Corundum Trust Company’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Corundum Trust Company’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	$3.92M	Buy	31,502 +1,420	+5%	+$180K	8.94%	2
2025 Q4	$3.62M	Sell	30,082 -2,016	-6%	-$241K	8.23%	2
2025 Q3	$3.81M	Sell	32,098 -200	-0.6%	-$23K	8.27%	2
2025 Q2	$3.53M	Sell	32,298 -992	-3%	-$103K	9.32%	2
2025 Q1	$3.48M	Buy	33,290 +1,800	+6%	+$203K	10.03%	2
2024 Q4	$3.63M	Sell	31,490 -1,800	-5%	-$215K	10.89%	2
2024 Q3	$3.89M	Hold	33,290	–	–	10.73%	2
2024 Q2	$3.55M	Buy	+33,290	New	+$3.56M	10.33%	2
2023 Q3	$2.97M	Hold	31,490	–	–	8.88%	2
2023 Q2	$3.14M	Buy	+31,490	New	+$3M	8.58%	2

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

Corundum Trust Company's IJR Position: Q1 2026 in Review

Corundum Trust Company increased its iShares Core S&P Small-Cap ETF (IJR) stake by 4.7% in Q1 2026, buying an estimated $180K and bringing the position to 31,502 shares worth $3.92M. The position accounts for 8.94% of the portfolio, ranked #2.

Corundum Trust Company first reported a position in IJR in Q2 2023 and has held it in 10 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Corundum Trust Company held 31,502 shares of iShares Core S&P Small-Cap ETF worth $3.92M as of Q1 2026.
Corundum Trust Company bought 1,420 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $180K.
iShares Core S&P Small-Cap ETF made up 8.94% of Corundum Trust Company's portfolio in Q1 2026, its #2 holding.
Corundum Trust Company first reported a position in iShares Core S&P Small-Cap ETF in Q2 2023 and has held it in 10 quarters since.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Corundum Trust Company's 13F filing for Q1 2026, filed 15 Apr 2026.