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Columbus Macro’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Columbus Macro’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 		$5.93M Sell
47,682
-25
-0.1% -$3.18K 0.63% 64
2025
Q4 		$5.73M Buy
47,707
+4,889
+11% +$585K 0.63% 70
2025
Q3 		$5.09M Sell
42,818
-2,153
-5% -$248K 0.58% 76
2025
Q2 		$4.91M Buy
44,971
+1,524
+4% +$158K 0.6% 75
2025
Q1 		$4.54M Buy
43,447
+2,334
+6% +$263K 0.6% 75
2024
Q4 		$4.74M Buy
41,113
+34,272
+501% +$4.09M 0.66% 65
2024
Q3 		$800K Sell
6,841
-85
-1% -$9.6K 0.29% 114
2024
Q2 		$739K Buy
6,926
+733
+12% +$78.4K 0.29% 113
2024
Q1 		$684K Sell
6,193
-4
-0.1% -$425 0.26% 124
2023
Q4 		$671K Sell
6,197
-102
-2% -$9.83K 0.26% 121
2023
Q3 		$594K Sell
6,299
-173
-3% -$17.3K 0.25% 117
2023
Q2 		$645K Sell
6,472
-3,029
-32% -$288K 0.26% 109
2023
Q1 		$914K Sell
9,501
-4,616
-33% -$461K 0.34% 88
2022
Q4 		$1.34M Buy
14,117
+9,038
+178% +$867K 0.51% 70
2022
Q3 		$443K Buy
+5,079
New +$493K 0.18% 129

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

Columbus Macro's IJR Position: Q1 2026 in Review

Columbus Macro reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.05% in Q1 2026, selling an estimated $3.18K and leaving 47,682 shares worth $5.93M. The position accounts for 0.63% of the portfolio, ranked #64.

Columbus Macro first reported a position in IJR in Q3 2022 and has held it in 15 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Columbus Macro held 47,682 shares of iShares Core S&P Small-Cap ETF worth $5.93M as of Q1 2026.
  • Columbus Macro sold 25 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $3.18K.
  • iShares Core S&P Small-Cap ETF made up 0.63% of Columbus Macro's portfolio in Q1 2026, its #64 holding.
  • Columbus Macro first reported a position in iShares Core S&P Small-Cap ETF in Q3 2022 and has held it in 15 quarters since.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Columbus Macro's 13F filing for Q1 2026, filed 21 Apr 2026.