Edmond de Rothschild Holding’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Edmond de Rothschild Holding’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	$3.56K	Hold	24	–	–	﹤0.01%	600
2026 Q1	$2.98K	Hold	24	–	–	﹤0.01%	536
2025 Q4	$2.88K	Hold	24	–	–	﹤0.01%	555
2025 Q3	$2.85K	Hold	24	–	–	﹤0.01%	564
2025 Q2	$2.62K	Hold	24	–	–	﹤0.01%	560
2025 Q1	$2.51K	Hold	24	–	–	﹤0.01%	571
2024 Q4	$2.77K	Buy	+24	New	+$2.87K	﹤0.01%	604
2019 Q1	–	Sell	-1,380	Closed	-$96K	–	650
2018 Q4	$96K	Hold	1,380	–	–	﹤0.01%	467
2018 Q3	$120K	Hold	1,380	–	–	﹤0.01%	525
2018 Q2	$115K	Sell	1,380 -215	-13%	-$17.5K	﹤0.01%	539
2018 Q1	$123K	Hold	1,595	–	–	﹤0.01%	538
2017 Q4	$123K	Hold	1,595	–	–	﹤0.01%	555
2017 Q3	$118K	Sell	1,595 -12,610	-89%	-$884K	﹤0.01%	564
2017 Q2	$996K	Buy	14,205 +1,595	+13%	+$110K	0.03%	287
2017 Q1	$872K	Buy	12,610 +5,150	+69%	+$355K	0.02%	301
2016 Q4	$513K	Buy	7,460 +3,680	+97%	+$237K	0.01%	364
2016 Q3	$235K	Hold	3,780	–	–	0.01%	493
2016 Q2	$220K	Hold	3,780	–	–	0.01%	486
2016 Q1	$213K	Hold	3,780	–	–	0.01%	474
2015 Q4	$208K	Hold	3,780	–	–	0.01%	471
2015 Q3	$201K	Hold	3,780	–	–	0.01%	460
2015 Q2	$222K	Buy	+3,780	New	+$224K	﹤0.01%	466

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

Edmond de Rothschild Holding's IJR Position: Q2 2026 in Review

Edmond de Rothschild Holding held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 24 shares worth $3.56K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

Edmond de Rothschild Holding first reported a position in IJR in Q2 2015 and has held it in 22 quarters since. The position peaked at $996K in Q2 2017. 2,833 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Edmond de Rothschild Holding held 24 shares of iShares Core S&P Small-Cap ETF worth $3.56K as of Q2 2026.
Edmond de Rothschild Holding left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up ﹤0.01% of Edmond de Rothschild Holding's portfolio in Q2 2026, its #600 holding.
Edmond de Rothschild Holding first reported a position in iShares Core S&P Small-Cap ETF in Q2 2015 and has held it in 22 quarters since.
Edmond de Rothschild Holding's iShares Core S&P Small-Cap ETF position peaked at $996K in Q2 2017.
2,833 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q2 2026, filed 10 Aug 2026.