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Fund Evaluation Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Fund Evaluation Group’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 		$490K Sell
3,306
-22
-0.7% -$3.02K 0.01% 70
2026
Q1 		$414K Hold
3,328
– – 0.01% 63
2025
Q4 		$400K Buy
3,328
+4
+0.1% +$478 0.01% 55
2025
Q3 		$395K Buy
3,324
+314
+10% +$36.1K 0.01% 66
2025
Q2 		$329K Buy
3,010
+3
+0.1% +$310 0.01% 74
2025
Q1 		$314K Buy
3,007
+8
+0.3% +$903 0.01% 48
2024
Q4 		$346K Buy
+2,999
New +$358K 0.02% 38
2024
Q3 		– Sell
-3,272
Closed -$349K – 35
2024
Q2 		$349K Buy
3,272
+42
+1% +$4.49K 0.02% 29
2024
Q1 		$357K Hold
3,230
– – 0.02% 34
2023
Q4 		$350K Sell
3,230
-448
-12% -$43.2K 0.03% 33
2023
Q3 		$347K Sell
3,678
-840
-19% -$83.9K 0.03% 32
2023
Q2 		$450K Buy
4,518
+38
+0.8% +$3.62K 0.04% 25
2023
Q1 		$433K Sell
4,480
-230
-5% -$23K 0.05% 24
2022
Q4 		$446K Buy
+4,710
New +$452K 0.06% 22
2022
Q2 		– Sell
-4,514
Closed -$487K – 32
2022
Q1 		$487K Buy
4,514
+21
+0.5% +$2.27K 0.03% 32
2021
Q4 		$514K Buy
4,493
+273
+6% +$31.1K 0.06% 24
2021
Q3 		$461K Sell
4,220
-170
-4% -$18.7K 0.05% 26
2021
Q2 		$496K Sell
4,390
-305
-6% -$34K 0.05% 23
2021
Q1 		$510K Hold
4,695
– – 0.06% 23
2020
Q4 		$431K Sell
4,695
-75
-2% -$6.16K 0.05% 22
2020
Q3 		$335K Hold
4,770
– – 0.04% 22
2020
Q2 		$326K Sell
4,770
-285,230
-98% -$18M 0.05% 23
2020
Q1 		$16.3M Buy
+290,000
New +$21.6M 2.74% 9

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 22.9% 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

Fund Evaluation Group's IJR Position: Q2 2026 in Review

Fund Evaluation Group reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.66% in Q2 2026, selling an estimated $3.02K and leaving 3,306 shares worth $490K. The position accounts for 0.01% of the portfolio, ranked #70.

Fund Evaluation Group first reported a position in IJR in Q1 2020 and has held it in 23 quarters since. The position peaked at $16.3M in Q1 2020. 2,851 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Fund Evaluation Group held 3,306 shares of iShares Core S&P Small-Cap ETF worth $490K as of Q2 2026.
  • Fund Evaluation Group sold 22 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $3.02K.
  • iShares Core S&P Small-Cap ETF made up 0.01% of Fund Evaluation Group's portfolio in Q2 2026, its #70 holding.
  • Fund Evaluation Group first reported a position in iShares Core S&P Small-Cap ETF in Q1 2020 and has held it in 23 quarters since.
  • Fund Evaluation Group's iShares Core S&P Small-Cap ETF position peaked at $16.3M in Q1 2020.
  • 2,851 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Fund Evaluation Group's 13F filing for Q2 2026, filed 7 Aug 2026.