Loomis, Sayles & Company
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Loomis, Sayles & Company’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Loomis, Sayles & Company’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 		$165K Sell
1,112
-1,618
-59% -$222K ﹤0.01% 561
2026
Q1 		$339K Buy
2,730
+19
+0.7% +$2.41K ﹤0.01% 542
2025
Q4 		$326K Buy
2,711
+2,450
+939% +$293K ﹤0.01% 526
2025
Q3 		$31K Sell
261
-2,292
-90% -$264K ﹤0.01% 663
2025
Q2 		$279K Sell
2,553
-383
-13% -$39.6K ﹤0.01% 515
2025
Q1 		$307K Sell
2,936
-24,789
-89% -$2.8M ﹤0.01% 507
2024
Q4 		$3.19M Buy
27,725
+1,243
+5% +$149K ﹤0.01% 436
2024
Q3 		$3.1M Buy
26,482
+26,137
+7,576% +$2.95M ﹤0.01% 429
2024
Q2 		$37K Buy
345
+14
+4% +$1.5K ﹤0.01% 656
2024
Q1 		$37K Sell
331
-16,420
-98% -$1.74M ﹤0.01% 643
2023
Q4 		$1.81M Buy
16,751
+16,380
+4,415% +$1.58M ﹤0.01% 441
2023
Q3 		$35K Sell
371
-64
-15% -$6.39K ﹤0.01% 648
2023
Q2 		$43K Sell
435
-19
-4% -$1.81K ﹤0.01% 637
2023
Q1 		$44K Sell
454
-14,160
-97% -$1.42M ﹤0.01% 635
2022
Q4 		$1.38M Buy
14,614
+14,118
+2,846% +$1.35M ﹤0.01% 421
2022
Q3 		$43K Sell
496
-7,194
-94% -$699K ﹤0.01% 580
2022
Q2 		$711K Buy
7,690
+5,162
+204% +$513K ﹤0.01% 436
2022
Q1 		$273K Sell
2,528
-17,280
-87% -$1.86M ﹤0.01% 525
2021
Q4 		$2.27M Buy
19,808
+19,544
+7,403% +$2.23M ﹤0.01% 447
2021
Q3 		$29K Buy
264
+206
+355% +$22.7K ﹤0.01% 642
2021
Q2 		$7K Buy
+58
New +$6.47K ﹤0.01% 819
2021
Q1 		– Sell
-6,434
Closed -$591K – 861
2020
Q4 		$591K Buy
6,434
+6,245
+3,304% +$513K ﹤0.01% 490
2020
Q3 		$13K Sell
189
-335
-64% -$24K ﹤0.01% 618
2020
Q2 		$36K Sell
524
-4,557
-90% -$288K ﹤0.01% 550
2020
Q1 		$285K Sell
5,081
-10,177
-67% -$758K ﹤0.01% 506
2019
Q4 		$1.28M Buy
+15,258
New +$1.23M ﹤0.01% 474
2019
Q1 		– Sell
-47,082
Closed -$3.26M – 822
2018
Q4 		$3.26M Buy
+47,082
New +$3.64M 0.01% 450
2014
Q2 		– Sell
-480
Closed -$26K – 764
2014
Q1 		$26K Buy
+480
New +$25.9K ﹤0.01% 717

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Loomis, Sayles & Company's IJR Position: Q2 2026 in Review

Loomis, Sayles & Company reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 59% in Q2 2026, selling an estimated $222K and leaving 1,112 shares worth $165K. The position accounts for ﹤0.01% of the portfolio, ranked #561.

Loomis, Sayles & Company first reported a position in IJR in Q1 2014 and has held it in 28 quarters since. The position peaked at $3.26M in Q4 2018. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Loomis, Sayles & Company held 1,112 shares of iShares Core S&P Small-Cap ETF worth $165K as of Q2 2026.
  • Loomis, Sayles & Company sold 1,618 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $222K.
  • iShares Core S&P Small-Cap ETF made up ﹤0.01% of Loomis, Sayles & Company's portfolio in Q2 2026, its #561 holding.
  • Loomis, Sayles & Company first reported a position in iShares Core S&P Small-Cap ETF in Q1 2014 and has held it in 28 quarters since.
  • Loomis, Sayles & Company's iShares Core S&P Small-Cap ETF position peaked at $3.26M in Q4 2018.
  • 2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Loomis, Sayles & Company's 13F filing for Q2 2026, filed 14 Aug 2026.