IIM
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Ipswich Investment Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Ipswich Investment Management’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 Sell
8,334
-250
-3% -$34.3K 0.26% 81
2026
Q1 		$1.07M Hold
8,584
– – 0.25% 80
2025
Q4 		$1.03M Sell
8,584
-22
-0.3% -$2.63K 0.24% 82
2025
Q3 		$1.02M Sell
8,606
-854
-9% -$98.2K 0.24% 83
2025
Q2 		$1.03M Buy
9,460
+32
+0.3% +$3.31K 0.25% 84
2025
Q1 		$986K Buy
9,428
+350
+4% +$39.5K 0.24% 85
2024
Q4 		$1.05M Buy
9,078
+1,663
+22% +$199K 0.25% 83
2024
Q3 		$867K Buy
7,415
+1,360
+22% +$154K 0.2% 98
2024
Q2 		$646K Buy
6,055
+54
+0.9% +$5.78K 0.15% 111
2024
Q1 		$663K Buy
6,001
+50
+0.8% +$5.31K 0.16% 113
2023
Q4 		$644K Buy
5,951
+60
+1% +$5.78K 0.16% 110
2023
Q3 		$556K Buy
5,891
+235
+4% +$23.5K 0.15% 116
2023
Q2 		$564K Buy
5,656
+481
+9% +$45.8K 0.15% 116
2023
Q1 		$500K Buy
5,175
+179
+4% +$17.9K 0.14% 125
2022
Q4 		$473K Buy
4,996
+950
+23% +$91.1K 0.14% 128
2022
Q3 		$353K Buy
4,046
+75
+2% +$7.29K 0.11% 135
2022
Q2 		$367K Buy
3,971
+1,053
+36% +$105K 0.11% 136
2022
Q1 		$315K Buy
2,918
+157
+6% +$16.9K 0.08% 156
2021
Q4 		$316K Hold
2,761
– – 0.07% 170
2021
Q3 		$301K Sell
2,761
-74
-3% -$8.15K 0.08% 165
2021
Q2 		$320K Buy
2,835
+122
+4% +$13.6K 0.08% 162
2021
Q1 		$294K Buy
2,713
+35
+1% +$3.66K 0.08% 161
2020
Q4 		$246K Buy
+2,678
New +$220K 0.07% 163
2020
Q1 		– Sell
-2,795
Closed -$234K – 168
2019
Q4 		$234K Buy
2,795
+90
+3% +$7.24K 0.07% 167
2019
Q3 		$211K Buy
2,705
+93
+4% +$7.2K 0.07% 170
2019
Q2 		$204K Sell
2,612
-26
-1% -$2.02K 0.07% 173
2019
Q1 		$204K Sell
2,638
-60
-2% -$4.61K 0.07% 173
2018
Q4 		$187K Buy
+2,698
New +$209K 0.07% 163
2016
Q2 		– Sell
-560
Closed -$32K – 228
2016
Q1 		$32K Buy
+560
New +$29.2K 0.02% 263

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

Ipswich Investment Management's IJR Position: Q2 2026 in Review

Ipswich Investment Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 2.9% in Q2 2026, selling an estimated $34.3K and leaving 8,334 shares worth $1.24M. The position accounts for 0.26% of the portfolio, ranked #81.

Ipswich Investment Management first reported a position in IJR in Q1 2016 and has held it in 29 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Ipswich Investment Management held 8,334 shares of iShares Core S&P Small-Cap ETF worth $1.24M as of Q2 2026.
  • Ipswich Investment Management sold 250 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $34.3K.
  • iShares Core S&P Small-Cap ETF made up 0.26% of Ipswich Investment Management's portfolio in Q2 2026, its #81 holding.
  • Ipswich Investment Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2016 and has held it in 29 quarters since.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Ipswich Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.