Jones Financial Companies’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.42B | Buy |
19,864,667
+3,603,962
| +22% | +$458M | 1.16% | 17 |
|
|
2025
Q4 | $1.95B | Buy |
16,260,705
+1,375,104
| +9% | +$164M | 1.19% | 17 |
|
|
2025
Q3 | $1.76B | Buy |
14,885,601
+12,593,909
| +550% | +$1.45B | 1.2% | 15 |
|
|
2025
Q2 | $251M | Buy |
2,291,692
+169,894
| +8% | +$17.6M | 0.19% | 50 |
|
|
2025
Q1 | $221M | Buy |
2,121,798
+387,223
| +22% | +$43.7M | 0.2% | 47 |
|
|
2024
Q4 | $200M | Buy |
1,734,575
+251,877
| +17% | +$30.1M | 0.19% | 49 |
|
|
2024
Q3 | $173M | Buy |
1,482,698
+259,425
| +21% | +$29.3M | 0.18% | 46 |
|
|
2024
Q2 | $130M | Buy |
1,223,273
+187,345
| +18% | +$20M | 0.15% | 45 |
|
|
2024
Q1 | $114M | Buy |
1,035,928
+53,205
| +5% | +$5.65M | 0.16% | 43 |
|
|
2023
Q4 | $106M | Buy |
982,723
+25,216
| +3% | +$2.43M | 0.16% | 41 |
|
|
2023
Q3 | $90.3M | Buy |
957,507
+21,081
| +2% | +$2.11M | 0.15% | 42 |
|
|
2023
Q2 | $93.3M | Buy |
936,426
+6,928
| +0.7% | +$660K | 0.15% | 41 |
|
|
2023
Q1 | $89.9M | Sell |
929,498
-4,929
| -0.5% | -$493K | 0.15% | 42 |
|
|
2022
Q4 | $88.4M | Buy |
934,427
+12,855
| +1% | +$1.23M | 0.15% | 42 |
|
|
2022
Q3 | $80.4M | Buy |
921,572
+44,776
| +5% | +$4.35M | 0.15% | 40 |
|
|
2022
Q2 | $81.7M | Buy |
876,796
+42,198
| +5% | +$4.2M | 0.14% | 39 |
|
|
2022
Q1 | $90.4M | Buy |
834,598
+44,259
| +6% | +$4.78M | 0.13% | 40 |
|
|
2021
Q4 | $90.5M | Buy |
790,339
+26,564
| +3% | +$3.03M | 0.13% | 40 |
|
|
2021
Q3 | $83.8M | Buy |
763,775
+54,656
| +8% | +$6.02M | 0.12% | 40 |
|
|
2021
Q2 | $80.5M | Buy |
709,119
+30,343
| +4% | +$3.38M | 0.12% | 41 |
|
|
2021
Q1 | $73.9M | Sell |
678,776
-44,476
| -6% | -$4.66M | 0.12% | 41 |
|
|
2020
Q4 | $66.5M | Sell |
723,252
-27,530
| -4% | -$2.26M | 0.12% | 41 |
|
|
2020
Q3 | $52M | Sell |
750,782
-31,549
| -4% | -$2.26M | 0.11% | 43 |
|
|
2020
Q2 | $51.9M | Buy |
782,331
+7,392
| +1% | +$467K | 0.11% | 43 |
|
|
2020
Q1 | $43M | Buy |
774,939
+141,961
| +22% | +$10.6M | 0.1% | 45 |
|
|
2019
Q4 | $53.1M | Buy |
632,978
+21,648
| +4% | +$1.74M | 0.11% | 43 |
|
|
2019
Q3 | $47.6M | Buy |
611,330
+5,424
| +0.9% | +$420K | 0.1% | 42 |
|
|
2019
Q2 | $47.4M | Buy |
605,906
+17,838
| +3% | +$1.38M | 0.11% | 42 |
|
|
2019
Q1 | $45.4M | Buy |
588,068
+39,889
| +7% | +$3.06M | 0.1% | 42 |
|
|
2018
Q4 | $37.9M | Buy |
548,179
+125,355
| +30% | +$9.69M | 0.09% | 41 |
|
|
2018
Q3 | $36.9M | Buy |
422,824
+39,397
| +10% | +$3.45M | 0.08% | 40 |
|
|
2018
Q2 | $32.1M | Buy |
383,427
+53,294
| +16% | +$4.34M | 0.07% | 44 |
|
|
2018
Q1 | $25.4M | Buy |
