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

Curat Global’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 Q2	$3.69M	Sell	25,727 -18,919	-42%	-$2.6M	3.01%	8
2026 Q1	$5.55M	Buy	44,646 +9,118	+26%	+$1.16M	5.47%	5
2025 Q4	$4.27M	Sell	35,528 -9,318	-21%	-$1.11M	4.74%	3
2025 Q3	$5.33M	Buy	44,846 +1,306	+3%	+$150K	5%	4
2025 Q2	$4.76M	Sell	43,540 -1,590	-4%	-$164K	4.54%	4
2025 Q1	$4.6M	Buy	+45,130	New	+$5.09M	5.61%	1

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Curat Global's IJR Position: Q2 2026 in Review

Curat Global reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 42% in Q2 2026, selling an estimated $2.6M and leaving 25,727 shares worth $3.69M. The position accounts for 3.01% of the portfolio, ranked #8.

Curat Global first reported a position in IJR in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.55M in Q1 2026. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Curat Global held 25,727 shares of iShares Core S&P Small-Cap ETF worth $3.69M as of Q2 2026.
Curat Global sold 18,919 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $2.6M.
iShares Core S&P Small-Cap ETF made up 3.01% of Curat Global's portfolio in Q2 2026, its #8 holding.
Curat Global first reported a position in iShares Core S&P Small-Cap ETF in Q1 2025 and has held it in 6 quarters since.
Curat Global's iShares Core S&P Small-Cap ETF position peaked at $5.55M in Q1 2026.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Curat Global's 13F filing for Q2 2026, filed 22 Jul 2026.