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

Lynx Capital 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	$8.94M	Buy	60,267 +4,490	+8%	+$616K	3.61%	3
2026 Q1	$6.93M	Sell	55,777 -374	-0.7%	-$47.5K	3.23%	4
2025 Q4	$6.75M	Buy	56,151 +194	+0.3%	+$23.2K	3.09%	4
2025 Q3	$6.65M	Buy	55,957 +476	+0.9%	+$54.7K	3.08%	5
2025 Q2	$6.06M	Sell	55,481 -421	-0.8%	-$43.5K	2.93%	6
2025 Q1	$5.85M	Buy	55,902 +9,027	+19%	+$1.02M	3.01%	8
2024 Q4	$5.4M	Buy	46,875 +4,509	+11%	+$539K	3.11%	5
2024 Q3	$4.96M	Sell	42,366 -4,034	-9%	-$456K	3.21%	4
2024 Q2	$4.95M	Buy	46,400 +237	+0.5%	+$25.4K	3.42%	2
2024 Q1	$5.1M	Buy	46,163 +2,714	+6%	+$288K	3.44%	1
2023 Q4	$4.7M	Buy	+43,449	New	+$4.19M	3.43%	1

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Lynx Capital Group's IJR Position: Q2 2026 in Review

Lynx Capital Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 8% in Q2 2026, buying an estimated $616K and bringing the position to 60,267 shares worth $8.94M. The position accounts for 3.61% of the portfolio, ranked #3.

Lynx Capital Group first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. 2,757 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Lynx Capital Group held 60,267 shares of iShares Core S&P Small-Cap ETF worth $8.94M as of Q2 2026.
Lynx Capital Group bought 4,490 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $616K.
iShares Core S&P Small-Cap ETF made up 3.61% of Lynx Capital Group's portfolio in Q2 2026, its #3 holding.
Lynx Capital Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,757 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Lynx Capital Group's 13F filing for Q2 2026, filed 12 Aug 2026.