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

Clark Capital Management 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
Q1 		$226M Buy
1,818,014
+117,055
+7% +$14.9M 1.39% 12
2025
Q4 		$204M Buy
1,700,959
+438,164
+35% +$52.4M 1.26% 13
2025
Q3 		$150M Buy
1,262,795
+16,098
+1% +$1.85M 0.94% 17
2025
Q2 		$136M Sell
1,246,697
-561,319
-31% -$58M 0.95% 18
2025
Q1 		$189M Buy
1,808,016
+60,628
+3% +$6.84M 1.36% 10
2024
Q4 		$201M Buy
1,747,388
+219,758
+14% +$26.3M 1.41% 9
2024
Q3 		$179M Buy
1,527,630
+65,681
+4% +$7.42M 1.22% 10
2024
Q2 		$156M Buy
1,461,949
+60,670
+4% +$6.49M 1.15% 14
2024
Q1 		$155M Sell
1,401,279
-776,679
-36% -$82.5M 1.15% 11
2023
Q4 		$236M Buy
2,177,958
+826,550
+61% +$79.7M 1.93% 4
2023
Q3 		$127M Buy
1,351,408
+52,677
+4% +$5.26M 1.28% 14
2023
Q2 		$129M Buy
1,298,731
+1,295,086
+35,530% +$123M 1.16% 12
2023
Q1 		$352K Sell
3,645
-1,244,077
-100% -$124M ﹤0.01% 307
2022
Q4 		$118M Buy
1,247,722
+1,245,275
+50,890% +$119M 1.09% 7
2022
Q3 		$213K Buy
2,447
+41
+2% +$3.98K ﹤0.01% 331
2022
Q2 		$222K Sell
2,406
-533,693
-100% -$53.1M ﹤0.01% 315
2022
Q1 		$57.8M Sell
536,099
-278,272
-34% -$30M 0.65% 31
2021
Q4 		$93.3M Buy
814,371
+161,796
+25% +$18.4M 1.14% 13
2021
Q3 		$71.3M Buy
652,575
+108,993
+20% +$12M 0.97% 20
2021
Q2 		$61.4M Sell
543,582
-1,611,792
-75% -$180M 0.86% 22
2021
Q1 		$234M Sell
2,155,374
-554,338
-20% -$58M 3.57% 2
2020
Q4 		$249M Buy
2,709,712
+2,606,476
+2,525% +$214M 4.11% 1
2020
Q3 		$7.25M Buy
+103,236
New +$7.4M 0.14% 157
2020
Q2 		– Sell
-61,647
Closed -$3.46M – 318
2020
Q1 		$3.46M Sell
61,647
-12,641
-17% -$941K 0.09% 139
2019
Q4 		$6.23M Sell
74,288
-3,609
-5% -$290K 0.13% 133
2019
Q3 		$6.06M Buy
77,897
+55,571
+249% +$4.3M 0.14% 132
2019
Q2 		$1.75M Sell
22,326
-2,788
-11% -$216K 0.04% 190
2019
Q1 		$1.94M Sell
25,114
-721
-3% -$55.4K 0.05% 183
2018
Q4 		$1.79M Sell
25,835
-5,393
-17% -$417K 0.05% 180
2018
Q3 		$2.72M Sell
31,228
-19,136
-38% -$1.68M 0.07% 160
2018
Q2 		$4.2M Buy
50,364
+33,996
+208% +$2.77M 0.12% 131
2018
Q1 		$1.26M Sell
16,368
-5,376
-25% -$418K 0.04% 194
2017
Q4 		$1.67M Sell
21,744
-1,717
-7% -$129K 0.05% 172
2017
Q3 		$1.74M Sell
23,461
-20,346
-46% -$1.43M 0.06% 182
2017
Q2 		$3.07M Sell
43,807
-3,746
-8% -$259K 0.12% 136
2017
Q1 		$3.29M Sell
47,553
-38,323
-45% -$2.64M 0.15% 135
2016
Q4 		$5.91M Buy
85,876
+27,730
+48% +$1.79M 0.31% 103
2016
Q3 		$3.61M Sell
58,146
-17,152
-23% -$1.05M 0.21% 135
2016
Q2 		$4.38M Buy
75,298
+55,268
+276% +$3.15M 0.28% 105
2016
Q1 		$1.13M Buy
20,030
+804
+4% +$42K 0.09% 177
2015
Q4 		$1.06M Sell
19,226
-5,646
-23% -$318K 0.09% 165
2015
Q3 		$1.32M Buy
24,872
+2,086
+9% +$118K 0.12% 159
2015
Q2 		$1.34M Buy
22,786
+6,164
+37% +$364K 0.12% 164
2015
Q1 		$981K Buy
+16,622
New +$952K 0.09% 179

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 $374B AUM 17.66% 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 $544B AUM 28.31% 1-Year Est. Return

Clark Capital Management Group's IJR Position: Q1 2026 in Review

Clark Capital Management Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 6.9% in Q1 2026, buying an estimated $14.9M and bringing the position to 1,818,014 shares worth $226M. The position accounts for 1.39% of the portfolio, ranked #12.

Clark Capital Management Group first reported a position in IJR in Q1 2015 and has held it in 44 quarters since. The position peaked at $249M in Q4 2020. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Clark Capital Management Group held 1,818,014 shares of iShares Core S&P Small-Cap ETF worth $226M as of Q1 2026.
  • Clark Capital Management Group bought 117,055 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $14.9M.
  • iShares Core S&P Small-Cap ETF made up 1.39% of Clark Capital Management Group's portfolio in Q1 2026, its #12 holding.
  • Clark Capital Management Group first reported a position in iShares Core S&P Small-Cap ETF in Q1 2015 and has held it in 44 quarters since.
  • Clark Capital Management Group's iShares Core S&P Small-Cap ETF position peaked at $249M in Q4 2020.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Clark Capital Management Group's 13F filing for Q1 2026, filed 15 May 2026.