Covestor
IJR icon

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

Covestor’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
Q3 		$40K Sell
297
-12
-4% -$1.74K 0.03% 853
2026
Q2 		$46K Sell
309
-6
-2% -$823 0.03% 826
2026
Q1 		$39K Sell
315
-21
-6% -$2.67K 0.03% 838
2025
Q4 		$40K Buy
336
+34
+11% +$4.07K 0.02% 991
2025
Q3 		$36K Buy
302
+37
+14% +$4.26K 0.02% 1048
2025
Q2 		$29K Buy
265
+127
+92% +$13.1K 0.02% 1110
2025
Q1 		$14K Buy
138
+13
+10% +$1.47K 0.01% 1310
2024
Q4 		$15K Sell
125
-38
-23% -$4.54K 0.01% 1323
2024
Q3 		$19K Hold
163
– – 0.01% 1229
2024
Q2 		$17K Buy
163
+43
+36% +$4.6K 0.01% 1256
2024
Q1 		$13K Sell
120
-8
-6% -$849 0.01% 1386
2023
Q4 		$14K Buy
128
+110
+611% +$10.6K 0.01% 1342
2023
Q3 		$2K Sell
18
-1
-5% -$100 ﹤0.01% 1823
2023
Q2 		$2K Sell
19
-3
-14% -$286 ﹤0.01% 1837
2023
Q1 		$2K Sell
22
-1
-4% -$100 ﹤0.01% 1763
2022
Q4 		$2K Buy
+23
New +$2.21K ﹤0.01% 1781

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Covestor's IJR Position: Q3 2026 in Review

Covestor reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 3.9% in Q3 2026, selling an estimated $1.74K and leaving 297 shares worth $40K. The position accounts for 0.03% of the portfolio, ranked #853.

Covestor first reported a position in IJR in Q4 2022 and has held it in 16 quarters since. The position peaked at $46K in Q2 2026. 2,562 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Covestor held 297 shares of iShares Core S&P Small-Cap ETF worth $40K as of Q3 2026.
  • Covestor sold 12 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $1.74K.
  • iShares Core S&P Small-Cap ETF made up 0.03% of Covestor's portfolio in Q3 2026, its #853 holding.
  • Covestor first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 16 quarters since.
  • Covestor's iShares Core S&P Small-Cap ETF position peaked at $46K in Q2 2026.
  • 2,562 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.