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

Lavaca 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 Q1	–	Sell	-300	Closed	-$36.1K	–	296
2025 Q4	$36.1K	Hold	300	–	–	0.01%	188
2025 Q3	$35.6K	Hold	300	–	–	0.01%	178
2025 Q2	$32.8K	Hold	300	–	–	0.01%	184
2025 Q1	$31.4K	Hold	300	–	–	0.01%	181
2024 Q4	$34.6K	Buy	+300	New	+$35.8K	0.01%	212

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lavaca Capital's IJR Position: Q1 2026 in Review

Lavaca Capital reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 32% in Q1 2026, selling an estimated $53.4K and leaving 899 shares worth $112K. The position accounts for 0.02% of the portfolio, ranked #123.

Lavaca Capital first reported a position in IJR in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.57M in Q2 2023. 2,736 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Lavaca Capital held 899 shares of iShares Core S&P Small-Cap ETF worth $112K as of Q1 2026.
Lavaca Capital sold 420 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $53.4K.
iShares Core S&P Small-Cap ETF made up 0.02% of Lavaca Capital's portfolio in Q1 2026, its #123 holding.
Lavaca Capital first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 10 quarters since.
Lavaca Capital's iShares Core S&P Small-Cap ETF position peaked at $1.57M in Q2 2023.
2,736 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Lavaca Capital's 13F filing for Q1 2026, filed 13 May 2026.