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

Constellation 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 Q1	–	Sell	-200,000	Closed	-$24M	–	20
2025 Q4	$24M	Hold	200,000	–	–	0.74%	15
2025 Q3	$23.8M	Hold	200,000	–	–	1.11%	15
2025 Q2	$21.9M	Sell	200,000 -2,000	-1%	-$207K	1.01%	15
2025 Q1	$21.1M	Buy	202,000 +52,000	+35%	+$5.87M	1%	16
2024 Q4	$17.3M	Buy	+150,000	New	+$17.9M	0.79%	16

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Constellation Investments's IJR Position: Q1 2026 in Review

Constellation Investments sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2026, closing a stake of 200,000 shares — an estimated $24M sold.

Constellation Investments first reported a position in IJR in Q4 2024 and held it in 5 quarters. The position peaked at $24M in Q4 2025. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Constellation Investments reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
Constellation Investments sold 200,000 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $24M.
Constellation Investments first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and held it in 5 quarters.
Constellation Investments's iShares Core S&P Small-Cap ETF position peaked at $24M in Q4 2025.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Constellation Investments's 13F filing for Q1 2026, filed 22 Apr 2026.