group first reported a position in IJR in Q1 2020 and has held it in 24 quarters since. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Caprock Group held 29,045 shares of iShares Core S&P Small-Cap ETF worth $4.31M as of Q2 2026.
  • Caprock Group bought 10,577 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $1.45M.
  • iShares Core S&P Small-Cap ETF made up 0.08% of Caprock Group's portfolio in Q2 2026, its #200 holding.
  • Caprock Group first reported a position in iShares Core S&P Small-Cap ETF in Q1 2020 and has held it in 24 quarters since.
  • 2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.