Cliff Asness’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Cliff Asness’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	$32.5M	Buy	218,839 +74,160	+51%	+$10.2M	0.01%	974
2026 Q1	$17.5M	Buy	144,679 +38,963	+37%	+$4.95M	0.01%	1083
2025 Q4	$12.7M	Buy	105,716 +40,012	+61%	+$4.79M	0.01%	1107
2025 Q3	$7.81M	Buy	65,704 +45,615	+227%	+$5.25M	0.01%	1208
2025 Q2	$2.2M	Buy	20,089 +2,125	+12%	+$220K	﹤0.01%	1720
2025 Q1	$1.88M	Buy	17,964 +8,025	+81%	+$906K	﹤0.01%	1648
2024 Q4	$1.15M	Buy	9,939 +7,060	+245%	+$843K	﹤0.01%	1821
2024 Q3	$337K	Sell	2,879 -285	-9%	-$32.2K	﹤0.01%	2343
2024 Q2	$337K	Buy	3,164 +542	+21%	+$58K	﹤0.01%	2218
2024 Q1	$290K	Buy	+2,622	New	+$278K	﹤0.01%	2141

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

Cliff Asness's IJR Position: Q2 2026 in Review

Cliff Asness increased its iShares Core S&P Small-Cap ETF (IJR) stake by 51% in Q2 2026, buying an estimated $10.2M and bringing the position to 218,839 shares worth $32.5M. The position accounts for 0.01% of the portfolio, ranked #974.

Cliff Asness first reported a position in IJR in Q1 2024 and has held it in 10 quarters since. 2,830 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Cliff Asness held 218,839 shares of iShares Core S&P Small-Cap ETF worth $32.5M as of Q2 2026.
Cliff Asness bought 74,160 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $10.2M.
iShares Core S&P Small-Cap ETF made up 0.01% of Cliff Asness's portfolio in Q2 2026, its #974 holding.
Cliff Asness first reported a position in iShares Core S&P Small-Cap ETF in Q1 2024 and has held it in 10 quarters since.
2,830 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.