Ewing Morris & Co Investment Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Ewing Morris & Co Investment Partners’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	$2.88M	Buy	+19,400	New	+$2.66M	1.5%	21

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

Ewing Morris & Co Investment Partners's IJR Position: Q2 2026 in Review

Ewing Morris & Co Investment Partners opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 19,400 shares worth $2.88M. The stake represents 1.5% of the portfolio and ranks #21 among its holdings.

2,830 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Ewing Morris & Co Investment Partners held 19,400 shares of iShares Core S&P Small-Cap ETF worth $2.88M as of Q2 2026.
iShares Core S&P Small-Cap ETF was a new Ewing Morris & Co Investment Partners position in Q2 2026.
iShares Core S&P Small-Cap ETF made up 1.5% of Ewing Morris & Co Investment Partners's portfolio in Q2 2026, its #21 holding.
2,830 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Ewing Morris & Co Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.