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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
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
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

Nan Shan Life Insurance's IJR Position: Q1 2026 in Review

Nan Shan Life Insurance sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2026, closing a stake of 213,194 shares — an estimated $25.6M sold.

Nan Shan Life Insurance first reported a position in IJR in Q1 2017 and held it in 20 quarters. The position peaked at $40.7M in Q3 2025. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Nan Shan Life Insurance reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Nan Shan Life Insurance sold 213,194 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $25.6M.
  • Nan Shan Life Insurance first reported a position in iShares Core S&P Small-Cap ETF in Q1 2017 and held it in 20 quarters.
  • Nan Shan Life Insurance's iShares Core S&P Small-Cap ETF position peaked at $40.7M in Q3 2025.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Nan Shan Life Insurance's 13F filing for Q1 2026, filed 14 May 2026.