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

Family 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 Q2	$408K	Hold	2,753	–	–	0.04%	184
2026 Q1	$342K	Hold	2,753	–	–	0.04%	198
2025 Q4	$331K	Hold	2,753	–	–	0.04%	178
2025 Q3	$327K	Sell	2,753 -2,706	-50%	-$311K	0.05%	154
2025 Q2	$597K	Hold	5,459	–	–	0.09%	118
2025 Q1	$571K	Hold	5,459	–	–	0.09%	111
2024 Q4	$629K	Buy	5,459 +48	+0.9%	+$5.74K	0.1%	103
2024 Q3	$633K	Hold	5,411	–	–	0.1%	100
2024 Q2	$577K	Hold	5,411	–	–	0.1%	95
2024 Q1	$598K	Hold	5,411	–	–	0.11%	89
2023 Q4	$586K	Sell	5,411 -98,115	-95%	-$9.46M	0.12%	84
2023 Q3	$9.77M	Sell	103,526 -25,431	-20%	-$2.54M	2.22%	12
2023 Q2	$12.9M	Buy	128,957 +6,861	+6%	+$653K	2.81%	10
2023 Q1	$11.8M	Buy	122,096 +9,481	+8%	+$948K	2.72%	10
2022 Q4	$10.7M	Buy	112,615 +98,725	+711%	+$9.47M	2.6%	8
2022 Q3	$1.21M	Sell	13,890 -29	-0.2%	-$2.82K	0.31%	64
2022 Q2	$1.29M	Sell	13,919 -1,872	-12%	-$186K	0.35%	62
2022 Q1	$1.7M	Sell	15,791 -87	-0.5%	-$9.39K	0.47%	49
2021 Q4	$1.82M	Sell	15,878 -866	-5%	-$98.7K	0.47%	55
2021 Q3	$1.83M	Sell	16,744 -2,775	-14%	-$306K	0.5%	52
2021 Q2	$2.21M	Sell	19,519 -1,690	-8%	-$189K	0.58%	47
2021 Q1	$2.3M	Sell	21,209 -31,614	-60%	-$3.31M	0.72%	42
2020 Q4	$4.85M	Buy	52,823 +15,912	+43%	+$1.31M	1.66%	18
2020 Q3	$2.59M	Buy	36,911 +885	+2%	+$63.4K	1.14%	32
2020 Q2	$2.46M	Sell	36,026 -5,085	-12%	-$321K	1%	31
2020 Q1	$2.31M	Buy	41,111 +26	+0.1%	+$1.94K	1.15%	27
2019 Q4	$3.44M	Buy	41,085 +4,327	+12%	+$348K	1.19%	27
2019 Q3	$2.86M	Buy	36,758 +15,996	+77%	+$1.24M	1.07%	29
2019 Q2	$1.63M	Buy	20,762 +3,917	+23%	+$304K	0.64%	48
2019 Q1	$1.3M	Buy	16,845 +3,198	+23%	+$246K	0.56%	52
2018 Q4	$946K	Buy	+13,647	New	+$1.05M	0.4%	60

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

Family Management's IJR Position: Q2 2026 in Review

Family Management held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 2,753 shares worth $408K. The position accounts for 0.04% of the portfolio, ranked #184.

Family Management first reported a position in IJR in Q4 2018 and has held it in 31 quarters since. The position peaked at $12.9M in Q2 2023. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Family Management held 2,753 shares of iShares Core S&P Small-Cap ETF worth $408K as of Q2 2026.
Family Management left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.04% of Family Management's portfolio in Q2 2026, its #184 holding.
Family Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 31 quarters since.
Family Management's iShares Core S&P Small-Cap ETF position peaked at $12.9M in Q2 2023.
2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.