PL
IJR icon

Polianta Ltd’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Polianta Ltd’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
-73,700
Closed -$8.86M – 100
2025
Q4 		$8.86M Buy
73,700
+6,100
+9% +$730K 1.16% 14
2025
Q3 		$8.03M Buy
+67,600
New +$7.77M 3.31% 11
2025
Q2 		– Sell
-69,700
Closed -$7.29M – 86
2025
Q1 		$7.29M Buy
69,700
+8,600
+14% +$970K 3.52% 13
2024
Q4 		$7.04M Buy
+61,100
New +$7.3M 3.36% 12
2024
Q3 		– Sell
-64,300
Closed -$6.86M – 83
2024
Q2 		$6.86M Hold
64,300
– – 3.47% 12
2024
Q1 		$7.11M Buy
+64,300
New +$6.83M 3.46% 7
2022
Q3 		– Sell
-42,900
Closed -$3.96M – 79
2022
Q2 		$3.96M Buy
42,900
+100
+0.2% +$9.95K 3.39% 11
2022
Q1 		$4.62M Sell
42,800
-34,000
-44% -$3.67M 3.02% 13
2021
Q4 		$8.79M Buy
76,800
+1,300
+2% +$148K 3.79% 10
2021
Q3 		$8.24M Sell
75,500
-44,000
-37% -$4.84M 3.82% 7
2021
Q2 		$13.5M Buy
119,500
+7,300
+7% +$814K 7% 4
2021
Q1 		$12.2M Sell
112,200
-23,400
-17% -$2.45M 6.75% 7
2020
Q4 		$12.5M Buy
+135,600
New +$11.1M 6.88% 5
2020
Q1 		– Sell
-144,900
Closed -$12.1M – 74
2019
Q4 		$12.1M Buy
+144,900
New +$11.7M 7.4% 3
2019
Q2 		– Sell
-218,200
Closed -$16.8M – 84
2019
Q1 		$16.8M Buy
+218,200
New +$16.8M 6.3% 2
2018
Q4 		– Sell
-73,200
Closed -$6.38M – 80
2018
Q3 		$6.38M Buy
+73,200
New +$6.41M 3.21% 14
2018
Q2 		– Sell
-223,700
Closed -$17.2M – 87
2018
Q1 		$17.2M Buy
223,700
+35,100
+19% +$2.73M 5.3% 5
2017
Q4 		$14.5M Buy
+188,600
New +$14.2M 4.7% 6
2017
Q2 		– Sell
-135,000
Closed -$9.34M – 84
2017
Q1 		$9.34M Sell
135,000
-12,800
-9% -$883K 5.61% 2
2016
Q4 		$10.2M Buy
+147,800
New +$9.53M 5.5% 5

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

Polianta Ltd's IJR Position: Q1 2026 in Review

Polianta Ltd sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2026, closing a stake of 73,700 shares — an estimated $8.86M sold.

Polianta Ltd first reported a position in IJR in Q4 2016 and held it in 20 quarters. The position peaked at $17.2M in Q1 2018. 2,737 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Polianta Ltd reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Polianta Ltd sold 73,700 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $8.86M.
  • Polianta Ltd first reported a position in iShares Core S&P Small-Cap ETF in Q4 2016 and held it in 20 quarters.
  • Polianta Ltd's iShares Core S&P Small-Cap ETF position peaked at $17.2M in Q1 2018.
  • 2,737 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Polianta Ltd's 13F filing for Q1 2026, filed 16 Apr 2026.