CI
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CX Institutional’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

CX Institutional’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 		$39.3M Buy
264,980
+181,646
+218% +$24.9M 1.13% 19
2026
Q1 		$10.4M Buy
83,334
+14,593
+21% +$1.85M 0.32% 67
2025
Q4 		$8.26M Sell
68,741
-262
-0.4% -$31.3K 0.25% 103
2025
Q3 		$8.2M Buy
69,003
+4,478
+7% +$515K 0.25% 95
2025
Q2 		$7.05M Buy
64,525
+9,115
+16% +$942K 0.25% 88
2025
Q1 		$5.79M Buy
55,410
+4,007
+8% +$452K 0.22% 106
2024
Q4 		$5.92M Buy
51,403
+6,922
+16% +$827K 0.24% 99
2024
Q3 		$5.2M Sell
44,481
-13,651
-23% -$1.54M 0.23% 117
2024
Q2 		$6.2M Buy
58,132
+14,403
+33% +$1.54M 0.29% 85
2024
Q1 		$4.83M Sell
43,729
-1,609
-4% -$171K 0.23% 104
2023
Q4 		$4.91M Buy
45,338
+40,138
+772% +$3.87M 0.26% 102
2023
Q3 		$491K Sell
5,200
-77,142
-94% -$7.71M 0.03% 326
2023
Q2 		$8.21M Sell
82,342
-45,904
-36% -$4.37M 0.43% 65
2023
Q1 		$12.4M Buy
128,246
+116,454
+988% +$11.6M 0.66% 32
2022
Q4 		$1.12M Sell
11,792
-25,691
-69% -$2.46M 0.07% 261
2022
Q3 		$3.27M Sell
37,483
-50,259
-57% -$4.88M 0.23% 107
2022
Q2 		$8.11M Buy
+87,742
New +$8.73M 0.61% 37
2020
Q4 		– Sell
-74
Closed -$5K – 878
2020
Q3 		$5K Buy
74
+63
+573% +$4.51K ﹤0.01% 743
2020
Q2 		$1K Sell
11
-27,539
-100% -$1.74M ﹤0.01% 807
2020
Q1 		$1.55M Buy
27,550
+27,521
+94,900% +$2.05M 0.25% 83
2019
Q4 		$2K Sell
29
-163
-85% -$13.1K ﹤0.01% 665
2019
Q3 		$15K Sell
192
-5,927
-97% -$459K ﹤0.01% 408
2019
Q2 		$479K Buy
6,119
+5,891
+2,584% +$457K 0.08% 164
2019
Q1 		$18K Sell
228
-8,876
-97% -$682K ﹤0.01% 406
2018
Q4 		$631K Buy
9,104
+8,841
+3,362% +$683K 0.13% 120
2018
Q3 		$23K Buy
263
+35
+15% +$3.07K 0.01% 223
2018
Q2 		$19K Buy
+228
New +$18.6K 0.01% 196

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CX Institutional's IJR Position: Q2 2026 in Review

CX Institutional increased its iShares Core S&P Small-Cap ETF (IJR) stake by 218% in Q2 2026, buying an estimated $24.9M and bringing the position to 264,980 shares worth $39.3M. The position accounts for 1.13% of the portfolio, ranked #19.

CX Institutional first reported a position in IJR in Q2 2018 and has held it in 27 quarters since. 2,839 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • CX Institutional held 264,980 shares of iShares Core S&P Small-Cap ETF worth $39.3M as of Q2 2026.
  • CX Institutional bought 181,646 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $24.9M.
  • iShares Core S&P Small-Cap ETF made up 1.13% of CX Institutional's portfolio in Q2 2026, its #19 holding.
  • CX Institutional first reported a position in iShares Core S&P Small-Cap ETF in Q2 2018 and has held it in 27 quarters since.
  • 2,839 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.