EI
IJR icon

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

Ethic Inc’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 		$1.55M Buy
+10,478
New +$1.44M 0.02% 581
2021
Q3 		– Sell
-1,947
Closed -$220K – 629
2021
Q2 		$220K Buy
1,947
+16
+0.8% +$1.78K 0.03% 520
2021
Q1 		$210K Buy
+1,931
New +$202K 0.04% 456
2020
Q4 		– Sell
-4,260
Closed -$299K – 423
2020
Q3 		$299K Buy
+4,260
New +$305K 0.11% 224

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Ethic Inc's IJR Position: Q2 2026 in Review

Ethic Inc opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 10,478 shares worth $1.55M. The stake represents 0.02% of the portfolio and ranks #581 among its holdings. This is a return to the name: Ethic Inc previously reported a position in IJR as recently as Q2 2021.

Ethic Inc first reported a position in IJR in Q3 2020 and has held it in 4 quarters since. 2,845 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Ethic Inc held 10,478 shares of iShares Core S&P Small-Cap ETF worth $1.55M as of Q2 2026.
  • iShares Core S&P Small-Cap ETF was a new Ethic Inc position in Q2 2026.
  • iShares Core S&P Small-Cap ETF made up 0.02% of Ethic Inc's portfolio in Q2 2026, its #581 holding.
  • Ethic Inc first reported a position in iShares Core S&P Small-Cap ETF in Q3 2020 and has held it in 4 quarters since.
  • 2,845 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.