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Clare Market Investments’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Clare Market Investments’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 		$674K Sell
4,546
-35
-0.8% -$4.8K 0.12% 95
2026
Q1 		$569K Buy
+4,581
New +$582K 0.12% 107
2025
Q3 		$513K Buy
4,320
+1,031
+31% +$119K 0.1% 102
2025
Q2 		$359K Sell
3,289
-2,297
-41% -$237K 0.08% 111
2025
Q1 		$584K Sell
5,586
-197
-3% -$22.2K 0.15% 81
2024
Q4 		$666K Sell
5,783
-367
-6% -$43.8K 0.16% 80
2024
Q3 		$719K Buy
6,150
+36
+0.6% +$4.07K 0.19% 71
2024
Q2 		$652K Sell
6,114
-2,022
-25% -$216K 0.18% 66
2024
Q1 		$899K Buy
8,136
+434
+6% +$46.1K 0.28% 50
2023
Q4 		$834K Buy
7,702
+722
+10% +$69.6K 0.29% 47
2023
Q3 		$658K Sell
6,980
-1,495
-18% -$149K 0.26% 53
2023
Q2 		$845K Buy
8,475
+4,295
+103% +$409K 0.31% 49
2023
Q1 		$404K Sell
4,180
-3,405
-45% -$340K 0.17% 71
2022
Q4 		$718K Buy
7,585
+407
+6% +$39K 0.34% 44
2022
Q3 		$626K Buy
+7,178
New +$697K 0.27% 54
2022
Q2 		– Sell
-1,881
Closed -$203K – 146
2022
Q1 		$203K Sell
1,881
-77
-4% -$8.31K 0.06% 153
2021
Q4 		$224K Buy
1,958
+61
+3% +$6.95K 0.06% 137
2021
Q3 		$207K Buy
1,897
+14
+0.7% +$1.54K 0.06% 133
2021
Q2 		$213K Buy
1,883
+2
+0.1% +$223 0.07% 135
2021
Q1 		$204K Buy
+1,881
New +$197K 0.08% 121
2019
Q4 		– Sell
-2,834
Closed -$221K – 90
2019
Q3 		$221K Sell
2,834
-1,391
-33% -$108K 0.21% 71
2019
Q2 		$331K Sell
4,225
-237
-5% -$18.4K 0.26% 69
2019
Q1 		$344K Sell
4,462
-190
-4% -$14.6K 0.3% 71
2018
Q4 		$322K Buy
+4,652
New +$360K 0.42% 51

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

Clare Market Investments's IJR Position: Q2 2026 in Review

Clare Market Investments reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.76% in Q2 2026, selling an estimated $4.8K and leaving 4,546 shares worth $674K. The position accounts for 0.12% of the portfolio, ranked #95.

Clare Market Investments first reported a position in IJR in Q4 2018 and has held it in 24 quarters since. The position peaked at $899K in Q1 2024. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Clare Market Investments held 4,546 shares of iShares Core S&P Small-Cap ETF worth $674K as of Q2 2026.
  • Clare Market Investments sold 35 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $4.8K.
  • iShares Core S&P Small-Cap ETF made up 0.12% of Clare Market Investments's portfolio in Q2 2026, its #95 holding.
  • Clare Market Investments first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 24 quarters since.
  • Clare Market Investments's iShares Core S&P Small-Cap ETF position peaked at $899K in Q1 2024.
  • 2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Clare Market Investments's 13F filing for Q2 2026, filed 27 Jul 2026.