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

Marshall Wace’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	–	Sell	-7,846	Closed	-$975K	–	3426
2026 Q1	$975K	Buy	+7,846	New	+$997K	﹤0.01%	2143
2025 Q4	–	Sell	-9,121	Closed	-$1.08M	–	3185
2025 Q3	$1.08M	Buy	+9,121	New	+$1.05M	﹤0.01%	1904
2013 Q2	$6.91M	Buy	+152,976	New	+$6.77M	0.41%	48

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Marshall Wace's IJR Position: Q2 2026 in Review

Marshall Wace sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2026, closing a stake of 7,846 shares — an estimated $975K sold.

Marshall Wace first reported a position in IJR in Q2 2013 and held it in 3 quarters. The position peaked at $6.91M in Q2 2013. 2,833 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Marshall Wace reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
Marshall Wace sold 7,846 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $975K.
Marshall Wace first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and held it in 3 quarters.
Marshall Wace's iShares Core S&P Small-Cap ETF position peaked at $6.91M in Q2 2013.
2,833 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.