Leuthold Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Leuthold Group’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	$240K	Buy	+1,618	New	+$222K	0.02%	232
2026 Q1	–	Sell	-1,754	Closed	-$211K	–	220
2025 Q4	$211K	Sell	1,754 -30	-2%	-$3.59K	0.02%	206
2025 Q3	$212K	Sell	1,784 -1,376	-44%	-$158K	0.02%	201
2025 Q2	$345K	Buy	+3,160	New	+$327K	0.04%	184
2023 Q1	–	Sell	-2,301	Closed	-$218K	–	209
2022 Q4	$218K	Sell	2,301 -75	-3%	-$7.19K	0.03%	186
2022 Q3	$207K	Sell	2,376 -142	-6%	-$13.8K	0.03%	180
2022 Q2	$233K	Sell	2,518 -34	-1%	-$3.38K	0.03%	175
2022 Q1	$275K	Sell	2,552 -679	-21%	-$73.3K	0.04%	174
2021 Q4	$370K	Buy	3,231 +99	+3%	+$11.3K	0.04%	159
2021 Q3	$342K	Buy	3,132 +912	+41%	+$100K	0.04%	153
2021 Q2	$251K	Buy	2,220 +212	+11%	+$23.6K	0.03%	171
2021 Q1	$218K	Buy	+2,008	New	+$210K	0.03%	177

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Leuthold Group's IJR Position: Q2 2026 in Review

Leuthold Group opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 1,618 shares worth $240K. The stake represents 0.02% of the portfolio and ranks #232 among its holdings. This is a return to the name: Leuthold Group previously reported a position in IJR as recently as Q4 2025.

Leuthold Group first reported a position in IJR in Q1 2021 and has held it in 12 quarters since. The position peaked at $370K in Q4 2021. 2,841 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Leuthold Group held 1,618 shares of iShares Core S&P Small-Cap ETF worth $240K as of Q2 2026.
iShares Core S&P Small-Cap ETF was a new Leuthold Group position in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.02% of Leuthold Group's portfolio in Q2 2026, its #232 holding.
Leuthold Group first reported a position in iShares Core S&P Small-Cap ETF in Q1 2021 and has held it in 12 quarters since.
Leuthold Group's iShares Core S&P Small-Cap ETF position peaked at $370K in Q4 2021.
2,841 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Leuthold Group's 13F filing for Q2 2026, filed 4 Aug 2026.