330,133
+21,116
| +7% | +$1.64M | 0.06% | 42 |
|
|
2017
Q4 | $23.7M | Buy |
309,017
+18,648
| +6% | +$1.41M | 0.06% | 42 |
|
|
2017
Q3 | $21.6M | Buy |
290,369
+18,984
| +7% | +$1.33M | 0.06% | 42 |
|
|
2017
Q2 | $19M | Buy |
271,385
+17,369
| +7% | +$1.2M | 0.06% | 42 |
|
|
2017
Q1 | $17.6M | Buy |
254,016
+22,952
| +10% | +$1.58M | 0.06% | 44 |
|
|
2016
Q4 | $15.9M | Buy |
231,064
+31,824
| +16% | +$2.05M | 0.06% | 41 |
|
|
2016
Q3 | $12.4M | Buy |
199,240
+23,910
| +14% | +$1.46M | 0.05% | 48 |
|
|
2016
Q2 | $10.2M | Buy |
175,330
+6,272
| +4% | +$358K | 0.04% | 53 |
|
|
2016
Q1 | $9.52M | Buy |
169,058
+3,786
| +2% | +$198K | 0.06% | 48 |
|
|
2015
Q4 | $9.1M | Buy |
165,272
+20,064
| +14% | +$1.13M | 0.06% | 49 |
|
|
2015
Q3 | $7.74M | Buy |
145,208
+4,564
| +3% | +$259K | 0.05% | 57 |
|
|
2015
Q2 | $8.29M | Sell |
140,644
-828
| -0.6% | -$49K | 0.05% | 56 |
|
|
2015
Q1 | $8.35M | Buy |
141,472
+12,270
| +9% | +$703K | 0.05% | 55 |
|
|
2014
Q4 | $7.37M | Sell |
129,202
-37,480
| -22% | -$2.05M | 0.05% | 58 |
|
|
2014
Q3 | $8.69M | Buy |
166,682
+2,822
| +2% | +$154K | 0.06% | 47 |
|
|
2014
Q2 | $9.18M | Buy |
163,860
+1,430
| +0.9% | +$77.3K | 0.07% | 42 |
|
|
2014
Q1 | $8.95M | Buy |
162,430
+19,032
| +13% | +$1.03M | 0.07% | 42 |
|
|
2013
Q4 | $7.83M | Buy |
143,398
+20,626
| +17% | +$1.08M | 0.07% | 47 |
|
|
2013
Q3 | $6.13M | Buy |
122,772
+5,938
| +5% | +$287K | 0.06% | 48 |
|
|
2013
Q2 | $5.28M | Buy |
+116,834
| New | +$5.17M | 0.06% | 55 |
|
Other funds holding IJR
Jones Financial Companies's IJR Position: Q1 2026 in Review
Jones Financial Companies increased its iShares Core S&P Small-Cap ETF (IJR) stake by 22% in Q1 2026, buying an estimated $458M and bringing the position to 19,864,667 shares worth $2.42B. The position accounts for 1.16% of the portfolio, ranked #17.
Jones Financial Companies first reported a position in IJR in Q2 2013 and has held it in 52 quarters since. 2,736 funds tracked by Wall St. Rank hold IJR as of Q1 2026.
- Jones Financial Companies held 19,864,667 shares of iShares Core S&P Small-Cap ETF worth $2.42B as of Q1 2026.
- Jones Financial Companies bought 3,603,962 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $458M.
- iShares Core S&P Small-Cap ETF made up 1.16% of Jones Financial Companies's portfolio in Q1 2026, its #17 holding.
- Jones Financial Companies first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 52 quarters since.
- 2,736 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.
Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.