ETF Store’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

ETF Store’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	$1.33M	Buy	8,997 +2,019	+29%	+$277K	1.12%	24
2026 Q1	$867K	Buy	6,978 +992	+17%	+$126K	0.84%	26
2025 Q4	$719K	Sell	5,986 -329	-5%	-$39.3K	0.73%	28
2025 Q3	$750K	Buy	6,315 +446	+8%	+$51.3K	0.8%	27
2025 Q2	$641K	Sell	5,869 -190	-3%	-$19.6K	0.74%	28
2025 Q1	$634K	Buy	6,059 +829	+16%	+$93.5K	0.78%	27
2024 Q4	$603K	Buy	5,230 +367	+8%	+$43.8K	0.75%	30
2024 Q3	$569K	Sell	4,863 -236	-5%	-$26.7K	0.59%	35
2024 Q2	$544K	Sell	5,099 -17,872	-78%	-$1.91M	0.56%	35
2024 Q1	$2.54M	Sell	22,971 -20,311	-47%	-$2.16M	1.45%	16
2023 Q4	$4.69M	Buy	43,282 +803	+2%	+$77.4K	3.03%	7
2023 Q3	$3.91M	Buy	42,479 +578	+1%	+$57.7K	2.8%	10
2023 Q2	$4.34M	Buy	41,901 +2,648	+7%	+$252K	3.04%	7
2023 Q1	$3.63M	Sell	39,253 -637	-2%	-$63.7K	2.77%	11
2022 Q4	$4.13M	Buy	39,890 +199	+0.5%	+$19.1K	3.18%	10
2022 Q3	$3.46M	Buy	39,691 +233	+0.6%	+$22.6K	3.02%	12
2022 Q2	$3.67M	Sell	39,458 -781	-2%	-$77.7K	3%	11
2022 Q1	$4.03M	Buy	40,239 +1,326	+3%	+$143K	3.17%	11
2021 Q4	$4.22M	Buy	+38,913	New	+$4.43M	3.18%	12

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

ETF Store's IJR Position: Q2 2026 in Review

ETF Store increased its iShares Core S&P Small-Cap ETF (IJR) stake by 29% in Q2 2026, buying an estimated $277K and bringing the position to 8,997 shares worth $1.33M. The position accounts for 1.12% of the portfolio, ranked #24.

ETF Store first reported a position in IJR in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.69M in Q4 2023. 2,845 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

ETF Store held 8,997 shares of iShares Core S&P Small-Cap ETF worth $1.33M as of Q2 2026.
ETF Store bought 2,019 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $277K.
iShares Core S&P Small-Cap ETF made up 1.12% of ETF Store's portfolio in Q2 2026, its #24 holding.
ETF Store first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
ETF Store's iShares Core S&P Small-Cap ETF position peaked at $4.69M in Q4 2023.
2,845 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on ETF Store's 13F filing for Q2 2026, filed 29 Jul 2026.