East Coast Asset Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

East Coast Asset 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 Q2	$227K	Buy	+1,528	New	+$210K	0.07%	61
2021 Q2	–	Sell	-1,958	Closed	-$213K	–	64
2021 Q1	$213K	Buy	+1,958	New	+$205K	0.06%	61
2018 Q4	–	Sell	-2,349	Closed	-$205K	–	70
2018 Q3	$205K	Buy	+2,349	New	+$206K	0.05%	72
2017 Q2	–	Sell	-3,167	Closed	-$219K	–	100
2017 Q1	$219K	Buy	3,167 +1	+0%	+$69	0.06%	93
2016 Q4	$218K	Buy	+3,166	New	+$204K	0.07%	90
2015 Q1	–	Sell	-6,300	Closed	-$359K	–	114
2014 Q4	$359K	Buy	6,300 +2	+0%	+$109	0.2%	91
2014 Q3	$328K	Sell	6,298 -46	-0.7%	-$2.5K	0.19%	94
2014 Q2	$356K	Sell	6,344 -14,036	-69%	-$759K	0.2%	91
2014 Q1	$1.12M	Sell	20,380 -5,600	-22%	-$303K	0.65%	49
2013 Q4	$1.42M	Sell	25,980 -974	-4%	-$50.9K	0.83%	43
2013 Q3	$1.34M	Sell	26,954 -3,396	-11%	-$164K	0.88%	44
2013 Q2	$1.37M	Buy	+30,350	New	+$1.34M	0.74%	46

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

East Coast Asset Management's IJR Position: Q2 2026 in Review

East Coast Asset Management opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 1,528 shares worth $227K. The stake represents 0.07% of the portfolio and ranks #61 among its holdings. This is a return to the name: East Coast Asset Management previously reported a position in IJR as recently as Q1 2021.

East Coast Asset Management first reported a position in IJR in Q2 2013 and has held it in 12 quarters since. The position peaked at $1.42M in Q4 2013. 2,847 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

East Coast Asset Management held 1,528 shares of iShares Core S&P Small-Cap ETF worth $227K as of Q2 2026.
iShares Core S&P Small-Cap ETF was a new East Coast Asset Management position in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.07% of East Coast Asset Management's portfolio in Q2 2026, its #61 holding.
East Coast Asset Management first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 12 quarters since.
East Coast Asset Management's iShares Core S&P Small-Cap ETF position peaked at $1.42M in Q4 2013.
2,847 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on East Coast Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.