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CIM LLC’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

CIM LLC’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 		$361K Sell
2,437
-225
-8% -$30.9K 0.05% 155
2026
Q1 		$331K Hold
2,662
– – 0.05% 142
2025
Q4 		$320K Buy
2,662
+176
+7% +$21K 0.04% 145
2025
Q3 		$295K Hold
2,486
– – 0.04% 151
2025
Q2 		$272K Sell
2,486
-97
-4% -$10K 0.04% 152
2025
Q1 		$270K Sell
2,583
-490
-16% -$55.3K 0.04% 136
2024
Q4 		$354K Hold
3,073
– – 0.05% 133
2024
Q3 		$359K Buy
3,073
+97
+3% +$11K 0.05% 132
2024
Q2 		$335K Hold
2,976
– – 0.05% 126
2024
Q1 		$329K Hold
2,976
– – 0.05% 125
2023
Q4 		$316K Buy
+2,976
New +$287K 0.05% 122

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

CIM LLC's IJR Position: Q2 2026 in Review

CIM LLC reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 8.5% in Q2 2026, selling an estimated $30.9K and leaving 2,437 shares worth $361K. The position accounts for 0.05% of the portfolio, ranked #155.

CIM LLC first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. 2,848 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • CIM LLC held 2,437 shares of iShares Core S&P Small-Cap ETF worth $361K as of Q2 2026.
  • CIM LLC sold 225 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $30.9K.
  • iShares Core S&P Small-Cap ETF made up 0.05% of CIM LLC's portfolio in Q2 2026, its #155 holding.
  • CIM LLC first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,848 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on CIM LLC's 13F filing for Q2 2026, filed 13 Aug 2026.