Corient Private Wealth
IJR icon

Corient Private Wealth’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Corient Private Wealth’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 		$260M Sell
2,110,941
-2,225,028
-51% -$283M 0.37% 52
2025
Q4 		$514M Buy
4,335,969
+2,602,468
+150% +$311M 0.35% 54
2025
Q3 		$150M Buy
1,733,501
+634,950
+58% +$73M 0.24% 88
2025
Q2 		$120M Buy
1,098,551
+34,677
+3% +$3.58M 0.16% 127
2025
Q1 		$111M Buy
1,063,874
+110,857
+12% +$12.5M 0.18% 121
2024
Q4 		$104M Sell
953,017
-118,831
-11% -$14.2M 0.17% 131
2024
Q3 		$125M Buy
1,071,848
+167,290
+18% +$18.9M 0.2% 116
2024
Q2 		$96.4M Sell
904,558
-7,159
-0.8% -$766K 0.17% 135
2024
Q1 		$101M Buy
911,717
+78,395
+9% +$8.32M 0.18% 132
2023
Q4 		$90.2M Buy
833,322
+118,236
+17% +$11.4M 0.17% 139
2023
Q3 		$67.5M Sell
715,086
-44,799
-6% -$4.48M 0.16% 148
2023
Q2 		$75.7M Buy
759,885
+18,088
+2% +$1.72M 0.17% 130
2023
Q1 		$71.7M Buy
741,797
+153,887
+26% +$15.4M 0.19% 125
2022
Q4 		$55.6M Buy
+587,910
New +$56.4M 0.2% 123

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

Corient Private Wealth's IJR Position: Q1 2026 in Review

Corient Private Wealth reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 51% in Q1 2026, selling an estimated $283M and leaving 2,110,941 shares worth $260M. The position accounts for 0.37% of the portfolio, ranked #52.

Corient Private Wealth first reported a position in IJR in Q4 2022 and has held it in 14 quarters since. The position peaked at $514M in Q4 2025. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Corient Private Wealth held 2,110,941 shares of iShares Core S&P Small-Cap ETF worth $260M as of Q1 2026.
  • Corient Private Wealth sold 2,225,028 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $283M.
  • iShares Core S&P Small-Cap ETF made up 0.37% of Corient Private Wealth's portfolio in Q1 2026, its #52 holding.
  • Corient Private Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's iShares Core S&P Small-Cap ETF position peaked at $514M 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 Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.