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

JB 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 		$1.08M Buy
7,310
+1,601
+28% +$220K 0.04% 140
2026
Q1 		$710K Sell
5,709
-235
-4% -$29.9K 0.03% 157
2025
Q4 		$714K Buy
5,944
+716
+14% +$85.6K 0.03% 159
2025
Q3 		$621K Buy
5,228
+486
+10% +$55.9K 0.03% 162
2025
Q2 		$518K Buy
4,742
+348
+8% +$36K 0.03% 163
2025
Q1 		$459K Sell
4,394
-598
-12% -$67.5K 0.03% 158
2024
Q4 		$575K Buy
4,992
+570
+13% +$68.1K 0.03% 143
2024
Q3 		$517K Buy
4,422
+804
+22% +$90.8K 0.03% 152
2024
Q2 		$386K Buy
3,618
+793
+28% +$84.8K 0.02% 166
2024
Q1 		$312K Sell
2,825
-38
-1% -$4.04K 0.02% 179
2023
Q4 		$310K Sell
2,863
-93
-3% -$8.96K 0.02% 167
2023
Q3 		$279K Sell
2,956
-136
-4% -$13.6K 0.02% 154
2023
Q2 		$308K Sell
3,092
-90
-3% -$8.57K 0.03% 137
2023
Q1 		$308K Sell
3,182
-109,777
-97% -$11M 0.03% 133
2022
Q4 		$10.7M Sell
112,959
-44,858
-28% -$4.3M 1.05% 17
2022
Q3 		$13.8M Buy
157,817
+155,007
+5,516% +$15.1M 1.51% 12
2022
Q2 		$260K Sell
2,810
-179,930
-98% -$17.9M 0.03% 201
2022
Q1 		$19.7M Sell
182,740
-36,718
-17% -$3.96M 1.92% 9
2021
Q4 		$25.1M Buy
219,458
+11,186
+5% +$1.27M 2.46% 9
2021
Q3 		$22.7M Buy
+208,272
New +$22.9M 2.94% 6

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

JB Capital's IJR Position: Q2 2026 in Review

JB Capital increased its iShares Core S&P Small-Cap ETF (IJR) stake by 28% in Q2 2026, buying an estimated $220K and bringing the position to 7,310 shares worth $1.08M. The position accounts for 0.04% of the portfolio, ranked #140.

JB Capital first reported a position in IJR in Q3 2021 and has held it in 20 quarters since. The position peaked at $25.1M in Q4 2021. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • JB Capital held 7,310 shares of iShares Core S&P Small-Cap ETF worth $1.08M as of Q2 2026.
  • JB Capital bought 1,601 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $220K.
  • iShares Core S&P Small-Cap ETF made up 0.04% of JB Capital's portfolio in Q2 2026, its #140 holding.
  • JB Capital first reported a position in iShares Core S&P Small-Cap ETF in Q3 2021 and has held it in 20 quarters since.
  • JB Capital's iShares Core S&P Small-Cap ETF position peaked at $25.1M in Q4 2021.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on JB Capital's 13F filing for Q2 2026, filed 29 Jul 2026.