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

Luminist 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
-50
Closed -$6.01K – 185
2025
Q4 		$6.01K Hold
50
– – 0.01% 170
2025
Q3 		$5.96K Hold
50
– – 0.01% 224
2025
Q2 		$5.55K Hold
50
– – 0.01% 219
2025
Q1 		$5.24K Hold
50
– – 0.01% 167
2024
Q4 		$5.76K Buy
+50
New +$5.97K 0.01% 152

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Luminist Capital's IJR Position: Q1 2026 in Review

Luminist Capital sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2026, closing a stake of 50 shares — an estimated $6.01K sold.

Luminist Capital first reported a position in IJR in Q4 2024 and held it in 5 quarters. The position peaked at $6.01K in Q4 2025. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Luminist Capital reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Luminist Capital sold 50 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $6.01K.
  • Luminist Capital first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and held it in 5 quarters.
  • Luminist Capital's iShares Core S&P Small-Cap ETF position peaked at $6.01K in Q4 2025.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Luminist Capital's 13F filing for Q1 2026, filed 24 Apr 2026.