ClearBridge Investments
IJR icon

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

ClearBridge 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 		$936K Hold
6,308
– – ﹤0.01% 635
2026
Q1 		$784K Sell
6,308
-136
-2% -$17.3K ﹤0.01% 637
2025
Q4 		$774K Hold
6,444
– – ﹤0.01% 650
2025
Q3 		$766K Buy
6,444
+27
+0.4% +$3.1K ﹤0.01% 668
2025
Q2 		$701K Buy
6,417
+197
+3% +$20.4K ﹤0.01% 651
2025
Q1 		$650K Buy
6,220
+329
+6% +$37.1K ﹤0.01% 652
2024
Q4 		$679K Hold
5,891
– – ﹤0.01% 657
2024
Q3 		$689K Buy
5,891
+178
+3% +$20.1K ﹤0.01% 662
2024
Q2 		$609K Buy
5,713
+145
+3% +$15.5K ﹤0.01% 693
2024
Q1 		$615K Buy
5,568
+1,023
+23% +$109K ﹤0.01% 686
2023
Q4 		$492K Sell
4,545
-948
-17% -$91.4K ﹤0.01% 697
2023
Q3 		$518K Hold
5,493
– – ﹤0.01% 649
2023
Q2 		$547K Hold
5,493
– – ﹤0.01% 660
2023
Q1 		$531K Sell
5,493
-443
-7% -$44.3K ﹤0.01% 671
2022
Q4 		$562K Buy
5,936
+33
+0.6% +$3.17K ﹤0.01% 695
2022
Q3 		$515K Hold
5,903
– – ﹤0.01% 696
2022
Q2 		$545K Buy
5,903
+94
+2% +$9.35K ﹤0.01% 714
2022
Q1 		$627K Buy
5,809
+2,591
+81% +$280K ﹤0.01% 723
2021
Q4 		$368K Sell
3,218
-1,755
-35% -$200K ﹤0.01% 750
2021
Q3 		$543K Buy
4,973
+292
+6% +$32.2K ﹤0.01% 734
2021
Q2 		$529K Hold
4,681
– – ﹤0.01% 765
2021
Q1 		$508K Buy
4,681
+10
+0.2% +$1.05K ﹤0.01% 752
2020
Q4 		$429K Buy
4,671
+1,355
+41% +$111K ﹤0.01% 747
2020
Q3 		$233K Buy
3,316
+581
+21% +$41.6K ﹤0.01% 760
2020
Q2 		$187K Buy
2,735
+846
+45% +$53.4K ﹤0.01% 717
2020
Q1 		$106K Buy
1,889
+544
+40% +$40.5K ﹤0.01% 732
2019
Q4 		$113K Hold
1,345
– – ﹤0.01% 769
2019
Q3 		$105K Buy
1,345
+711
+112% +$55.1K ﹤0.01% 762
2019
Q2 		$50K Buy
+634
New +$49.2K ﹤0.01% 821

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

ClearBridge Investments's IJR Position: Q2 2026 in Review

ClearBridge Investments held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 6,308 shares worth $936K. The position accounts for ﹤0.01% of the portfolio, ranked #635.

ClearBridge Investments first reported a position in IJR in Q2 2019 and has held it in 29 quarters since. 2,542 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • ClearBridge Investments held 6,308 shares of iShares Core S&P Small-Cap ETF worth $936K as of Q2 2026.
  • ClearBridge Investments left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
  • iShares Core S&P Small-Cap ETF made up ﹤0.01% of ClearBridge Investments's portfolio in Q2 2026, its #635 holding.
  • ClearBridge Investments first reported a position in iShares Core S&P Small-Cap ETF in Q2 2019 and has held it in 29 quarters since.
  • 2,542 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on ClearBridge Investments's 13F filing for Q2 2026, filed 13 Aug 2026.