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IJR icon

Harbour Investments’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Harbour Investments’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 		$16.8M Sell
113,426
-7,378
-6% -$1.01M 0.23% 87
2026
Q1 		$15M Buy
120,804
+24,179
+25% +$3.07M 0.23% 85
2025
Q4 		$11.6M Buy
96,625
+1,405
+1% +$168K 0.24% 77
2025
Q3 		$11.3M Buy
95,220
+2,661
+3% +$306K 0.26% 70
2025
Q2 		$10.1M Sell
92,559
-2,801
-3% -$290K 0.26% 73
2025
Q1 		$9.97M Buy
95,360
+3,036
+3% +$343K 0.29% 66
2024
Q4 		$10.6M Sell
92,324
-4,552
-5% -$544K 0.31% 57
2024
Q3 		$11.3M Buy
96,876
+1,650
+2% +$186K 0.34% 48
2024
Q2 		$10.2M Sell
95,226
-8,330
-8% -$891K 0.34% 49
2024
Q1 		$11.4M Sell
103,556
-3,295
-3% -$350K 0.41% 39
2023
Q4 		$11.6M Buy
106,851
+11,635
+12% +$1.12M 0.48% 32
2023
Q3 		$8.98M Sell
95,216
-549,702
-85% -$54.9M 0.45% 33
2023
Q2 		$64.3M Sell
644,918
-17,618
-3% -$1.68M 3.18% 3
2023
Q1 		$64.1M Buy
662,536
+33,964
+5% +$3.4M 3.5% 3
2022
Q4 		$59.5M Buy
628,572
+175,464
+39% +$16.8M 3.63% 2
2022
Q3 		$41.9M Hold
453,108
– – 2.83% 3
2022
Q2 		$41.9M Buy
+453,108
New +$45.1M 2.83% 3
2021
Q4 		$38.5M Sell
336,180
-369,822
-52% -$42.1M 2.29% 5
2021
Q3 		$77.1M Buy
706,002
+24,507
+4% +$2.7M 2.46% 2
2021
Q2 		$77M Buy
681,495
+29,535
+5% +$3.29M 2.46% 2
2021
Q1 		$70.8M Buy
+651,960
New +$68.2M 2.55% 2

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 22.96% 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

Harbour Investments's IJR Position: Q2 2026 in Review

Harbour Investments reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 6.1% in Q2 2026, selling an estimated $1.01M and leaving 113,426 shares worth $16.8M. The position accounts for 0.23% of the portfolio, ranked #87.

Harbour Investments first reported a position in IJR in Q1 2021 and has held it in 21 quarters since. The position peaked at $77.1M in Q3 2021. 2,841 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Harbour Investments held 113,426 shares of iShares Core S&P Small-Cap ETF worth $16.8M as of Q2 2026.
  • Harbour Investments sold 7,378 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $1.01M.
  • iShares Core S&P Small-Cap ETF made up 0.23% of Harbour Investments's portfolio in Q2 2026, its #87 holding.
  • Harbour Investments first reported a position in iShares Core S&P Small-Cap ETF in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's iShares Core S&P Small-Cap ETF position peaked at $77.1M in Q3 2021.
  • 2,841 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.