Mariner
IJR icon

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

Mariner’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 		$216M Sell
1,734,841
-7,614
-0.4% -$967K 0.25% 71
2025
Q4 		$209M Buy
1,742,455
+4,912
+0.3% +$587K 0.25% 69
2025
Q3 		$206M Sell
1,737,543
-8,222
-0.5% -$946K 0.27% 67
2025
Q2 		$191M Sell
1,745,765
-3,073
-0.2% -$318K 0.28% 69
2025
Q1 		$183M Sell
1,748,838
-55,953
-3% -$6.31M 0.3% 64
2024
Q4 		$208M Buy
1,804,791
+61,666
+4% +$7.37M 0.35% 51
2024
Q3 		$204M Buy
1,743,125
+12,946
+0.7% +$1.46M 0.36% 57
2024
Q2 		$185M Sell
1,730,179
-295,973
-15% -$31.7M 0.36% 53
2024
Q1 		$224M Buy
2,026,152
+48,110
+2% +$5.11M 0.46% 43
2023
Q4 		$214M Buy
1,978,042
+106,487
+6% +$10.3M 0.51% 38
2023
Q3 		$177M Buy
1,871,555
+17,219
+0.9% +$1.72M 0.47% 42
2023
Q2 		$185M Buy
1,854,336
+74,843
+4% +$7.13M 0.49% 36
2023
Q1 		$172M Buy
1,779,493
+434,993
+32% +$43.5M 0.5% 38
2022
Q4 		$127M Buy
1,344,500
+78,624
+6% +$7.54M 0.41% 61
2022
Q3 		$110M Buy
1,265,876
+15,634
+1% +$1.52M 0.44% 54
2022
Q2 		$116M Sell
1,250,242
-38,654
-3% -$3.84M 0.47% 50
2022
Q1 		$139M Buy
1,288,896
+94,090
+8% +$10.2M 0.52% 38
2021
Q4 		$137M Buy
1,194,806
+50,194
+4% +$5.72M 0.58% 31
2021
Q3 		$125M Buy
1,144,612
+299,414
+35% +$33M 0.65% 29
2021
Q2 		$95.5M Buy
845,198
+11,579
+1% +$1.29M 0.59% 31
2021
Q1 		$90.5M Buy
833,619
+558
+0.1% +$58.4K 0.63% 29
2020
Q4 		$76.6M Buy
833,061
+331,469
+66% +$27.2M 0.59% 35
2020
Q3 		$35.2M Sell
501,592
-288,552
-37% -$20.7M 0.33% 88
2020
Q2 		$54M Buy
790,144
+27,964
+4% +$1.77M 0.54% 41
2020
Q1 		$46.3M Buy
762,180
+449
+0.1% +$33.4K 0.58% 36
2019
Q4 		$63.9M Buy
761,731
+17,705
+2% +$1.42M 0.66% 32
2019
Q3 		$57.9M Buy
744,026
+18,284
+3% +$1.42M 0.69% 31
2019
Q2 		$56.8M Buy
725,742
+184,330
+34% +$14.3M 0.68% 29
2019
Q1 		$41.8M Sell
541,412
-75,370
-12% -$5.79M 0.6% 36
2018
Q4 		$42.8M Buy
616,782
+194,589
+46% +$15M 0.76% 25
2018
Q3 		$36.8M Buy
422,193
+276,485
+190% +$24.2M 0.95% 18
2018
Q2 		$12.2M Buy
145,708
+28,283
+24% +$2.3M 0.34% 68
2018
Q1 		$9.04M Buy
117,425
+13,715
+13% +$1.07M 0.32% 76
2017
Q4 		$7.96M Sell
103,710
-15,702
-13% -$1.18M 0.31% 69
2017
Q3 		$8.86M Buy
119,412
+10,141
+9% +$711K 0.4% 53
2017
Q2 		$7.66M Sell
109,271
-33,460
-23% -$2.32M 0.36% 57
2017
Q1 		$9.87M Buy
142,731
+5,443
+4% +$375K 0.43% 48
2016
Q4 		$9.44M Buy
137,288
+46,316
+51% +$2.99M 0.44% 47
2016
Q3 		$5.65M Buy
90,972
+24,240
+36% +$1.48M 0.27% 71
2016
Q2 		$3.88M Buy
66,732
+19,050
+40% +$1.09M 0.21% 105
2016
Q1 		$2.68M Sell
47,682
-166,666
-78% -$8.7M 0.16% 126
2015
Q4 		$11.8M Buy
214,348
+60,866
+40% +$3.43M 0.76% 28
2015
Q3 		$8.18M Buy
153,482
+17,728
+13% +$1.01M 0.36% 77
2015
Q2 		$8M Buy
135,754
+36,580
+37% +$2.16M 0.37% 78
2015
Q1 		$5.85M Buy
99,174
+11,568
+13% +$663K 0.5% 39
2014
Q4 		$5M Buy
87,606
+75,100
+601% +$4.1M 0.45% 40
2014
Q3 		$652K Buy
12,506
+1,750
+16% +$95.2K 0.07% 186
2014
Q2 		$603K Buy
10,756
+1,052
+11% +$56.9K 0.07% 203
2014
Q1 		$534K Sell
9,704
-16,522
-63% -$893K 0.07% 208
2013
Q4 		$1.43M Buy
26,226
+21,682
+477% +$1.13M 0.18% 117
2013
Q3 		$227K Sell
4,544
-4,232
-48% -$204K 0.04% 272
2013
Q2 		$396K Buy
+8,776
New +$389K 0.08% 186

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

Mariner's IJR Position: Q1 2026 in Review

Mariner reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.44% in Q1 2026, selling an estimated $967K and leaving 1,734,841 shares worth $216M. The position accounts for 0.25% of the portfolio, ranked #71.

Mariner first reported a position in IJR in Q2 2013 and has held it in 52 quarters since. The position peaked at $224M in Q1 2024. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Mariner held 1,734,841 shares of iShares Core S&P Small-Cap ETF worth $216M as of Q1 2026.
  • Mariner sold 7,614 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $967K.
  • iShares Core S&P Small-Cap ETF made up 0.25% of Mariner's portfolio in Q1 2026, its #71 holding.
  • Mariner first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 52 quarters since.
  • Mariner's iShares Core S&P Small-Cap ETF position peaked at $224M in Q1 2024.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.