Madison Asset Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Madison Asset Management’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	$32.4M	Buy	260,463 +11,113	+4%	+$1.41M	0.4%	79
2025 Q4	$30M	Buy	249,350 +89,090	+56%	+$10.7M	0.34%	80
2025 Q3	$19M	Sell	160,260 -12,760	-7%	-$1.47M	0.21%	95
2025 Q2	$18.9M	Sell	173,020 -41,577	-19%	-$4.3M	0.2%	96
2025 Q1	$22.4M	Buy	214,597 +33,276	+18%	+$3.75M	0.25%	88
2024 Q4	$20.9M	Buy	181,321 +47,204	+35%	+$5.64M	0.24%	94
2024 Q3	$15.7M	Buy	134,117 +9,048	+7%	+$1.02M	0.18%	112
2024 Q2	$13.3M	Sell	125,069 -117,712	-48%	-$12.6M	0.17%	115
2024 Q1	$26.8M	Buy	242,781 +38,133	+19%	+$4.05M	0.33%	81
2023 Q4	$22.2M	Sell	204,648 -346,638	-63%	-$33.4M	0.3%	92
2023 Q3	$52M	Sell	551,286 -7,965	-1%	-$796K	0.76%	44
2023 Q2	$55.7M	Sell	559,251 -23,325	-4%	-$2.22M	0.81%	41
2023 Q1	$56.3M	Sell	582,576 -74,042	-11%	-$7.4M	0.86%	38
2022 Q4	$62.1M	Sell	656,618 -17,286	-3%	-$1.66M	0.98%	31
2022 Q3	$58.8M	Sell	673,904 -30,053	-4%	-$2.92M	0.99%	30
2022 Q2	$65.1M	Sell	703,957 -40,420	-5%	-$4.02M	1.02%	27
2022 Q1	$80.3M	Buy	744,377 +85,596	+13%	+$9.24M	1.15%	22
2021 Q4	$75.4M	Buy	658,781 +222,086	+51%	+$25.3M	0.99%	33
2021 Q3	$47.7M	Buy	436,695 +8,387	+2%	+$923K	0.66%	59
2021 Q2	$48.4M	Sell	428,308 -45,512	-10%	-$5.08M	0.65%	54
2021 Q1	$51.4M	Sell	473,820 -8,324	-2%	-$871K	0.72%	49
2020 Q4	$44.3M	Buy	482,144 +57,540	+14%	+$4.73M	0.65%	59
2020 Q3	$29.8M	Buy	424,604 +694	+0.2%	+$49.7K	0.5%	72
2020 Q2	$28.9M	Buy	423,910 +1,247	+0.3%	+$78.7K	0.51%	72
2020 Q1	$23.7M	Sell	422,663 -481,965	-53%	-$35.9M	0.49%	75
2019 Q4	$75.9M	Buy	+904,628	New	+$72.8M	1.16%	25

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Madison Asset Management's IJR Position: Q1 2026 in Review

Madison Asset Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 4.5% in Q1 2026, buying an estimated $1.41M and bringing the position to 260,463 shares worth $32.4M. The position accounts for 0.4% of the portfolio, ranked #79.

Madison Asset Management first reported a position in IJR in Q4 2019 and has held it in 26 quarters since. The position peaked at $80.3M in Q1 2022. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Madison Asset Management held 260,463 shares of iShares Core S&P Small-Cap ETF worth $32.4M as of Q1 2026.
Madison Asset Management bought 11,113 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $1.41M.
iShares Core S&P Small-Cap ETF made up 0.4% of Madison Asset Management's portfolio in Q1 2026, its #79 holding.
Madison Asset Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 26 quarters since.
Madison Asset Management's iShares Core S&P Small-Cap ETF position peaked at $80.3M in Q1 2022.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Madison Asset Management's 13F filing for Q1 2026, filed 7 May 2026.