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

Elm Partners 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	$2.72M	Buy	22,514 +1,469	+7%	+$187K	0.12%	44
2025 Q4	$2.53M	Buy	21,045 +756	+4%	+$90.4K	0.11%	52
2025 Q3	$2.41M	Buy	20,289 +196	+1%	+$22.5K	0.12%	50
2025 Q2	$2.2M	Sell	20,093 -228	-1%	-$23.6K	0.13%	42
2025 Q1	$2.12M	Buy	20,321 +625	+3%	+$70.5K	0.14%	32
2024 Q4	$2.27M	Sell	19,696 -1,720	-8%	-$205K	0.16%	34
2024 Q3	$2.5M	Buy	21,416 +412	+2%	+$46.5K	0.18%	30
2024 Q2	$2.24M	Buy	21,004 +2,007	+11%	+$215K	0.17%	35
2024 Q1	$2.1M	Buy	18,997 +9	+0%	+$956	0.17%	35
2023 Q4	$2.06M	Sell	18,988 -1,887	-9%	-$182K	0.19%	33
2023 Q3	$1.97M	Sell	20,875 -950	-4%	-$94.9K	0.2%	31
2023 Q2	$2.17M	Buy	21,825 +1,337	+7%	+$127K	0.22%	29
2023 Q1	$1.98M	Sell	20,488 -925	-4%	-$92.5K	0.21%	30
2022 Q4	$2.03M	Sell	21,413 -4,142	-16%	-$397K	0.23%	27
2022 Q3	$2.23M	Buy	25,555 +2,646	+12%	+$257K	0.3%	25
2022 Q2	$2.12M	Sell	22,909 -13,346	-37%	-$1.33M	0.28%	25
2022 Q1	$3.91M	Buy	36,255 +10,255	+39%	+$1.11M	0.49%	22
2021 Q4	$2.98M	Sell	26,000 -1,673	-6%	-$191K	0.37%	23
2021 Q3	$3.02M	Buy	27,673 +1,526	+6%	+$168K	0.4%	24
2021 Q2	$2.95M	Sell	26,147 -661	-2%	-$73.7K	0.39%	23
2021 Q1	$2.91M	Sell	26,808 -749	-3%	-$78.4K	0.41%	25
2020 Q4	$2.53M	Sell	27,557 -2,138	-7%	-$176K	0.38%	30
2020 Q3	$2.08M	Sell	29,695 -3,904	-12%	-$280K	0.35%	32
2020 Q2	$2.29M	Sell	33,599 -2,960	-8%	-$187K	0.41%	31
2020 Q1	$2.05M	Sell	36,559 -4,152	-10%	-$309K	0.45%	30
2019 Q4	$3.17M	Sell	40,711 -7,321	-15%	-$589K	0.69%	27
2019 Q3	$3.74M	Sell	48,032 -5,972	-11%	-$462K	0.85%	26
2019 Q2	$4.23M	Sell	54,004 -9,942	-16%	-$772K	0.95%	28
2019 Q1	$4.93M	Buy	63,946 +19,583	+44%	+$1.5M	1.32%	24
2018 Q4	$3.06M	Buy	+44,363	New	+$3.43M	1.06%	18

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

Elm Partners Management's IJR Position: Q1 2026 in Review

Elm Partners Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 7% in Q1 2026, buying an estimated $187K and bringing the position to 22,514 shares worth $2.72M. The position accounts for 0.12% of the portfolio, ranked #44.

Elm Partners Management first reported a position in IJR in Q4 2018 and has held it in 30 quarters since. The position peaked at $4.93M in Q1 2019. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Elm Partners Management held 22,514 shares of iShares Core S&P Small-Cap ETF worth $2.72M as of Q1 2026.
Elm Partners Management bought 1,469 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $187K.
iShares Core S&P Small-Cap ETF made up 0.12% of Elm Partners Management's portfolio in Q1 2026, its #44 holding.
Elm Partners Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 30 quarters since.
Elm Partners Management's iShares Core S&P Small-Cap ETF position peaked at $4.93M in Q1 2019.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Elm Partners Management's 13F filing for Q1 2026, filed 13 May 2026.