HI
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
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 $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Harbour Investments's IJR Position: Q1 2026 in Review

Harbour Investments increased its iShares Core S&P Small-Cap ETF (IJR) stake by 25% in Q1 2026, buying an estimated $3.07M and bringing the position to 120,804 shares worth $15M. The position accounts for 0.23% of the portfolio, ranked #85.

Harbour Investments first reported a position in IJR in Q1 2021 and has held it in 20 quarters since. The position peaked at $77.1M in Q3 2021. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Harbour Investments held 120,804 shares of iShares Core S&P Small-Cap ETF worth $15M as of Q1 2026.
  • Harbour Investments bought 24,179 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $3.07M.
  • iShares Core S&P Small-Cap ETF made up 0.23% of Harbour Investments's portfolio in Q1 2026, its #85 holding.
  • Harbour Investments first reported a position in iShares Core S&P Small-Cap ETF in Q1 2021 and has held it in 20 quarters since.
  • Harbour Investments's iShares Core S&P Small-Cap ETF position peaked at $77.1M in Q3 2021.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.