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

Morgan Stanley’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	$2.27B	Buy	18,233,380 +169,291	+0.9%	+$21.5M	0.14%	126
2025 Q4	$2.17B	Buy	18,064,089 +86,538	+0.5%	+$10.3M	0.13%	132
2025 Q3	$2.14B	Sell	17,977,551 -158,323	-0.9%	-$18.2M	0.13%	141
2025 Q2	$1.98B	Sell	18,135,874 -568,058	-3%	-$58.7M	0.13%	142
2025 Q1	$1.96B	Sell	18,703,932 -452,118	-2%	-$51M	0.14%	133
2024 Q4	$2.21B	Buy	19,156,050 +485,060	+3%	+$58M	0.15%	111
2024 Q3	$2.18B	Buy	18,670,990 +446,604	+2%	+$50.5M	0.16%	114
2024 Q2	$1.94B	Sell	18,224,386 -977,104	-5%	-$105M	0.15%	127
2024 Q1	$2.12B	Sell	19,201,490 -18,329,484	-49%	-$1.95B	0.17%	114
2023 Q4	$4.06B	Buy	37,530,974 +18,997,608	+103%	+$1.83B	0.18%	109
2023 Q3	$1.75B	Sell	18,533,366 -480,623	-3%	-$48M	0.18%	113
2023 Q2	$1.89B	Sell	19,013,989 -1,131,239	-6%	-$108M	0.19%	106
2023 Q1	$1.95B	Sell	20,145,228 -1,021,008	-5%	-$102M	0.21%	96
2022 Q4	$2B	Buy	21,166,236 +140,493	+0.7%	+$13.5M	0.23%	86
2022 Q3	$1.83B	Buy	21,025,743 +1,651,348	+9%	+$160M	0.25%	77
2022 Q2	$1.79B	Sell	19,374,395 -1,364,095	-7%	-$136M	0.23%	81
2022 Q1	$2.24B	Buy	20,738,490 +892,063	+4%	+$96.3M	0.3%	73
2021 Q4	$2.27B	Sell	19,846,427 -2,681,842	-12%	-$306M	0.28%	81
2021 Q3	$2.46B	Buy	22,528,269 +3,779,269	+20%	+$416M	0.33%	62
2021 Q2	$2.12B	Sell	18,749,000 -359,274	-2%	-$40.1M	0.28%	75
2021 Q1	$2.07B	Buy	19,108,274 +1,535,849	+9%	+$161M	0.3%	70
2020 Q4	$1.61B	Buy	17,572,425 +2,198,453	+14%	+$181M	0.25%	93
2020 Q3	$1.08B	Buy	15,373,972 +570,906	+4%	+$40.9M	0.21%	114
2020 Q2	$1.01B	Buy	14,803,066 +1,617,182	+12%	+$102M	0.22%	114
2020 Q1	$740M	Sell	13,185,884 -6,173,999	-32%	-$460M	0.2%	118
2019 Q4	$1.62B	Buy	19,359,883 +7,078,581	+58%	+$570M	0.38%	49
2019 Q3	$956M	Sell	12,281,302 -186,431	-1%	-$14.4M	0.25%	89
2019 Q2	$976M	Sell	12,467,733 -224,904	-2%	-$17.5M	0.26%	91
2019 Q1	$979M	Sell	12,692,637 -153,224	-1%	-$11.8M	0.28%	88
2018 Q4	$890M	Sell	12,845,861 -1,014,093	-7%	-$78.4M	0.27%	88
2018 Q3	$1.21B	Buy	13,859,954 +144,271	+1%	+$12.6M	0.3%	65
2018 Q2	$1.14B	Buy	13,715,683 +955,802	+7%	+$77.9M	0.31%	65
2018 Q1	$983M	Buy	12,759,881 +458,604	+4%	+$35.7M	0.27%	77
2017 Q4	$945M	Buy	12,301,277 +805,087	+7%	+$60.7M	0.26%	72
2017 Q3	$853M	Buy	11,496,190 +75,999	+0.7%	+$5.33M	0.26%	79
2017 Q2	$801M	Buy	11,420,191 +537,349	+5%	+$37.2M	0.24%	83
2017 Q1	$753M	Buy	10,882,842 +728,222	+7%	+$50.2M	0.23%	89
2016 Q4	$698M	Buy	10,154,620 +2,068,120	+26%	+$133M	0.23%	89
2016 Q3	$502M	Buy	8,086,500 +540,796	+7%	+$33M	0.17%	129
2016 Q2	$438M	Buy	7,545,704 +64,290	+0.9%	+$3.66M	0.16%	146
2016 Q1	$421M	Sell	7,481,414 -659,114	-8%	-$34.4M	0.16%	146
2015 Q4	$448M	Buy	8,140,528 +819,130	+11%	+$46.2M	0.16%	146
2015 Q3	$390M	Sell	7,321,398 -912,350	-11%	-$51.8M	0.14%	160
2015 Q2	$485M	Buy	8,233,748 +363,536	+5%	+$21.5M	0.17%	143
2015 Q1	$464M	Sell	7,870,212 -3,299,634	-30%	-$189M	0.17%	141
2014 Q4	$637M	Buy	11,169,846 +3,113,360	+39%	+$170M	0.23%	89
2014 Q3	$420M	Sell	8,056,486 -125,208	-2%	-$6.81M	0.16%	143
2014 Q2	$459M	Sell	8,181,694 -123,026	-1%	-$6.65M	0.18%	124
2014 Q1	$457M	Buy	8,304,720 +311,708	+4%	+$16.9M	0.19%	116
2013 Q4	$436M	Sell	7,993,012 -1,155,024	-13%	-$60.4M	0.19%	124
2013 Q3	$456M	Buy	9,148,036 +2,296,662	+34%	+$111M	0.22%	101
2013 Q2	$309M	Buy	+6,851,374	New	+$303M	0.16%	166

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley's IJR Position: Q1 2026 in Review

Morgan Stanley increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.94% in Q1 2026, buying an estimated $21.5M and bringing the position to 18,233,380 shares worth $2.27B. The position accounts for 0.14% of the portfolio, ranked #126.

Morgan Stanley first reported a position in IJR in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.06B in Q4 2023. 2,737 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Morgan Stanley held 18,233,380 shares of iShares Core S&P Small-Cap ETF worth $2.27B as of Q1 2026.
Morgan Stanley bought 169,291 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $21.5M.
iShares Core S&P Small-Cap ETF made up 0.14% of Morgan Stanley's portfolio in Q1 2026, its #126 holding.
Morgan Stanley first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 52 quarters since.
Morgan Stanley's iShares Core S&P Small-Cap ETF position peaked at $4.06B in Q4 2023.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.