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Jeter Robert S II’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Jeter Robert S II’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 		$4.8M Buy
32,997
+530
+2% +$72.7K 4.6% 9
2026
Q1 		$4.49M Buy
+32,467
New +$4.12M 4.47% 9

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

Jeter Robert S II's IJR Position: Q2 2026 in Review

Jeter Robert S II increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.6% in Q2 2026, buying an estimated $72.7K and bringing the position to 32,997 shares worth $4.8M. The position accounts for 4.6% of the portfolio, ranked #9.

Jeter Robert S II first reported a position in IJR in Q1 2026 and has held it in 2 quarters since. 2,825 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Jeter Robert S II held 32,997 shares of iShares Core S&P Small-Cap ETF worth $4.8M as of Q2 2026.
  • Jeter Robert S II bought 530 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $72.7K.
  • iShares Core S&P Small-Cap ETF made up 4.6% of Jeter Robert S II's portfolio in Q2 2026, its #9 holding.
  • Jeter Robert S II first reported a position in iShares Core S&P Small-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,825 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Jeter Robert S II's 13F filing for Q2 2026, filed 14 Jul 2026.