Mitsubishi UFJ Asset Management (UK)’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Mitsubishi UFJ Asset Management (UK)’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	$5.34M	Hold	36,000	–	–	2.48%	9
2026 Q1	$4.47M	Sell	36,000 -1,000	-3%	-$127K	2.31%	10
2025 Q4	$4.45M	Hold	37,000	–	–	2.17%	13
2025 Q3	$4.4M	Sell	37,000 -4,000	-10%	-$460K	2.12%	12
2025 Q2	$4.48M	Hold	41,000	–	–	2.33%	10
2025 Q1	$4.29M	Hold	41,000	–	–	2.33%	10
2024 Q4	$4.72M	Buy	41,000 +4,500	+12%	+$538K	2.09%	12
2024 Q3	$4.27M	Buy	36,500 +8,000	+28%	+$904K	2.2%	9
2024 Q2	$3.04M	Buy	28,500 +2,500	+10%	+$267K	1.57%	15
2024 Q1	$2.87M	Hold	26,000	–	–	1.46%	20
2023 Q4	$2.81M	Hold	26,000	–	–	1.54%	13
2023 Q3	$2.45M	Sell	26,000 -8,000	-24%	-$799K	1.73%	14
2023 Q2	$3.39M	Hold	34,000	–	–	2.18%	7
2023 Q1	$3.29M	Sell	34,000 -4,000	-11%	-$400K	2.13%	8
2022 Q4	$3.6M	Buy	38,000 +4,000	+12%	+$384K	2.51%	9
2022 Q3	$2.96M	Hold	34,000	–	–	2.29%	11
2022 Q2	$3.14M	Hold	34,000	–	–	1.82%	17
2022 Q1	$3.67M	Buy	34,000 +4,000	+13%	+$432K	1.65%	14
2021 Q4	$3.44M	Hold	30,000	–	–	1.46%	22
2021 Q3	$3.28M	Hold	30,000	–	–	1.38%	25
2021 Q2	$3.39M	Sell	30,000 -12,000	-29%	-$1.34M	1.47%	20
2021 Q1	$4.56M	Buy	+42,000	New	+$4.4M	2.02%	12

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

Mitsubishi UFJ Asset Management (UK)'s IJR Position: Q2 2026 in Review

Mitsubishi UFJ Asset Management (UK) held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 36,000 shares worth $5.34M. The position accounts for 2.48% of the portfolio, ranked #9.

Mitsubishi UFJ Asset Management (UK) first reported a position in IJR in Q1 2021 and has held it in 22 quarters since. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Mitsubishi UFJ Asset Management (UK) held 36,000 shares of iShares Core S&P Small-Cap ETF worth $5.34M as of Q2 2026.
Mitsubishi UFJ Asset Management (UK) left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 2.48% of Mitsubishi UFJ Asset Management (UK)'s portfolio in Q2 2026, its #9 holding.
Mitsubishi UFJ Asset Management (UK) first reported a position in iShares Core S&P Small-Cap ETF in Q1 2021 and has held it in 22 quarters since.
2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Mitsubishi UFJ Asset Management (UK)'s 13F filing for Q2 2026, filed 28 Jul 2026.