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

Granite 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	$985K	Buy	6,639 +324	+5%	+$44.5K	0.05%	180
2026 Q1	$785K	Hold	6,315	–	–	0.05%	180
2025 Q4	$759K	Buy	6,315 +5,045	+397%	+$603K	0.05%	183
2025 Q3	$151K	Hold	1,270	–	–	0.01%	233
2025 Q2	$139K	Hold	1,270	–	–	0.01%	238
2025 Q1	$133K	Hold	1,270	–	–	0.01%	241
2024 Q4	$146K	Hold	1,270	–	–	0.01%	246
2024 Q3	$149K	Hold	1,270	–	–	0.01%	234
2024 Q2	$135K	Hold	1,270	–	–	0.01%	237
2024 Q1	$140K	Hold	1,270	–	–	0.01%	244
2023 Q4	$137K	Hold	1,270	–	–	0.01%	248
2023 Q3	$120K	Hold	1,270	–	–	0.01%	251
2023 Q2	$127K	Hold	1,270	–	–	0.01%	250
2023 Q1	$123K	Hold	1,270	–	–	0.01%	245
2022 Q4	$120K	Hold	1,270	–	–	0.01%	249
2022 Q3	$111K	Hold	1,270	–	–	﹤0.01%	250
2022 Q2	$117K	Buy	+1,270	New	+$126K	﹤0.01%	255
2021 Q4	–	Sell	-1,270	Closed	-$139K	–	282
2021 Q3	$139K	Hold	1,270	–	–	﹤0.01%	260
2021 Q2	$143K	Hold	1,270	–	–	﹤0.01%	267
2021 Q1	$138K	Hold	1,270	–	–	﹤0.01%	258
2020 Q4	$117K	Hold	1,270	–	–	﹤0.01%	259
2020 Q3	$89K	Hold	1,270	–	–	﹤0.01%	261
2020 Q2	$88K	Buy	1,270 +1,097	+634%	+$69.3K	﹤0.01%	256
2020 Q1	$10K	Sell	173 -1,097	-86%	-$81.7K	﹤0.01%	267
2019 Q4	$104K	Buy	1,270 +620	+95%	+$49.9K	﹤0.01%	272
2019 Q3	$51K	Hold	650	–	–	﹤0.01%	339
2019 Q2	$51K	Buy	650 +300	+86%	+$23.3K	﹤0.01%	347
2019 Q1	$27K	Buy	+350	New	+$26.9K	﹤0.01%	349
2018 Q4	–	Sell	-350	Closed	-$31K	–	350
2018 Q3	$31K	Sell	350 -48	-12%	-$4.21K	﹤0.01%	316
2018 Q2	$33K	Buy	398 +48	+14%	+$3.91K	﹤0.01%	312
2018 Q1	$27K	Buy	+350	New	+$27.2K	﹤0.01%	297

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

Granite Investment Partners's IJR Position: Q2 2026 in Review

Granite Investment Partners increased its iShares Core S&P Small-Cap ETF (IJR) stake by 5.1% in Q2 2026, buying an estimated $44.5K and bringing the position to 6,639 shares worth $985K. The position accounts for 0.05% of the portfolio, ranked #180.

Granite Investment Partners first reported a position in IJR in Q1 2018 and has held it in 31 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Granite Investment Partners held 6,639 shares of iShares Core S&P Small-Cap ETF worth $985K as of Q2 2026.
Granite Investment Partners bought 324 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $44.5K.
iShares Core S&P Small-Cap ETF made up 0.05% of Granite Investment Partners's portfolio in Q2 2026, its #180 holding.
Granite Investment Partners first reported a position in iShares Core S&P Small-Cap ETF in Q1 2018 and has held it in 31 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Granite Investment Partners's 13F filing for Q2 2026, filed 7 Aug 2026.