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

David Shaw’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 		– Sell
-95,296
Closed -$11.5M – 4770
2025
Q4 		$11.5M Buy
+95,296
New +$11.4M 0.01% 1633
2024
Q3 		– Sell
-268,889
Closed -$28.7M – 4690
2024
Q2 		$28.7M Buy
268,889
+73,577
+38% +$7.87M 0.03% 702
2024
Q1 		$21.6M Buy
+195,312
New +$20.7M 0.02% 887

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

David Shaw's IJR Position: Q1 2026 in Review

David Shaw sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2026, closing a stake of 95,296 shares — an estimated $11.5M sold.

David Shaw first reported a position in IJR in Q1 2024 and held it in 3 quarters. The position peaked at $28.7M in Q2 2024. 2,747 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • David Shaw reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • David Shaw sold 95,296 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $11.5M.
  • David Shaw first reported a position in iShares Core S&P Small-Cap ETF in Q1 2024 and held it in 3 quarters.
  • David Shaw's iShares Core S&P Small-Cap ETF position peaked at $28.7M in Q2 2024.
  • 2,747 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on D.E. Shaw & Co's 13F filing for Q1 2026, filed 15 May 2026.