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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$884K Buy
5,961
+1
+0% +$137 0.2% 128
2026
Q1
$741K Sell
5,960
-69
-1% -$8.77K 0.2% 140
2025
Q4
$725K Sell
6,029
-406
-6% -$48.6K 0.2% 139
2025
Q3
$765K Buy
6,435
+14
+0.2% +$1.61K 0.21% 154
2025
Q2
$702K Sell
6,421
-201
-3% -$20.8K 0.22% 142
2025
Q1
$692K Sell
6,622
-3,046
-32% -$344K 0.24% 125
2024
Q4
$1.11M Buy
9,668
+2,273
+31% +$272K 0.37% 75
2024
Q3
$865K Buy
7,395
+243
+3% +$27.5K 0.31% 94
2024
Q2
$763K Buy
7,152
+5,062
+242% +$542K 0.29% 93
2024
Q1
$231K Buy
2,090
+17
+0.8% +$1.8K 0.11% 241
2023
Q4
$224K Buy
+2,073
New +$200K 0.18% 165
2023
Q3
Sell
-2,048
Closed -$204K 180
2023
Q2
$204K Buy
+2,048
New +$195K 0.18% 151
2023
Q1
Sell
-2,212
Closed -$201K 170
2022
Q4
$201K Buy
+2,212
New +$212K 0.21% 145
2022
Q2
Sell
-2,112
Closed -$228K 169
2022
Q1
$228K Buy
2,112
+35
+2% +$3.78K 0.22% 132
2021
Q4
$238K Buy
+2,077
New +$237K 0.23% 135

Other funds holding IJR

Empirical Asset Management's IJR Position: Q2 2026 in Review

Empirical Asset Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.02% in Q2 2026, buying an estimated $137 and bringing the position to 5,961 shares worth $884K. The position accounts for 0.2% of the portfolio, ranked #128.

Empirical Asset Management first reported a position in IJR in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.11M in Q4 2024. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Empirical Asset Management held 5,961 shares of iShares Core S&P Small-Cap ETF worth $884K as of Q2 2026.
  • Empirical Asset Management bought 1 iShares Core S&P Small-Cap ETF share in Q2 2026, an estimated $137.
  • iShares Core S&P Small-Cap ETF made up 0.2% of Empirical Asset Management's portfolio in Q2 2026, its #128 holding.
  • Empirical Asset Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 15 quarters since.
  • Empirical Asset Management's iShares Core S&P Small-Cap ETF position peaked at $1.11M in Q4 2024.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.