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New York Life Investment Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

New York Life Investment Management’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 		$49.1M Sell
395,312
-2,382
-0.6% -$303K 0.42% 43
2025
Q4 		$47.8M Sell
397,694
-71,287
-15% -$8.53M 0.41% 45
2025
Q3 		$55.7M Buy
468,981
+109,161
+30% +$12.6M 0.49% 37
2025
Q2 		$39.3M Buy
359,820
+5,346
+2% +$553K 0.37% 51
2025
Q1 		$37.1M Buy
354,474
+29,034
+9% +$3.28M 0.38% 47
2024
Q4 		$37.5M Buy
325,440
+109,390
+51% +$13.1M 0.37% 44
2024
Q3 		$25.3M Buy
216,050
+140,687
+187% +$15.9M 0.25% 77
2024
Q2 		$8.04M Sell
75,363
-25,635
-25% -$2.74M 0.08% 228
2024
Q1 		$11.2M Sell
100,998
-13,407
-12% -$1.42M 0.11% 172
2023
Q4 		$12.4M Sell
114,405
-124,035
-52% -$12M 0.13% 149
2023
Q3 		$22.5M Buy
238,440
+69,052
+41% +$6.9M 0.24% 78
2023
Q2 		$16.9M Buy
169,388
+30,034
+22% +$2.86M 0.18% 122
2023
Q1 		$13.5M Buy
139,354
+5,520
+4% +$552K 0.15% 149
2022
Q4 		$12.7M Buy
133,834
+16,021
+14% +$1.54M 0.14% 159
2022
Q3 		$10.3M Buy
117,813
+6,574
+6% +$639K 0.12% 168
2022
Q2 		$10.3M Sell
111,239
-6,531
-6% -$650K 0.12% 173
2022
Q1 		$12.7M Buy
117,770
+101,717
+634% +$11M 0.67% 19
2021
Q4 		$1.84M Buy
16,053
+2,209
+16% +$252K 0.1% 31
2021
Q3 		$1.51M Buy
13,844
+1,608
+13% +$177K 0.08% 31
2021
Q2 		$1.38M Sell
12,236
-3,620
-23% -$404K 0.08% 29
2021
Q1 		$1.72M Buy
+15,856
New +$1.66M 0.1% 29

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 $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $609B AUM 40.19% 1-Year Est. Return

New York Life Investment Management's IJR Position: Q1 2026 in Review

New York Life Investment Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.6% in Q1 2026, selling an estimated $303K and leaving 395,312 shares worth $49.1M. The position accounts for 0.42% of the portfolio, ranked #43.

New York Life Investment Management first reported a position in IJR in Q1 2021 and has held it in 21 quarters since. The position peaked at $55.7M in Q3 2025. 2,743 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • New York Life Investment Management held 395,312 shares of iShares Core S&P Small-Cap ETF worth $49.1M as of Q1 2026.
  • New York Life Investment Management sold 2,382 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $303K.
  • iShares Core S&P Small-Cap ETF made up 0.42% of New York Life Investment Management's portfolio in Q1 2026, its #43 holding.
  • New York Life Investment Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2021 and has held it in 21 quarters since.
  • New York Life Investment Management's iShares Core S&P Small-Cap ETF position peaked at $55.7M in Q3 2025.
  • 2,743 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on New York Life Investment Management's 13F filing for Q1 2026, filed 7 May 2026.