Dimension Capital Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Dimension Capital Management’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	$28.2M	Buy	226,915 +42,663	+23%	+$5.42M	3.96%	5
2025 Q4	$22.1M	Buy	184,252 +401	+0.2%	+$48K	3.1%	6
2025 Q3	$21.8M	Sell	183,851 -8,582	-4%	-$987K	3.14%	7
2025 Q2	$21M	Buy	192,433 +59,146	+44%	+$6.11M	3.26%	6
2025 Q1	$13.9M	Buy	133,287 +17,244	+15%	+$1.95M	2.47%	9
2024 Q4	$13.4M	Buy	116,043 +5,350	+5%	+$639K	2.16%	10
2024 Q3	$12.9M	Buy	110,693 +11,552	+12%	+$1.31M	2.41%	9
2024 Q2	$10.6M	Buy	99,141 +11,317	+13%	+$1.21M	2.15%	11
2024 Q1	$9.71M	Buy	87,824 +13,479	+18%	+$1.43M	1.94%	11
2023 Q4	$8.05M	Buy	+74,345	New	+$7.17M	1.67%	15
2019 Q3	–	Sell	-10,000	Closed	-$783K	–	94
2019 Q2	$783K	Buy	+10,000	New	+$776K	0.26%	48

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

Dimension Capital Management's IJR Position: Q1 2026 in Review

Dimension Capital Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 23% in Q1 2026, buying an estimated $5.42M and bringing the position to 226,915 shares worth $28.2M. The position accounts for 3.96% of the portfolio, ranked #5.

Dimension Capital Management first reported a position in IJR in Q2 2019 and has held it in 11 quarters since. 2,737 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Dimension Capital Management held 226,915 shares of iShares Core S&P Small-Cap ETF worth $28.2M as of Q1 2026.
Dimension Capital Management bought 42,663 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $5.42M.
iShares Core S&P Small-Cap ETF made up 3.96% of Dimension Capital Management's portfolio in Q1 2026, its #5 holding.
Dimension Capital Management first reported a position in iShares Core S&P Small-Cap ETF in Q2 2019 and has held it in 11 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Dimension Capital Management's 13F filing for Q1 2026, filed 15 May 2026.