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

Inscription Capital’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 		$1.24M Buy
8,347
+2
+0% +$274 0.11% 175
2026
Q1 		$1.04M Sell
8,345
-262
-3% -$33.3K 0.11% 180
2025
Q4 		$1.03M Sell
8,607
-118
-1% -$14.1K 0.11% 187
2025
Q3 		$1.04M Buy
8,725
+421
+5% +$48.4K 0.11% 182
2025
Q2 		$908K Sell
8,304
-3,510
-30% -$363K 0.13% 117
2025
Q1 		$1.31M Buy
+11,814
New +$1.33M 0.22% 81
2024
Q3 		$1.21M Sell
10,344
-1,470
-12% -$166K 0.18% 94
2024
Q2 		$1.26M Hold
11,814
– – 0.2% 81
2024
Q1 		$1.31M Hold
11,814
– – 0.22% 81
2023
Q4 		$1.28M Hold
11,814
– – 0.35% 57
2023
Q3 		$1.11M Sell
11,814
-475
-4% -$47.5K 0.36% 53
2023
Q2 		$1.22M Sell
12,289
-100
-0.8% -$9.52K 0.38% 50
2023
Q1 		$1.2M Sell
12,389
-722
-6% -$72.2K 0.32% 63
2022
Q4 		$1.24M Buy
13,111
+607
+5% +$58.2K 0.42% 55
2022
Q3 		$1.09M Sell
12,504
-8,100
-39% -$787K 0.31% 57
2022
Q2 		$1.9M Hold
20,604
– – 0.34% 62
2022
Q1 		$2.22M Sell
20,604
-40
-0.2% -$4.32K 0.64% 42
2021
Q4 		$2.36M Buy
20,644
+320
+2% +$36.5K 0.65% 41
2021
Q3 		$2.22M Buy
20,324
+17,558
+635% +$1.93M 0.7% 40
2021
Q2 		$313K Sell
2,766
-20,924
-88% -$2.33M 0.04% 249
2021
Q1 		$2.57M Buy
23,690
+12,359
+109% +$1.29M 0.88% 28
2020
Q4 		$1.04M Buy
11,331
+149
+1% +$12.2K 0.4% 64
2020
Q3 		$785K Buy
11,182
+1,703
+18% +$122K 0.35% 73
2020
Q2 		$647K Sell
9,479
-8,229
-46% -$520K 0.36% 64
2020
Q1 		$994K Buy
+17,708
New +$1.32M 0.66% 44
2019
Q2 		– Sell
-2,427
Closed -$187K – 166
2019
Q1 		$187K Sell
2,427
-2,449
-50% -$188K 0.1% 123
2018
Q4 		$338K Buy
+4,876
New +$377K 0.19% 90

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

Inscription Capital's IJR Position: Q2 2026 in Review

Inscription Capital increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.02% in Q2 2026, buying an estimated $274 and bringing the position to 8,347 shares worth $1.24M. The position accounts for 0.11% of the portfolio, ranked #175.

Inscription Capital first reported a position in IJR in Q4 2018 and has held it in 27 quarters since. The position peaked at $2.57M in Q1 2021. 2,839 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Inscription Capital held 8,347 shares of iShares Core S&P Small-Cap ETF worth $1.24M as of Q2 2026.
  • Inscription Capital bought 2 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $274.
  • iShares Core S&P Small-Cap ETF made up 0.11% of Inscription Capital's portfolio in Q2 2026, its #175 holding.
  • Inscription Capital first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 27 quarters since.
  • Inscription Capital's iShares Core S&P Small-Cap ETF position peaked at $2.57M in Q1 2021.
  • 2,839 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Inscription Capital's 13F filing for Q2 2026, filed 13 Aug 2026.