Permanens Capital’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Permanens Capital’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	$742K	Buy	+5,000	New	+$686K	0.08%	65
2021 Q3	–	Sell	-10	Closed	-$1K	–	65
2021 Q2	$1K	Hold	10	–	–	﹤0.01%	108
2021 Q1	$1K	Hold	10	–	–	﹤0.01%	123
2020 Q4	$1K	Hold	10	–	–	﹤0.01%	122
2020 Q3	$1K	Sell	10 -21	-68%	-$1.5K	﹤0.01%	113
2020 Q2	$2K	Buy	+31	New	+$1.96K	﹤0.01%	104

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

Permanens Capital's IJR Position: Q2 2026 in Review

Permanens Capital opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 5,000 shares worth $742K. The stake represents 0.08% of the portfolio and ranks #65 among its holdings. This is a return to the name: Permanens Capital previously reported a position in IJR as recently as Q2 2021.

Permanens Capital first reported a position in IJR in Q2 2020 and has held it in 6 quarters since. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Permanens Capital held 5,000 shares of iShares Core S&P Small-Cap ETF worth $742K as of Q2 2026.
iShares Core S&P Small-Cap ETF was a new Permanens Capital position in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.08% of Permanens Capital's portfolio in Q2 2026, its #65 holding.
Permanens Capital first reported a position in iShares Core S&P Small-Cap ETF in Q2 2020 and has held it in 6 quarters since.
2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Permanens Capital's 13F filing for Q2 2026, filed 14 Aug 2026.