Nan Shan Life Insurance’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Nan Shan Life Insurance’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	$9.83M	Buy	+66,250	New	+$9.09M	0.31%	61
2026 Q1	–	Sell	-213,194	Closed	-$25.6M	–	96
2025 Q4	$25.6M	Sell	213,194 -128,895	-38%	-$15.4M	0.79%	36
2025 Q3	$40.7M	Hold	342,089	–	–	0.86%	41
2025 Q2	$37.4M	Hold	342,089	–	–	0.83%	39
2025 Q1	$35.8M	Buy	342,089 +35,784	+12%	+$4.04M	0.84%	40
2024 Q4	$35.3M	Buy	306,305 +105,026	+52%	+$12.5M	0.85%	43
2024 Q3	$23.5M	Buy	201,279 +178,085	+768%	+$20.1M	0.55%	58
2024 Q2	$2.47M	Sell	23,194 -263,511	-92%	-$28.2M	0.06%	98
2024 Q1	$31.7M	Buy	286,705 +5,905	+2%	+$627K	0.75%	51
2023 Q4	$30.4M	Buy	280,800 +114,600	+69%	+$11M	0.73%	50
2023 Q3	$15.7M	Buy	166,200 +132,000	+386%	+$13.2M	0.43%	63
2023 Q2	$3.41M	Buy	+34,200	New	+$3.26M	0.08%	88
2021 Q2	–	Sell	-338,000	Closed	-$36.7M	–	114
2021 Q1	$36.7M	Buy	338,000 +60,000	+22%	+$6.28M	0.71%	53
2020 Q4	$25.5M	Buy	278,000 +146,000	+111%	+$12M	0.53%	62
2020 Q3	$9.27M	Buy	132,000 +80,000	+154%	+$5.73M	0.24%	79
2020 Q2	$3.55M	Buy	+52,000	New	+$3.28M	0.11%	92
2020 Q1	–	Sell	-60,000	Closed	-$5.03M	–	101
2019 Q4	$5.03M	Hold	60,000	–	–	0.16%	71
2019 Q3	$4.67M	Hold	60,000	–	–	0.13%	72
2019 Q2	$4.7M	Hold	60,000	–	–	0.12%	74
2019 Q1	$4.63M	Buy	+60,000	New	+$4.61M	0.09%	82
2017 Q2	–	Sell	-18,000	Closed	-$1.25M	–	78
2017 Q1	$1.25M	Buy	+18,000	New	+$1.24M	0.03%	76

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

Nan Shan Life Insurance's IJR Position: Q2 2026 in Review

Nan Shan Life Insurance opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 66,250 shares worth $9.83M. The stake represents 0.31% of the portfolio and ranks #61 among its holdings. This is a return to the name: Nan Shan Life Insurance previously reported a position in IJR as recently as Q4 2025.

Nan Shan Life Insurance first reported a position in IJR in Q1 2017 and has held it in 21 quarters since. The position peaked at $40.7M in Q3 2025. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Nan Shan Life Insurance held 66,250 shares of iShares Core S&P Small-Cap ETF worth $9.83M as of Q2 2026.
iShares Core S&P Small-Cap ETF was a new Nan Shan Life Insurance position in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.31% of Nan Shan Life Insurance's portfolio in Q2 2026, its #61 holding.
Nan Shan Life Insurance first reported a position in iShares Core S&P Small-Cap ETF in Q1 2017 and has held it in 21 quarters since.
Nan Shan Life Insurance's iShares Core S&P Small-Cap ETF position peaked at $40.7M in Q3 2025.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Nan Shan Life Insurance's 13F filing for Q2 2026, filed 14 Aug 2026.