Harris Associates’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Harris Associates’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	$26.3K	Buy	+177	New	+$24.3K	﹤0.01%	162
2025 Q1	–	Sell	-70	Closed	-$8.06K	–	162
2024 Q4	$8.06K	Sell	70 -1,081	-94%	-$129K	﹤0.01%	151
2024 Q3	$135K	Buy	+1,151	New	+$130K	﹤0.01%	138

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 22.9% 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

Harris Associates's IJR Position: Q2 2026 in Review

Harris Associates opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 177 shares worth $26.3K. The stake represents ﹤0.01% of the portfolio and ranks #162 among its holdings. This is a return to the name: Harris Associates previously reported a position in IJR as recently as Q4 2024.

Harris Associates first reported a position in IJR in Q3 2024 and has held it in 3 quarters since. The position peaked at $135K in Q3 2024. 2,851 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Harris Associates held 177 shares of iShares Core S&P Small-Cap ETF worth $26.3K as of Q2 2026.
iShares Core S&P Small-Cap ETF was a new Harris Associates position in Q2 2026.
iShares Core S&P Small-Cap ETF made up ﹤0.01% of Harris Associates's portfolio in Q2 2026, its #162 holding.
Harris Associates first reported a position in iShares Core S&P Small-Cap ETF in Q3 2024 and has held it in 3 quarters since.
Harris Associates's iShares Core S&P Small-Cap ETF position peaked at $135K in Q3 2024.
2,851 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Harris Associates's 13F filing for Q2 2026, filed 14 Aug 2026.