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

Lincoln 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	$1.55M	Buy	10,442 +146	+1%	+$20K	0.28%	55
2026 Q1	$1.28M	Sell	10,296 -12	-0.1%	-$1.52K	0.24%	55
2025 Q4	$1.24M	Sell	10,308 -20	-0.2%	-$2.39K	0.22%	56
2025 Q3	$1.24M	Buy	10,328 +257	+3%	+$29.6K	0.23%	56
2025 Q2	$1.1M	Sell	10,071 -37	-0.4%	-$3.83K	0.21%	58
2025 Q1	$977K	Buy	10,108 +213	+2%	+$24K	0.2%	60
2024 Q4	$1.14M	Sell	9,895 -51	-0.5%	-$6.09K	0.24%	53
2024 Q3	$1.16M	Sell	9,946 -62	-0.6%	-$7K	0.25%	49
2024 Q2	$1.07M	Sell	10,008 -208	-2%	-$22.3K	0.24%	50
2024 Q1	$1.13M	Sell	10,216 -229	-2%	-$24.3K	0.25%	48
2023 Q4	$1.13M	Sell	10,445 -48	-0.5%	-$4.63K	0.28%	48
2023 Q3	$990K	Buy	10,493 +278	+3%	+$27.8K	0.26%	48
2023 Q2	$1.02M	Buy	10,215 +469	+5%	+$44.7K	0.26%	49
2023 Q1	$942K	Buy	9,746 +375	+4%	+$37.5K	0.26%	50
2022 Q4	$887K	Buy	9,371 +7	+0.1%	+$671	0.26%	53
2022 Q3	$816K	Buy	9,364 +53	+0.6%	+$5.15K	0.25%	53
2022 Q2	$860K	Buy	9,311 +1	+0%	+$99	0.24%	51
2022 Q1	$1M	Buy	9,310 +1,808	+24%	+$195K	0.24%	52
2021 Q4	$859K	Buy	7,502 +486	+7%	+$55.4K	0.21%	53
2021 Q3	$766K	Buy	7,016 +216	+3%	+$23.8K	0.21%	54
2021 Q2	$768K	Buy	6,800 +1,135	+20%	+$127K	0.22%	54
2021 Q1	$615K	Buy	5,665 +388	+7%	+$40.6K	0.19%	52
2020 Q4	$485K	Buy	5,277 +387	+8%	+$31.8K	0.16%	54
2020 Q3	$343K	Buy	4,890 +1,611	+49%	+$115K	0.13%	65
2020 Q2	$224K	Buy	+3,279	New	+$207K	0.09%	78

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

Lincoln Capital's IJR Position: Q2 2026 in Review

Lincoln Capital increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.4% in Q2 2026, buying an estimated $20K and bringing the position to 10,442 shares worth $1.55M. The position accounts for 0.28% of the portfolio, ranked #55.

Lincoln Capital first reported a position in IJR in Q2 2020 and has held it in 25 quarters since. 2,847 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Lincoln Capital held 10,442 shares of iShares Core S&P Small-Cap ETF worth $1.55M as of Q2 2026.
Lincoln Capital bought 146 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $20K.
iShares Core S&P Small-Cap ETF made up 0.28% of Lincoln Capital's portfolio in Q2 2026, its #55 holding.
Lincoln Capital first reported a position in iShares Core S&P Small-Cap ETF in Q2 2020 and has held it in 25 quarters since.
2,847 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Lincoln Capital's 13F filing for Q2 2026, filed 7 Jul 2026.