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

Gables Capital 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	$8.9K	Hold	60	–	–	﹤0.01%	397
2026 Q1	$7.46K	Hold	60	–	–	﹤0.01%	379
2025 Q4	$7.21K	Hold	60	–	–	﹤0.01%	374
2025 Q3	$7.13K	Hold	60	–	–	﹤0.01%	378
2025 Q2	$6.56K	Hold	60	–	–	﹤0.01%	378
2025 Q1	$6.27K	Hold	60	–	–	﹤0.01%	378
2024 Q4	$6.91K	Sell	60 -100	-63%	-$11.9K	﹤0.01%	377
2024 Q3	$18.7K	Hold	160	–	–	0.01%	308
2024 Q2	$17.1K	Hold	160	–	–	0.01%	285
2024 Q1	$17.7K	Buy	160 +60	+60%	+$6.37K	0.01%	277
2023 Q4	$10.8K	Hold	100	–	–	0.01%	308
2023 Q3	$9.43K	Buy	+100	New	+$9.99K	0.01%	295

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

Gables Capital Management's IJR Position: Q2 2026 in Review

Gables Capital Management held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 60 shares worth $8.9K. The position accounts for ﹤0.01% of the portfolio, ranked #397.

Gables Capital Management first reported a position in IJR in Q3 2023 and has held it in 12 quarters since. The position peaked at $18.7K in Q3 2024. 2,833 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Gables Capital Management held 60 shares of iShares Core S&P Small-Cap ETF worth $8.9K as of Q2 2026.
Gables Capital 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 ﹤0.01% of Gables Capital Management's portfolio in Q2 2026, its #397 holding.
Gables Capital Management first reported a position in iShares Core S&P Small-Cap ETF in Q3 2023 and has held it in 12 quarters since.
Gables Capital Management's iShares Core S&P Small-Cap ETF position peaked at $18.7K in Q3 2024.
2,833 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Gables Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.