Clear Harbor Asset Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Clear Harbor Asset Management’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	$1.05M	Buy	7,075 +484	+7%	+$66.4K	0.06%	209
2026 Q1	$819K	Buy	6,591 +1,468	+29%	+$186K	0.06%	233
2025 Q4	$616K	Hold	5,123	–	–	0.04%	275
2025 Q3	$609K	Sell	5,123 -1	-0%	-$115	0.04%	259
2025 Q2	$560K	Buy	5,124 +542	+12%	+$56K	0.04%	257
2025 Q1	$479K	Buy	4,582 +1,280	+39%	+$144K	0.04%	270
2024 Q4	$381K	Buy	3,302 +90	+3%	+$10.8K	0.03%	281
2024 Q3	$376K	Buy	3,212 +44	+1%	+$4.97K	0.03%	266
2024 Q2	$338K	Buy	3,168 +86	+3%	+$9.2K	0.03%	271
2024 Q1	$341K	Hold	3,082	–	–	0.03%	274
2023 Q4	$334K	Hold	3,082	–	–	0.03%	269
2023 Q3	$291K	Hold	3,082	–	–	0.03%	270
2023 Q2	$307K	Hold	3,082	–	–	0.03%	269
2023 Q1	$298K	Buy	3,082 +7	+0.2%	+$700	0.03%	292
2022 Q4	$291K	Buy	+3,075	New	+$295K	0.04%	263
2020 Q4	–	Sell	-115	Closed	-$8.08K	–	504
2020 Q3	$8.08K	Buy	+115	New	+$8.24K	﹤0.01%	618
2020 Q1	–	Sell	-284	Closed	-$23.8K	–	460
2019 Q4	$23.8K	Buy	+284	New	+$22.8K	﹤0.01%	498

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

Clear Harbor Asset Management's IJR Position: Q2 2026 in Review

Clear Harbor Asset Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 7.3% in Q2 2026, buying an estimated $66.4K and bringing the position to 7,075 shares worth $1.05M. The position accounts for 0.06% of the portfolio, ranked #209.

Clear Harbor Asset Management first reported a position in IJR in Q4 2019 and has held it in 17 quarters since. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Clear Harbor Asset Management held 7,075 shares of iShares Core S&P Small-Cap ETF worth $1.05M as of Q2 2026.
Clear Harbor Asset Management bought 484 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $66.4K.
iShares Core S&P Small-Cap ETF made up 0.06% of Clear Harbor Asset Management's portfolio in Q2 2026, its #209 holding.
Clear Harbor Asset Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 17 quarters since.
2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Clear Harbor Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.