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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
Q2 		$72.6M Buy
489,674
+94,362
+24% +$12.9M 0.51% 40
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York Life Investment Management's IJR Position: Q2 2026 in Review

New York Life Investment Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 24% in Q2 2026, buying an estimated $12.9M and bringing the position to 489,674 shares worth $72.6M. The position accounts for 0.51% of the portfolio, ranked #40.

New York Life Investment Management first reported a position in IJR in Q1 2021 and has held it in 22 quarters since. 2,116 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • New York Life Investment Management held 489,674 shares of iShares Core S&P Small-Cap ETF worth $72.6M as of Q2 2026.
  • New York Life Investment Management bought 94,362 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $12.9M.
  • iShares Core S&P Small-Cap ETF made up 0.51% of New York Life Investment Management's portfolio in Q2 2026, its #40 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 22 quarters since.
  • 2,116 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.