LC
IJR icon

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

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return