MC
IJR icon

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

Moors & Cabot’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 		$2.03M Buy
16,353
+496
+3% +$63K 0.09% 210
2025
Q4 		$1.91M Buy
15,857
+1,738
+12% +$208K 0.08% 216
2025
Q3 		$1.68M Sell
14,119
-336
-2% -$38.6K 0.07% 244
2025
Q2 		$1.58M Sell
14,455
-1,486
-9% -$154K 0.07% 243
2025
Q1 		$1.67M Sell
15,941
-1,857
-10% -$210K 0.08% 214
2024
Q4 		$2.05M Buy
17,798
+1,692
+11% +$202K 0.1% 174
2024
Q3 		$1.88M Buy
16,106
+1,895
+13% +$214K 0.09% 198
2024
Q2 		$1.52M Buy
14,211
+1,412
+11% +$151K 0.08% 221
2024
Q1 		$1.41M Buy
12,799
+1,047
+9% +$111K 0.08% 236
2023
Q4 		$1.27M Buy
11,752
+1,668
+17% +$161K 0.08% 239
2023
Q3 		$951K Buy
10,084
+64
+0.6% +$6.39K 0.06% 268
2023
Q2 		$998K Sell
10,020
-8
-0.1% -$762 0.07% 262
2023
Q1 		$970K Buy
10,028
+16
+0.2% +$1.6K 0.07% 271
2022
Q4 		$947K Sell
10,012
-68
-0.7% -$6.52K 0.07% 276
2022
Q3 		$879K Buy
10,080
+2,065
+26% +$201K 0.07% 280
2022
Q2 		$741K Buy
8,015
+438
+6% +$43.6K 0.05% 324
2022
Q1 		$817K Sell
7,577
-261
-3% -$28.2K 0.05% 340
2021
Q4 		$897K Buy
7,838
+63
+0.8% +$7.18K 0.06% 310
2021
Q3 		$849K Sell
7,775
-44
-0.6% -$4.84K 0.05% 306
2021
Q2 		$883K Sell
7,819
-37
-0.5% -$4.13K 0.06% 285
2021
Q1 		$853K Buy
7,856
+607
+8% +$63.5K 0.07% 276
2020
Q4 		$665K Buy
7,249
+47
+0.7% +$3.86K 0.06% 294
2020
Q3 		$506K Sell
7,202
-281
-4% -$20.1K 0.05% 328
2020
Q2 		$511K Sell
7,483
-768
-9% -$48.5K 0.05% 311
2020
Q1 		$466K Sell
8,251
-407
-5% -$30.3K 0.07% 262
2019
Q4 		$724K Buy
8,658
+90
+1% +$7.24K 0.07% 257
2019
Q3 		$669K Buy
8,568
+686
+9% +$53.1K 0.07% 261
2019
Q2 		$620K Buy
7,882
+942
+14% +$73.1K 0.08% 258
2019
Q1 		$536K Buy
6,940
+380
+6% +$29.2K 0.07% 263
2018
Q4 		$453K Sell
6,560
-277
-4% -$21.4K 0.07% 272
2018
Q3 		$597K Sell
6,837
-550
-7% -$48.2K 0.07% 274
2018
Q2 		$617K Sell
7,387
-865
-10% -$70.5K 0.08% 263
2018
Q1 		$635K Buy
8,252
+385
+5% +$30K 0.08% 272
2017
Q4 		$605K Buy
7,867
+514
+7% +$38.7K 0.08% 279
2017
Q3 		$547K Buy
7,353
+445
+6% +$31.2K 0.08% 289
2017
Q2 		$488K Sell
6,908
-198
-3% -$13.7K 0.08% 295
2017
Q1 		$491K Sell
7,106
-1,958
-22% -$135K 0.08% 278
2016
Q4 		$625K Buy
9,064
+996
+12% +$64.2K 0.1% 231
2016
Q3 		$500K Buy
8,068
+834
+12% +$50.9K 0.08% 266
2016
Q2 		$421K Buy
7,234
+494
+7% +$28.2K 0.07% 288
2016
Q1 		$380K Sell
6,740
-2,694
-29% -$141K 0.07% 299
2015
Q4 		$520K Buy
9,434
+2,482
+36% +$140K 0.1% 247
2015
Q3 		$371K Sell
6,952
-520
-7% -$29.5K 0.07% 313
2015
Q2 		$441K Buy
7,472
+6
+0.1% +$355 0.07% 297
2015
Q1 		$441K Sell
7,466
-410
-5% -$23.5K 0.07% 294
2014
Q4 		$449K Sell
7,876
-194
-2% -$10.6K 0.08% 284
2014
Q3 		$419K Sell
8,070
-1,578
-16% -$85.9K 0.07% 294
2014
Q2 		$541K Buy
9,648
+3,788
+65% +$205K 0.09% 245
2014
Q1 		$323K Buy
+5,860
New +$317K 0.08% 258

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

Moors & Cabot's IJR Position: Q1 2026 in Review

Moors & Cabot increased its iShares Core S&P Small-Cap ETF (IJR) stake by 3.1% in Q1 2026, buying an estimated $63K and bringing the position to 16,353 shares worth $2.03M. The position accounts for 0.09% of the portfolio, ranked #210.

Moors & Cabot first reported a position in IJR in Q1 2014 and has held it in 49 quarters since. The position peaked at $2.05M in Q4 2024. 2,734 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Moors & Cabot held 16,353 shares of iShares Core S&P Small-Cap ETF worth $2.03M as of Q1 2026.
  • Moors & Cabot bought 496 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $63K.
  • iShares Core S&P Small-Cap ETF made up 0.09% of Moors & Cabot's portfolio in Q1 2026, its #210 holding.
  • Moors & Cabot first reported a position in iShares Core S&P Small-Cap ETF in Q1 2014 and has held it in 49 quarters since.
  • Moors & Cabot's iShares Core S&P Small-Cap ETF position peaked at $2.05M in Q4 2024.
  • 2,734 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.